Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Adam Steffen Podcasts

show episodes
 
Artwork

1
Medicare Sales Playbook

Medicare Sales Playbook

icon
Unsubscribe
icon
icon
Unsubscribe
icon
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 ...
  continue reading
 
Artwork
 
Conversations between Professor David Kipping and guests, spanning astronomy, technology, science and engineering. This is the official podcast of the Cool Worlds Lab at Columbia University and their popular YouTube channel ”Cool Worlds”. Podcast episodes are filmed and can be found online through our YouTube channels.
  continue reading
 
FOLLOW/SUBSCRIBE to download new episodes as they release! If it's true that "...the opposite of addiction is not sobriety...the opposite of addiction is connection," there are lots of people who need to discover what true, healthy connection looks like. Whether the struggle is with addiction, toxic relationship dynamics, or something else, we've all tried to meet our needs in unhealthy ways. Way too often, the things we run to for comfort leave us feeling even more disconnected and alone th ...
  continue reading
 
Loading …
show series
 
In this episode of The Medicare Sales Playbook, host Dallas Keithley welcomes Brian Askins, CEO of Lasting Mark, for his third appearance on the show — and this one's packed with wisdom. Together, they dive deep into why 92% of insurance agents fail, how to build a real marketing plan, and the exact steps that separate struggling agents from six-fi…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" What if sadness isn’t the problem—what if the real drain is the energy we spend trying to avoid it? To celebrate our 50th episode, Greg & Stacey talk with therapist and author ADAM YOUNG (host of The Place We Find Ourselves podcast) for a frank, tender, and deeply practical conversation about story w…
  continue reading
 
Use code coolworldspodcast at https://incogni.com/coolworldspodcast to get an exclusive 60% off. In this week's episode, David is joined by Jason Steffen, Professor of Physics at University of Nevada, Las Vegas. Jason is the author of the book "Hidden in the Heavens: How the Kepler Mission’s Quest for New Planets Changed How We View Our Own". To su…
  continue reading
 
In this heartfelt episode of The Medicare Sales Playbook, Dallas Keithley and "Medicare" Matt Smith open up about the power of words — how what we say to others (and to ourselves) shapes our thoughts, actions, habits, and ultimately, our legacy. They share real conversations about staying positive, breaking free from negativity, and building a lega…
  continue reading
 
Accountability isn't about beating yourself up — it's about owning your growth. In this episode of The Medicare Sales Playbook, Dallas Keithley and Matt Smith get real about what it takes to grow — in business, faith, and life. From personal stories of failure and frustration to lessons learned through reflection and perseverance, this conversation…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" It's always fun and encouraging to talk with other people who work in the same spaces. NICK LIBERTO is the executive director at Proven Ministries, an organization committed to "seeing a revival of sexual integrity throughout the entire Bride of Christ." They provide support and resources for men, wo…
  continue reading
 
How to Get Your First 100 Medicare Clients (Without Burning Out) Host Dallas Keithley sits down with Caleb "the Medicare Coach" Caldwell to unpack the real playbook: drop the ego, find a true mentor, become a student of the game, and keep the message simple so seniors understand and say yes. Caleb shares the story behind his why—faith, family, and …
  continue reading
 
Ready or not… AEP is here. In this episode of Medicare Sales Playbook, Dallas Keithley and "Medicare" Matt Smith break down a practical game plan for agents heading into Annual Enrollment Period—mindset first, then simple, legal-safe marketing moves you can do today, plus how to use downtime wisely and anchor your work to a deeper "why." What you'l…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" In the category of sexual addiction recovery, there are a few people who deserve to be called pioneers. BARBARA STEFFENS is definitely one of them. Over the last quarter century she has begun and advanced invaluable philosophy and resources related to partner betrayal trauma. Previous sex addiction c…
  continue reading
 
🌏 Get exclusive NordVPN deal here ➵ https://NordVPN.com/coolworldspodcast It’s risk free with Nord’s 30 day money-back guarantee!✌ In this week's episode, David is joined by Will Kinney, Professor of Physics at Buffalo University, NY. Will is the author of the fascinating book, "An Infinity of Worlds: Cosmic Inflation and the Beginning of the Unive…
  continue reading
 
Medicare Sales Playbook fam—y'all have been crushing it with the comments, likes, and shares. 🙌 Today, Dallas sits down with Amanda Matthews (Integrity Insurance, Littleton, CO)—a top producer turned agency owner—who reveals the exact process her team uses to book more appointments, simplify plan decisions, and retain clients for years. Amanda brea…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" Leave us a review on Apple Podcasts or Spotify. RE-RELEASE. This episode originally released June 3, 2024. What is a recovery intensive? How is it different from weekly therapy or extended inpatient treatment? How could it help my recovery process? To address these important questions, Greg enlists t…
  continue reading
 
Meet Brittany Garrison (Garrison Global Management)—a Medicare agent building her book 97% over the phone. In this episode, Brittany breaks down how she wrote 40 apps with a 9-day-old newborn, drove 600+ inbound leads in 6 months using TikTok + LinkedIn, and keeps clients coming back (87% retention) with simple, human touches. What you'll learn Tel…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" Suffering. We don't like it. Most of us probably don't even like the word. Suffering brings to mind experiences of abuse, neglect, rejection, abandonment... traumatic events that lodged themselves into our lives as long-term traumas. How do we get away from suffering? Our guest CATHY LOERZEL gives an…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" The Bible presents many topics that elicit passionate and polarizing opinions. One of these is how unmarried Christians should evaluate their calling and purpose as it relates to marriage. Our guest, PIETER VALK, has a lot to say on the subject. As a Christian who for most of his life has experienced…
  continue reading
 
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…
  continue reading
 
Use code coolworldspodcast at https://incogni.com/coolworldspodcast to get an exclusive 60% off. In this week's episode, David is joined by Matt O'Dowd, Professor of Physics at Lehman College, CUNY. Matt is the host of the phenomenally successful PBS Spacetime show and an avid communicator of science. To support this podcast and our research lab, h…
  continue reading
 
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…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" People addicted to pornography often experience lots of shame and self-contempt ("What's wrong with me?!"). They often see their sexual desire, and the fact that they go to porn to try and satisfy it, as THE problem. Our guest, DREW BOA, disagrees. In his new book Outgrow Porn: Find Lasting Freedom W…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
"Send us a message! (questions, feedback, etc.)" When couples in conflict feel a million miles apart, are they? Are the areas of "stuckness" as insurmountable as it sometimes feels? KELLY BOURQUE, is a therapist who specializes in Emotionally Focused Therapy (EFT), a modality of counseling that focuses on attachment science and how it shows up in r…
  continue reading
 
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…
  continue reading
 
In this week's episode, David is joined by Colin Hill, Professor of Physics at Columbia University. Colin is a world renowned expert working at the cutting edge of modern cosmology, giving us the opportunity to do a deep dive into the state of the field. To support this podcast and our research lab, head to https://coolworldslab.com/support Cool Wo…
  continue reading
 
In this episode of the Medicare Sales Playbook, we sit down with Zeb Zinn, a young and ambitious agency owner who went from being a 19-year-old insurance rookie to building ZZ Insurance, a growing Medicare and life insurance agency. Zeb shares his journey from his first $12,000 check to leading a team of agents, overcoming imposter syndrome, and cr…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" People walking through the wilderness of addiction can have a hard time finding places that feel truly safe to open up. Yet authentic connection is the key to freedom from addiction. One of the things that gives the safety people seek is a person who chooses to be open about their own "limp," not hid…
  continue reading
 
On this episode of Medicare Sales Playbook, we break down the six essential questions every Medicare agent should ask before partnering with a Field Marketing Organization (FMO). Whether you're new to the industry or ready to scale your sales, this guide is packed with strategic insights to help you make the best decision for your business. 🔍 We'll…
  continue reading
 
Want to sell more Medicare and build real client relationships that last? In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith dive into the power of asking the right questions to open conversations, build trust, and cross-sell with confidence. Discover how top producers warm up appointments, how to transition smoothly int…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" For people in the Birmingham AL area, or who are part of the PCA denomination, BOB FLAYHART is probably a name you've heard. In 1989 Bob was the founding pastor of Oak Mountain Presbyterian Church, and served as lead pastor there until 2024. Bob has remained a consistent advocate for the pure message…
  continue reading
 
Join us LIVE from the 8% Conference in Plano, Texas! In this special episode of the Medicare Sales Playbook, host Dallas Keithley is joined by powerhouse producers Casy Askins, Caroline Trecartin, and Josh Burns to talk real strategies for marketing, seminar selling, and cross-selling Medicare clients the right way. You'll discover: How to run Medi…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" When Stacey and I talked with Corinne Vance for Episode 41, we started recording early and the conversation got really interesting really quickly (at least for us). We got to know a lot about Corinne: how she came to faith, her early experiences with Christianity, and how that has impacted her as a t…
  continue reading
 
In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith tackle the most important prep work agents should be doing now to dominate AEP. From AHIP certifications and carrier certs to CRM strategies, community relationships, and client retention — they cover it all. ✅ How to breeze through AHIP without the stress ✅ Key certific…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" There are certain experiences that are excruciatingly hard to talk about, and from which healing is incredibly difficult. Sexual abuse is far more common than most people realize, yet survivors often feel isolated and carry shame over their abuse. They need kind, caring people to support their healin…
  continue reading
 
This episode of The Medicare Sales Playbook dives into the heart of what separates a good agent from a great one — empathy, presence, and true connection. Host Dallas Keithley sits down with Medicare specialist Leonora Mansour of Trustworthy Financial to talk about how her background, life experiences, and intentional listening skills have allowed …
  continue reading
 
In this week's episode, David is joined by Geraint Lewis, Professor of Astrophysics at Sydney University. Geraint is a proponent of the fine-tuning argument as evidence for a multiverse and has authored a book on the topic "A Fortunate Universe: Life in a Finely Tuned Cosmos" [https://shorturl.at/xLyak]. To support this podcast and our research lab…
  continue reading
 
Welcome back to the Medicare Sales Playbook! In this powerful episode, Dallas Keithley sits down with Tim Colson, founder of Tri-State Legacy Group, to talk about the power of storytelling in Medicare sales and how real-life experiences can transform your business and build deep client trust. Tim opens up about his personal journey, the loss of his…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" What do you do when your spouse tells you she wants a divorce and is in love with another man? That was a question Harrison Scott Key never thought he'd have to answer. But it's exactly what happened. Over the course of several years he navigated an excruciating saga of fighting for his marriage and …
  continue reading
 
What do firefighting, the Marines, and Medicare sales have in common? Mike Hall. In this incredible episode, host Dallas Keithley sits down with the CEO of Trustworthy Financial, Mike Hall, whose journey from public service to financial freedom will challenge your excuses and ignite your passion. From overcoming self-doubt as a C student, to buildi…
  continue reading
 
In this episode of the Medicare Sales Playbook, Dallas and Matt unpack the most common reasons agents struggle to convert Medicare appointments into enrollments. From creating objections before clients even speak, to selling with your own wallet or preference, to skipping the crucial step of asking clear closing questions — this episode dives deep …
  continue reading
 
"Send us a message! (questions, feedback, etc.)" During his years as a church worship pastor, Greg was heavily influenced by today's guest Todd Fields. As a worship leader associated with 7:22, a weekly worship gathering started in 1995 by Louie Giglio at Northpoint Community Church in Atlanta, and as someone who has written and led worship music a…
  continue reading
 
Are Medicare Supplements going away? What's behind the commission cuts and the sudden carrier exits? In this game-changing episode of the Medicare Sales Playbook, Dallas Keithley sits down with one of the sharpest minds in the industry—Andrew Saul—to unpack the truth behind Medigap pricing, carrier shakeups, and the hidden strategies no one is talk…
  continue reading
 
🔥 This episode of the Medicare Sales Playbook is packed with real strategies you can implement TODAY to keep your clients, grow your business, and build real residual income! We dive into why retention beats acquisition, how to play the long game in Medicare, and introduce the CARE Method: Connect Advocate Review Educate 🎯 You'll learn: Why your cl…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" When situations in life activate our emotions, it can be easy to stay on the surface, focusing on what's going on and how we can "fix it." But often, the parts of us being activated aren't above the surface. We have to go deeper. In this episode, Dr. Eddie Capparucci talks about how his Inner Child M…
  continue reading
 
Welcome back to Medicare Sales Playbook! In this episode, Matt Smith sits down with Josh Burns—agency owner of Capstone Insurance & Financial Group in Brandon, MS—for a powerful conversation on building culture, recruiting the right agents, and thriving as an independent agency. Josh shares his journey from martial arts school operator to captive a…
  continue reading
 
In this week's episode, David is joined by Sara Imari Walker, Professor of Earth & Space Exploration at the Arizona State University. Prof Walker has spent the last few years developing a new concept in astrobiology known as assembly theory, which we explore in this episode. To support this podcast and our research lab, head to https://coolworldsla…
  continue reading
 
In this powerful episode of the Medicare Sales Playbook, Dallas sits down with business builder and elite recruiter David Price to discuss how he went from growing up in poverty to earning over $1 million in just 36 months as a licensed insurance agent. David shares how he scaled his business, built high-performing teams, and why Medicare is his ne…
  continue reading
 
"Send us a message! (questions, feedback, etc.)" Raising kids in a way that nurtures them and sets them up for a healthy life is SO difficult. Most parents deeply desire to provide for their kids in the best ways they can. But often they feel like they're showing up with a deficit, not having received nurture, care, and attention from their parents…
  continue reading
 
Get ready to laugh, cringe, and learn as Dallas Keithley and "Medicare" Matt Smith get real about how they stumbled into the Medicare world and what their first year in the insurance business really looked like. From getting fired to awkward seminars, avoidance behavior to game-changing breakthroughs — this episode covers it all. If you're a new ag…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play