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Medicare Sales Playbook

Medicare Sales Playbook

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The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, focusing on utilizing one's unique talents, embracing hard work, and fostering a sense of community. It's about making a meaningful impact on the lives of seniors while simultaneously achieving professional growth and financial success. Every episode is designed to inspire, educate, and empower agents to not only grow their business but also to discover their 'why' and achieve a fulfilling career. Hosted by the energetic and insightful Dallas Keithley, this podcast stands as a guiding light for insurance agents aiming to elevate their Medicare business, one strategic play at a time. Tune in to join Dallas and his guests on this journey toward becoming a standout agent in the Medicare insurance world.2024 Economie Réussite personnelle
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    Épisodes
    • How Two Medicare Agents Pivoted Through AEP Chaos (and Grew Bigger Than Ever)
      Feb 19 2026

      Dallas Keithley is back on the mic with an episode built for agents who want to level up in the middle of chaos.

      In this conversation, Dallas sits down with Casey Peterson and Lee Wilson from Teton Medicare (Idaho Falls and Pocatello, ID) — two former competitors who merged agencies and turned that partnership into massive momentum. They break down what happened during a wild AEP (including major plan disruption in their market), how they stayed calm, how they pivoted fast, and what it actually takes to build a real Medicare business that lasts.

      You'll hear:

      • Why adaptability is the difference between agents who survive and agents who win

      • What it looked like to handle major market shifts while protecting clients and team culture

      • The mindset behind betting on yourself, reinvesting, and "doubling down" on what works

      • Marketing moves that produced growth (and a few that absolutely didn't)

      • Why hiring help before you feel ready can change everything

      • How they think about culture, recruiting, and hiring the right people

      • The importance of knowing your why and building a business that still protects your family time

      If you've ever felt stuck at a comfortable level — or overwhelmed by changes you can't control — this episode will help you reset your mindset, get strategic, and move forward.

      📩 Questions or want to connect? Email us: dallas.keithley@medicaresalesplaybook.com
      👇 Drop a comment with:
      • A topic you want covered
      • A guest you want us to interview
      • What stood out most from Gabe's story

      👍 Like • Subscribe • Turn on notifications so you don't miss the next episode

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      44 min
    • From Ministry to Selling Medicare: Gabe Cordova's Story
      Feb 12 2026

      Two years in, and we're still blown away by what this business can do—both for agents and the clients we serve. In this episode of the Medicare Sales Playbook, Matt Smith sits down with Gabe Cordova, owner of LifeMark Advisors in Mount Vernon, Missouri.

      Gabe shares his unexpected path from full-time ministry into Medicare, including the first client who showed him exactly why this work matters. We talk about what it really takes to succeed early on (spoiler: it starts with getting in front of people), why diversifying your product focus is non-negotiable, and when it actually makes sense to start recruiting agents.

      We also dig into something every agent feels at some point: this can be a lonely industry—and why building a real community (where people know you care) is often the difference between burnout and long-term success. Plus: Gabe's weekly cadence for team culture, bringing family into the business, and what's next for LifeMark as they expand into a new facility.

      If you're new, stuck, or building a team—this one will hit home.

      📩 Questions or want to connect? Email us: dallas.keithley@medicaresalesplaybook.com

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      35 min
    • 100 Episodes Later: Leadership, Lessons, and Real Gratitude
      Feb 5 2026

      We made it — 100 episodes of the Medicare Sales Playbook 🎉

      In this milestone episode, Dallas and "Mr. Medicare" Matt Smith look back on what the last 2+ years have taught them — and the one word that keeps coming up: gratitude.

      You'll hear:

      • Why gratitude can change your perspective (and your business)

      • A simple leadership principle: find people who are great at what you're not

      • Favorite episode highlights and the lessons behind them (TikTok lead gen, activity, leadership, serving others, reinvesting, cross-selling, and more)

      • A reminder that most people know what to do… but few commit to action

      PLUS: Training Days are coming to cities around the country (including Phoenix, Denver, Seattle, Charlotte and more).

      📩 Seen all 100 episodes? Message us your favorite moment:
      Email: Dallas.Keithley@MedicareSalesPlaybook.com

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      33 min
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