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Medicare Sales Playbook

Medicare Sales Playbook

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Weekly
 
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 ...
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Entrepreneurs on Fire

John Lee Dumas of EOFire

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Daily
 
An award winning daily podcast, John Lee Dumas interviews the most successful and inspiring Entrepreneurs 7-days a week to bring you the top business strategies. Entrepreneurs On Fire has over 175 million listens and 4500+ episodes. JLD has turned Entrepreneurs On Fire into a media empire that has generated over 7-figures of NET annual revenue 12-years running. For all the resources, visit EOFire.com.
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Tracey Lee Dimech helps entrepreneurs understand, access, and trust their intuition to go further faste…
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Agents—this one could change your AEP. Dallas sits down with Alex Branning (Agent CRM) to unpack how AI actually helps Medicare agents today and why Apple’s new iOS 26 call screening means we must pivot from voice-first to text-first outreach—fast. You’ll get practical guardrails, easy wins, and a step-by-step plan to stay compliant, reach more pro…
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Tommy Walker was the first marketing hire at Shopify Plus and Global Editor-in-Chief at QuickBooks. Now he runs The Content Studio, a content consultancy for Fortune 1000s and B2B startups. Top 3 Value Bombs 1. Narrative design is more than storytelling. It's the strategic evolution of a brand’s voice over time. 2. Understanding wants vs. needs is …
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Nathan Graham is a youtuber veteran with 13 years of experience. Top 3 Value Bombs 1. Being different is the fastest way to grow online. The biggest viral moments come from unique, unexpected content ideas. 2. Consistency isn’t just about showing up. It's about constant evolution. Always make your last video your competition. 3. You don’t need fanc…
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Elle George is a serial-entrepreneur, disruptor and investor. Her new book, Before You Shake Hands, is the ultimate partnership toolkit with hard-earned lessons on power, betrayal and avoiding million-dollar mistakes. Top 3 Value Bombs 1. Excitement is the enemy of clarity. Slow down and ask uncomfortable questions before you partner with anyone in…
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From Guatemala, JP has 7 plus years of experience hiring, training, and managing international teams. He’s the founder of METEOR, a company that helps entrepreneurs buy back time with top virtual assistants. Top 3 Value Bombs 1. Hiring isn’t guesswork when you have clarity. Knowing exactly what role you need and how to identify the right person cha…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Robert Huntington is CEO of Metric Collective, a vertically integrated franchise and technology company…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Odell Bizzell has published 10 books, partnered with over 240 organizations, and teaches entrepreneurs …
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Clay is a frequent EOFire guest, former United States Small Business Administration Entrepreneur of the…
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AEP doesn’t have to break you. In this episode of Medicare Sales Playbook, Dallas and Matt share a practical, doable plan to stay sharp, healthy, and present—for your clients and your family—through all 54 days of AEP. No fluff. No scripts. Just the daily habits and guardrails that actually work in the real world. What you’ll learn The 54-Day AEP C…
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Vibhor Chhabra is the director of Product at Shopify, where he leads product strategy across shipping, delivery promise, and tax compliance - helping merchants ship predictably and tax correctly. During his time at Shopify he has led the global expansion of Shipping, and Tax products across North America, Europe, United Kingdom, and Australia. Top …
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Rory Vaden is the New York Times bestselling author of Take the Stairs, cofounder of Brand Builders Group, an eight-figure entrepreneur, and a hall of fame speaker. Top 3 Value Bombs 1. A personal brand is the digitization of your reputation; not logos, fonts, or color palettes. 2. Focus beats dilution: one audience, one problem, one message, one m…
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Joe Dunikoski is the founder of Verso Jobs - a gamified, data driven hiring platform and service built to make hiring human. Top 3 Value Bombs 1. Hiring based solely on resumes is broken. It's time to evaluate the whole person, not just a piece of paper. 2. Happiness at work directly impacts productivity, retention, and even your company’s financia…
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Hannah Michelotti helps professionals ditch boring presentations and speak with personality, clarity, and persuasion - turning expert insights into engaging delivery that gets buy-in, builds credibility, and boosts careers. Top 3 Value Bombs 1. The number 1 skill entrepreneurs need isn’t public speaking but telling real, specific, personal stories …
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. John Worthington is the founder and CEO of Sircles App, the social recommendations app designed to take…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Lauren and Dr. Geoffrey Trenkle founded Total Testing Solutions and Total Health, which provide equitab…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Aurelian Amacker is a French marketer who's been in the industry since 2010. In 2018 he launched system…
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Want a Medicare practice that consistently fills the calendar, cross-sells compliantly, and opens the door to retirement planning? Today, Dallas sits down with John & Jennifer Kennedy (Kennedy Wealth Strategies) to unpack their exact seminar system, how they run a thriving spouse-team business, and the abundance mindset that’s moving the whole indu…
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CEO of Fast Slow Motion and co-author of The Scalable Business Framework, John Burdett helps entrepreneurs scale sustainably—without burning out or missing what matters most in life, health, or relationships. Top 3 Value Bombs 1. Success isn’t about reaching the summit. It’s about the journey and staying true to what matters most. 2. Systems, autom…
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Nate Littlewood helps purpose-led ecomm founders turn chaos & confusion with their finances into clarity & confidence. Top 3 Value Bombs 1. Most founders are terrified of finances because they fear judgment but avoiding them only prolongs the pain. 2. Your financials are your GPS. Without a plan, you're just driving aimlessly. 3. Time is more valua…
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Corinne Goble, CEO of the Association of Women’s Business Centers, leads national efforts to expand opportunities for women entrepreneurs and strengthen the small business ecosystem through funding, advocacy, and support. Top 3 Value Bombs 1. Don't wait until you're desperate for funding. Start planning while you're still stable. 2. Funders care le…
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Dustin Hillis is a global CEO, investor, and builder, scaling ventures to 100M plus dollars, leading international teams, and driving rapid growth at companies like SafeSpace Global, Southwestern Coaching, and Tough Stump Technologies. Top 3 Value Bombs 1. You don't build a business bigger than you by doing everything yourself. You scale by empower…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. David Walter is an author, speaker and sales trainer. His claim to fame came from a cold-calling hot st…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Kevin Lancaster is an award-winning tech entrepreneur who scaled and exited the fastest growing cyberse…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Juliet Funt is the author of A Minute to Think and CEO of the Juliet Funt Group. She is an evangelist f…
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Agents, this one’s loaded. Dallas Keithley sits down with “Medicare Misty” (Misty Bolt) to unpack real-world Medicare marketing that works at every budget—from $0 grassroots to a full $5k/mo plan. We dive into mindset, momentum, and Misty’s unconventional tactics (hello, marketing purse, race car, and city buses) that keep her pipeline full—because…
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Travis Steffen is a serial multi-preneur with 8 exits so far. Growth mentor at most major SV accelerators. Doctoral candidate in business focused on quantum. Solving subscription churn at Revatto.com. Top 3 Value Bombs 1. Success is built through intense focus on one clear problem for one clear customer avatar. 2. Reducing churn is often ten times …
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George Haymaker is a former entrepreneur, recovering alcoholic and pain pill addict, now a neuroscience educator plus coach who helps entrepreneurs and other business professionals optimize brain performance and leadership capability using brain science - so they can operate at their highest level without mental overload, decision fatigue, or react…
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Brett Fritz' entrepreneurial career catapulted after being laid off from a corporate role in 2018. He started out as a freelancer and has now built several multi-million-dollar companies across various industries. Top 3 Value Bombs 1. Pricing is about confidence, not just math. Freelancers who understand their market can escape the time-for-money t…
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Chris Ducker is a bestselling Author. Keynote Speaker. Business Coach. He helps midlife expert entrepreneurs grow their income and impact - without the burnout. Top 3 Value Bombs 1. Success isn’t a sprint, it’s a strategy. Longevity in entrepreneurship comes from intentional design, not constant hustle. 2. Relationships are rocket fuel. Deep, genui…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. John Day quit his job and sold everything to launch AV HERO in March 2020. AV HERO is now the largest n…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Ray Blakney is a serial entrepreneur who has bootstrapped multiple 6 and 7-figure businesses ranging fr…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Daraine Delevante got into credit repair because he saw that there was a need for consumer education an…
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Tommy Overton’s story is one of grit, resilience, and determination. From building a 12,000-agent final expense division to betting on himself and starting over in Medicare sales—only to face a life-threatening health scare—Tommy’s journey is nothing short of inspiring. In this episode, Tommy shares: ✅ How he rebuilt his career from scratch after a…
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Liz Germain, founder of Vidfluence, is one of the world’s top YouTube and online video marketing experts. Liz has helped hundreds of entrepreneurs and influencers grow and monetize their YouTube channels with profitable organic growth strategies that have produced multi-millions in sales online. Her agency, Vidfluence, has generated 850 million plu…
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Sean Finney is a Navy vet, Naval Academy and UT MBA grad, and former Tesla leader, now building Tano Skincare - a clean brand rooted in science, storytelling, and banana sap. Top 3 Value Bombs 1. Expertise is overrated. Not knowing the 'right' way can lead to more innovation and better outcomes. 2. Being an outsider is a superpower, it gives you th…
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David built four of the fastest growing companies in his industry. His recent venture, Aptive, grew to 500m dollars in just eight years into the third largest residential competitor in America. Top 3 Value Bombs 1. A company’s secret sauce is really the recipe of best practices, key metrics and its people. 2. A great brand is a story that never sto…
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Erik Braund is the founder of Katmai and his mission is to make digital connections way, way better than Zoom or Teams. His passions are grunge music and pomeranians. Top 3 Value Bombs 1. Spontaneous human connection is missing from today’s video conferencing tools. Katmai solves that with immersive, 3D virtual office spaces. 2. Success doesn’t fol…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Taijaun Reshard is a 20 year old who helps business owners make 10,000 plus dollars/month in their busi…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Hunter Ballew is the founder of Roofing.com and Fueled & Cornerstone Construction (Acq. by SIRC). He is…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Grant Cardone is the CEO of Cardone Enterprises, Cardone Capital, international speaker, entrepreneur, …
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Welcome back to the Medicare Sales Playbook! 🎙️ In this episode, Dallas Keithley sits down with Ty James, VP of Medicare at Lasting Mark, to break down how agents can dominate AEP by having a solid plan, protecting their book, and creating referral pipelines. 👉 What you’ll learn in this episode: How to prep for AEP as a new agent (and avoid rookie …
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Mark Divine is the host of The Mark Divine Show podcast and the author of six best-selling books, including his latest Uncommon. He’s the founder of Unbeatable Mind and SEALFIT, and through his Courage Foundation, he’s a fierce advocate for veterans with PTSD. Top 3 Value Bombs 1. Silence is power - Daily silent reflection is the gateway to better …
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Rising from humble beginnings and manual labor, Nathan Lancry went on to become Owner, President, and CEO of a large business group, inspiring others to believe in possibility. Top 3 Value Bombs 1. The path to success begins with confronting the truth, especially the one you’re avoiding. 2. Your physical and mental consumption shape your destiny. W…
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Ben Glinsky is the visionary Founder and CEO of LiveGood, the fastest-growing wellness brand in the world, revolutionizing the supplement space with premium products at affordable prices! Top 3 Value Bombs 1. You don’t need a perfect plan to start - just take action, learn quickly, and adapt. 2. Transparency and trust are the new disruptors in indu…
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Heather Chauvin is a leadership coach who helps ‘successful’ women courageously and authentically live, work, and parent on their own terms. She started her career as a social worker helping adults understand children’s behavior. But it wasn’t until 2013 when a stage 4 cancer diagnosis pushed her to take a deeper stand for change, uncovering how cu…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Jenny Blake is an author and podcaster who helps entrepreneurs move from friction to flow through smart…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. John David Mann is a NYT bestselling author of 30+ books. Ana Gabriel Mann, MA, is a celebrated educato…
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Katie Wood is an author, entrepreneur, mom of 4, and fire wife who believes there’s nothing more powerf…
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In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith tackle the questions agents often hesitate to ask — but should. From mastering your products to navigating unpaid business, overcoming “commission breath,” knowing when to pivot your strategy, and deciding whether to build a downline, they cover it all with practical adv…
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