How To Sell Medicare: Stop Wasting Your AEP Money: Medicare Marketing Plan For 2026 Medicare Sales Playbook podcast

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How to Sell Medicare: Stop Wasting Your AEP Money: Medicare Marketing Plan for 2026

5d ago 34:18

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AEP is over. The big checks are coming. Now what? 👀

Here's your behind-the-scenes playbook on how real Medicare pros use those January–March commissions to build momentum for the entire year instead of blowing it like a limited-time McRib.

In this episode of Medicare Sales Playbook, Dallas Keithley and the "ever-effervescent" Medicare Matt Smith break down how to:

Turn your AEP windfall into a 2026 game plan instead of a short-term payday
Set real goals that actually mean something by looking at your past, present, and future
Get clear on your WHY so "financial freedom" becomes a real outcome, not a vague wish
Budget your bonus checks (taxes, marketing, living money, and future AEP war chest)
Move from pursuit marketing (leads, mailers, seminars, community events) to referral-driven business over your first 3+ years
Use OEP the right way—protecting what you have, serving clients well, and setting yourself up for long-term referrals
Build a year-round seminar & pipeline strategy so you're not starving in February and March
Partner with carriers & uplines for funding and support (when you come with an actual business plan)
Avoid the classic trap of "taking all of December off" and giving other agents a 30-foot head start in 2026

If you're a Medicare agent who just finished AEP and is staring at that deposit thinking, "Okay… now what?", this episode will give you a step-by-step way to:

👉 Spend smarter, market bigger, and build a business that pays you all year—not just during AEP.

📌 Next Steps for Agents

Take one day to review your AEP: what worked, what didn't, and what you'll change Decide how much of your January–March money is going to taxes, marketing, and future AEP
Build a simple 2026 business plan (goals by quarter, marketing budget, seminar/lead strategy)
Reach out to carriers and your upline with that plan and ask how they can partner with you

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If this episode helped you think differently about your Medicare business:

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Share this with another agent who just finished AEP and needs a roadmap for 2026

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