Medicare Sales Playbook

Medicare Sales Playbook Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Medicare Sales Playbook, Insurance broker, Springfield, MO.

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.

06/23/2026

January is coming, and every Medicare agent will look back on AEP with either pride or regret. Which one will you be? Matt shares a powerful perspective on the decisions you're making right now.

🎥 Full Episode: https://youtu.be/p2Ikx4R_3l4

Listen on Spotify and Apple Podcast.

06/23/2026

Working harder isn't always the answer. In this clip, Matt challenges the industry's obsession with overworking and explains why family, health, and efficiency should never be sacrificed during AEP.

🎥 Full Episode: https://youtu.be/p2Ikx4R_3l4

Listen on Spotify and Apple Podcast.

06/20/2026

Need a simple AEP game plan? Matt breaks down the four-month roadmap every Medicare agent should follow: July is preparation, August is pipeline building, September is scheduling, and October is ex*****on.

🎥 Full Episode: https://youtu.be/p2Ikx4R_3l4

Listen on Spotify and Apple Podcast.

06/19/2026

AEP can build your business—but it can also break you if you're not careful. Matt shares a personal story about burnout, panic attacks, and the wake-up call that changed how he approaches AEP preparation.

🎥 Full Episode: https://youtu.be/p2Ikx4R_3l4

Listen on Spotify and Apple Podcast.

06/18/2026

The agents who have their best AEP don't start preparing in October—they start now. In this clip, Matt explains why the 119 days leading up to AEP are more important than the enrollment period itself and how your preparation today can impact not only this year's results, but your business for years to come.

🎥 Full Episode: https://youtu.be/p2Ikx4R_3l4

Listen on Spotify and Apple Podcast.

🔥🎙️ Episode 119 is LIVE 🔥🎙️Don't Waste the Next 119 Days: Your AEP Success PlanWhat separates a record-breaking AEP from...
06/18/2026

🔥🎙️ Episode 119 is LIVE 🔥🎙️

Don't Waste the Next 119 Days: Your AEP Success Plan

What separates a record-breaking AEP from a disappointing one? Preparation.

In this solo episode of Medicare Sales Playbook, Matt Smith lays out a complete 119-day roadmap to help Medicare agents prepare for the most important season of the year. From certifications and carrier contracting to referral generation, event planning, client reviews, and burnout prevention, this episode provides a month-by-month game plan designed to help you maximize your results during AEP.

Matt breaks down exactly what agents should be focused on in July, August, September, and October, while sharing practical strategies for building a stronger pipeline, improving client retention, increasing referrals, and avoiding the common mistakes that hold agents back.

If you're serious about making this your best AEP ever, this episode will help you create the systems, habits, and preparation needed to win when October arrives.

In this episode:
✅ Why the next 119 days matter more than the 54 days of AEP
✅ July's focus: certifications, visibility, and preparation
✅ August's focus: referrals, events, and pipeline building
✅ September's focus: scheduling, organization, and ex*****on readiness
✅ How to prevent burnout during AEP
✅ The importance of auditing your book of business
✅ Why successful agents don't rise to the occasion—they fall to their level of preparation

Want to take your Medicare business to the next level?
Visit MedicareSalesPlaybook.com to learn more about upcoming training events, resources, and coaching opportunities.

👍 Like this video if you found it helpful
🔔 Subscribe for weekly Medicare sales training and industry insights
💬 Comment below: What are you doing right now to prepare for AEP?

Connect With Us:
Website: https://medicaresalesplaybook.com/
Instagram: https://instagram.com/themedicaresalesplaybook
TikTok: https://www.tiktok.com/.sales.pl
Facebook: https://facebook.com/medicaresalesplaybook
YouTube Link: https://youtu.be/p2Ikx4R_3l4

Tune in now: https://medicaresalesplaybook.com/podcast-episodes/

06/17/2026

🎙️ Episode 119 drops tomorrow!

What separates a record-breaking AEP from a disappointing one? Preparation. In this solo episode of Medicare Sales Playbook, Matt Smith shares a 119-day roadmap to help agents maximize AEP through smarter planning, stronger pipelines, better client retention, and avoiding common mistakes. If you're serious about making this your best AEP ever, you won't want to miss this.

Stay tuned 🚀

06/17/2026

Hunter Palmer explains the "Income Protection" strategy that's helping truck drivers and self-employed workers protect their finances. It's not just life insurance—it's a complete system designed to provide cash when life takes an unexpected turn.

🎥 Full Episode: https://youtu.be/W7iuOxcKDnw

Listen on Spotify and Apple Podcast.

06/15/2026

Retirement planning isn’t just about covering monthly bills — it’s about preparing for the unexpected too.

In this clip, we discuss why retirees need to account for both fixed expenses and surprise costs like home repairs, travel, hobbies, and time with family. A strong retirement plan gives you the flexibility to enjoy life with confidence.

👉 Schedule your complimentary On-Track Retirement Review at MyOnTrackRetirement.com

🎥 Watch the full episode here: https://youtu.be/1fiE4uHA_dY

Listen on Spotify and Apple Podcast.

06/13/2026

When presenting multiple products, Hunter Palmer doesn't focus on individual costs—he focuses on the outcome. Learn how packaging solutions together simplifies the conversation and helps clients make better decisions.

🎥 Full Episode: https://youtu.be/W7iuOxcKDnw

Listen on Spotify and Apple Podcast.

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