In this episode, TLC Insurance Group Owner Craig Villwock and Dr. David Mullane share practical strategies to help Medicare agents grow through referral marketing and retirement-focused conversations.

Learn how to:• Generate more Medicare leads• Build partnerships with wealth advisors and tax professionals• Introduce IRA and 401(k) conversations compliantly• Protect and expand your book of business

If you’re a Medicare agent looking to increase referrals, revenue, and long-term client retention, this episode gives you clear, actionable steps to start today.

Subscribe for more insights on Medicare sales, insurance marketing, and agency growth.

In this episode, Dr. Dave strips away the buzzwords and hype to get back to the heart of what marketing truly is—and what it is not. Far beyond ads, algorithms, and lead funnels, marketing is about connection, service, trust, and long-term relationships.

Dr. Dave defines marketing through a practical and philosophical lens, sharing why great marketing starts with understanding people.

This episode will challenge how you think about marketing—and equip you with a more sustainable, purpose-driven approach.

Join Natalie and Dave for a recap and key takeaways from the 2025 Annual Enrollment Period including a discussion on the market at large and some of the intervening carrier changes we dealt with. The episode concludes with some useful expectations and strategies to prepare for a successful 2026 Medicare season.