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.

06/01/2026

One of the biggest frustrations in Medicare sales? Agents leading with gas cards, grocery cards, and perks instead of actual healthcare coverage. Dallas shares why this approach is hurting clients and the industry.

🎥 Full Episode: https://youtu.be/xBGB70lfryk

Listen on Spotify and Apple Podcast.

05/30/2026

Dental benefits, grocery cards, and “extra goodies” grab attention — but are agents leading clients the wrong direction? In this clip, Dallas and Matt break down why healthcare decisions should be based on real coverage first.

🎥 Full Episode: https://youtu.be/xBGB70lfryk

Listen on Spotify and Apple Podcast.

05/29/2026

One small prescription mistake can completely change a Medicare quote. Dallas and Matt explain why agents should always verify medications directly from the bottle — and how brand vs. generic drugs can create massive pricing differences.

🎥 Full Episode: https://youtu.be/xBGB70lfryk

05/28/2026

What happens to your insurance book of business if something happens to you?

This conversation highlights why agents need a succession plan — and how sharing your own planning experience can create stronger trust with clients.

🎥 Full Episode: https://youtu.be/FSASzhg2HA8

Listen on Spotify and Apple Podcast.

🔥🎙️ Episode 116 s LIVE 🔥🎙️How Top Medicare Agents Actually Quote PlansIn this episode of the Medicare Sales Playbook, Da...
05/28/2026

🔥🎙️ Episode 116 s LIVE 🔥🎙️

How Top Medicare Agents Actually Quote Plans

In this episode of the Medicare Sales Playbook, Dallas and Matt break down one of the biggest mistakes Medicare agents make when quoting plans: leading with the “goodies” instead of building a true healthcare strategy. From dental and grocery cards to provider networks and prescription costs, they explain how to properly guide clients through the quoting process while building trust, increasing retention, and creating long-term client relationships.

They walk through:
• How to properly compare Medicare Advantage plans
• Why accuracy with prescriptions and pharmacies matters
• Questions every agent should ask before recommending a plan
• How to avoid “selling by goodies”
• Why doctors, drugs, and hospital costs should drive decisions
• The importance of showing clients the process
• How cross-selling opportunities naturally happen when you “build a plan”
• Why slowing down can actually increase retention and referrals

Whether you're a brand-new Medicare agent or a seasoned producer looking to tighten up your process, this episode is packed with practical, real-world advice you can implement immediately.

Want more Medicare sales training, live coaching, and agent development resources?
Visit the Medicare Sales Playbook and join us at an upcoming MSP Training Day near you.

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

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

05/27/2026

Want to boost your client retention and close more sales? 📈

In Ep. 116, we’re breaking down exactly how to compare plans side-by-side and discover what matters most to your clients. You don't want to miss this one! 🙌

05/26/2026

Estate planning isn’t just about legal documents — it’s about protecting the people your clients care about most.

In this clip, Stephanie explains why powers of attorney are critical and how they help families step in during emergencies.

🎥 Full Episode: https://youtu.be/FSASzhg2HA8

Listen on Spotify and Apple Podcast.

Today and every day, we remember and honor our heroes who laid down their lives for our nation. Their sacrifice, courage...
05/25/2026

Today and every day, we remember and honor our heroes who laid down their lives for our nation. Their sacrifice, courage, and legacy will never be forgotten. We thank you for your sacrifice. 🇺🇸✨

05/23/2026

Most people don’t realize how important documents like HIPAA forms, advanced directives, and trusts become during an emergency — until it’s too late.

In this clip, Stephanie explains why having these documents in place creates peace of mind for both clients and their families.

🎥 Full Episode: https://youtu.be/FSASzhg2HA8

Listen on Spotify and Apple Podcast.

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