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Hosted by Dave Panozzo, a seasoned real estate sales expert, the Sales Playbook podcast is designed to equip sales professionals with actionable strategies, insights, and tips from top sales experts across various industries. Each episode features in-depth interviews, practical advice, and real-world applications to help listeners refine their skills, close more deals, and boost their career success. With a unique cross-industry approach, the podcast offers diverse perspectives that can be a ...
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Medicare Sales Playbook

Medicare Sales Playbook

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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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In this podcast, our host, Joe Ducarreaux, picks the brains of industry experts, innovators and sales leaders to draw up a series of playbooks full of actionable tips and tricks for you to take away and run with! Hosted on Acast. See acast.com/privacy for more information.
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"Sales and Marketing Playbook: Unleashed" is a dynamic and informative podcast that provides listeners with the essential strategies, tactics, and insights to excel in the world of sales and marketing. Hosted by industry experts and thought leaders, this podcast delves deep into the latest trends, best practices, and innovative approaches that drive success in the competitive business landscape. Whether you're a seasoned professional or just starting out, "Sales and Marketing Playbook: Unlea ...
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Welcome to The Medicare Sales Playbook! In today’s episode, host Dallas Keithley sits down with the dynamic and transformative speaker, Rocky Garza, to unpack the foundations of success in Medicare sales and beyond. This episode is packed with insights on personal growth, goal-setting, and mastering daily habits to build a thriving business while m…
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Send us a text What happens when a county prosecutor takes a bold leap into the world of criminal defense? We sit down with Dan Rosenberg, managing partner at Rosenberg Perry Associates, to uncover the strategies that have made his firm a standout in aggressive legal marketing. Dan takes us on his unique journey, sharing how questioning norms and e…
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Don't even think about crafting your 2025 goals without considering the one thing most people forget to include with their goals. I've included several examples and 3 questions you should ask yourself BEFORE the new year starts! Think I'm bluffing? Then I triple dog dare ya to give this week's episode of The Sales Playbook Podcast a listen!…
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In this episode of the Sales Playbook Podcast, host Dave Panozzo sits down with Joey Battista, a seasoned automotive sales veteran, for a powerhouse conversation between two sales greats. From closing deals to building lasting relationships, they share decades of experience and actionable insights that can elevate your sales game. Discover: ✅ Prove…
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Welcome to another episode of the Medicare Sales Playbook! Join Dallas Keithley and special guests Rusty, Michelle, and Sydney Noel of Insurance Educators as they share their inspiring journey from education to building a thriving Medicare insurance business. Hear about their struggles, triumphs, and strategies for success during AEP (Annual Enroll…
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Welcome back to Medicare Sales Playbook! 🎙️ In this episode, host Dallas Keithley sits down with Caitlin Sheffy, a rising star in the Medicare telesales world from Texas. Caitlin shares her inspiring journey from a house fire to helping over 1,000 clients navigate Medicare in just three years. This episode is packed with actionable insights for age…
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Send us a text Discover the secret to sustainable success with Rachel Boehm, a renowned expert in burnout prevention and peak performance. Rachel shares her personal journey from burnout to becoming a coach and offers transformative insights into how mental well-being is a cornerstone of business success. Gain practical strategies to ensure your te…
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Welcome to another episode of the Medicare Sales Playbook! Today, host Dallas Keithley sits down with Christian Brindle from Everything Senior Insurance for a game-changing discussion on how to grow and scale your Medicare business. Whether you're a brand-new agent or a seasoned pro, this episode is packed with actionable insights to help you build…
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Send us a text Unlock the secrets to building a successful law practice with Dan Posternock, managing shareholder at PosternockAppel, as he shares his journey into embracing an entrepreneurial mindset in the legal world. Together with Evan Polin, president of Polin Performance Group, and Craig Andrews, CEO of Beholder Agency, we examine how the oft…
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Welcome to another episode of the Medicare Sales Playbook with your host, Dallas Keithley! 🎙️ In this episode, we're diving into the untapped potential of ancillary products like hospital indemnity plans, cancer riders, and home healthcare policies. Dallas is joined by Brandon Reid, VP of Sales at Heartland National Life Insurance Company, who shar…
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Send us a text Unlock the secret to bridging the gap between sales and marketing with insights from Anthony Constantini, principal advisor at SRV HR. Discover how aligning these vital functions can propel your business to new heights by ensuring objectives and key results are in harmony. Misalignment often stems from sales focusing on revenue while…
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You can learn a really cool sales tactic from the Allstate commercials and it goes totally undetected. Oh, and it's not only effective; It needs to become an essential part of your prospecting efforts! IMPORTANT IMPORTANT IMPORTANT This episode is time sensitive because there's a FREEBIE at the end of the podcast that disappears tomorrow, December …
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Are you ready to take your Medicare sales game to the next level? In this episode of the Medicare Sales Playbook, host Dallas Keithley welcomes industry standouts Sam Pretz and Hunter Powell from Senior Benefits Plus. These young, driven leaders share their journey of building a thriving Medicare business, the importance of mentorship, and how they…
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There's something that I saw during the pandemic. I see it again, at least twice a year, and; I've seen it as an overall "vibe" when it comes to the ever-changing landscape of sales, and; It's taking money out of your pocket if it goes unchecked! In this week's episode of The Sales Playbook Podcast; We're gonna go there! To download my free guide H…
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Join hosts Dallas Keithley and Matt Smith as they break down the fundamentals of running effective Medicare sales presentations. From building rapport to navigating drug lists and handling objections, this episode is packed with practical advice to help agents sharpen their skills. Topics Covered: Why first impressions matter in client interactions…
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Send us a text Unlock the secrets to transformative business success with insights from Evan Polin and Craig Andrews alongside our special guest, Marc Sinkow. Dive deep into the world of CEO roundtables, where we explore how these sessions can elevate business leaders by fostering accountability and shared experiences. Marc, a veteran in guiding en…
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One of the biggest (if not THE biggest) destroyer of dreams is procrastination! On this week's episode of The Sales Playbook Podcast, we're gonna go there, and; I have an amazingly simple way to conquer it! Resources shared in this episode; Click HERE to download our FREE guide: How To Host A Sales Kickoff That Kicks Ass. To learn more about our 20…
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In this episode of the Medicare Sales Playbook, host Dallas Keithley sits down with industry expert Cody Askins for an insightful discussion on pushing past limits, overcoming plateaus, and scaling your Medicare business. Cody shares essential strategies to help seasoned agents who feel like they've hit a ceiling, providing valuable insights on bre…
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This time of year things can be a tad hectic with all the stuff on our plates, but; How can you get things done WITHOUT that feeling of overwhelm? In this week's episode of The Sales Playbook Podcast, we're gonna go there! Click HERE to download a copy of my FREE How To Hire A Sales Coach guide.Oleh Paul Castain
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Welcome back to the Medicare Sales Playbook! In this episode, we’re covering one of the most powerful strategies for growing your Medicare business – building a referral network. Dallas is joined by his mentor, Brian Askins, who has been a leader in the insurance industry for over 35 years. Brian shares his expert insights on creating a strong refe…
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Send us a text What if you could reshape the way your business approaches sales and marketing to achieve unprecedented growth? Together with Evan Polin, president of Polin Performance Group, and Craig Andrews, CEO of Beholder Agency, we unlock the secrets to accelerating sales cycles and enhancing digital presence. Evan shares his mastery in sales …
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Welcome back to the Medicare Sales Playbook! In today’s episode, host Dallas Keithley sits down with Paula Harrington from the Enrollment Store to dive into what makes her agency unique in the crowded Medicare market. Paula shares how her agency focuses on helping agents find purpose, build a supportive community, and succeed while making a differe…
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Send us a text Unlock the secrets to transforming your sales and marketing approach with insights from Evan Polin, president of Polin Performance Group, and Craig Andrews, CEO of Beholder Agency. Learn how to overcome stagnation, shorten prolonged sales cycles, and boost referrals with Evan's expert strategies. Craig reveals how Beholder Agency lev…
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In this episode of The Sales Playbook Podcast, host Dave is joined by guest Colton for an inspiring conversation on how life, faith, and fitness drive success in sales and beyond. Colton shares his personal journey, highlighting how physical fitness has become a cornerstone of his resilience and discipline, empowering him to thrive both professiona…
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In this week's episode of The Sales Playbook Podcast, I share some important lessons I learned when I completely screwed up my goals! You won't want to miss this episode because I hold nothing back! For your information, our new 2025 sales program has launched, and the good news is that you can start it today! Click HERE to check it out!…
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In this episode, host Dallas Keithley is joined by Tony Holland, founder and CEO of Global Premier Benefits. Tony shares his inspiring journey from humble beginnings to becoming a successful entrepreneur in the Medicare insurance industry. They discuss the importance of mindset, the power of adversity, and the essential steps for building a thrivin…
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Send us a text Unlock the secrets of business transformation with the wisdom of Evan Polin, Craig Andrews, and Rachel Steininger as they synergize sales, marketing, and operations for unparalleled growth. Witness how Evan, the president of Polin Performance Group, breaks down barriers in securing ideal clients and accelerating sales cycles, while C…
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In this episode, we're thrilled to welcome the incredible Norma Johnson, a Medicare pharmacist and founder of Johnson Health Advisors. Norma brings a wealth of knowledge about the ever-changing world of prescription drug plans (PDPs), especially in light of the Inflation Reduction Act. If you're a Medicare agent or client struggling to navigate Par…
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Send us a text Uncover how innovative thinking can transform your approach to sales and marketing with insights from Mac, also known as Steve P McKeon, the mastermind behind MacGyverTech and MacnNerd. With a rich background in tech, Mac shares his extraordinary journey of deconstructing and creating, steering clear of the mainstream and inspiring c…
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In this episode, we’re joined by a very special guest, Luke Acree, President of Reminder Media, to dive deep into marketing strategies for Medicare agents. With the Medicare market set to peak at 14,000 people turning 65 every day in 2025, now is the perfect time to set yourself apart. In this insightful discussion, Luke shares practical strategies…
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Send us a text Ready to kick your business growth into high gear this fall? Discover how aligning your sales and marketing strategies with the back-to-school season can propel you towards achieving those end-of-year goals. Join Evan Polin and me, Craig Andrews, as we uncover the tools you need—like CRM systems and sales enablement software—and the …
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In this week's episode of The Sales Playbook Podcast, we're going to talk about 3 things you MUST ask your clients for as we start Q4, because; If you do, you have 3 secret weapons to help your results! For information on how you can book me to speak at your upcoming sales kick-off meeting click HeRe!…
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Welcome back to the Medicare Sales Playbook! In this episode, your host Dallas Keithley dives into the importance of trust-building in the Medicare sales industry. We're joined by a special guest, Khris Bryan, owner of Anchor Financial Group and founder of Wealth Warriors. As a combat veteran, Khris brings a unique perspective to the financial serv…
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In this week's episode of The Sales Playbook Podcast, we're going to discuss a HUGE mistake many of you are about to make as you enter Q4. Sadly, many sales professionals made the same mistake during the pandemic, during changes in the economy, the longer sales cycles we've been experiencing, etc. For information on how you can book me to speak at …
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In this episode of the Medicare Sales Playbook, we're diving deep into how social media, specifically TikTok, is transforming the Medicare sales industry. Our guest, Tim Smith of Smith Insurance Solutions, shares how he went from being hesitant about social media to generating hundreds of leads for his Medicare business each month. Tim reveals his …
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Send us a text Is your business ready to ace the back-to-school season? Discover how the end of summer can be a prime opportunity to refocus your sales and marketing strategies. Join Evan and me, Craig Andrews, as we draw fascinating parallels between students gearing up for a new school year and businesses striving to hit their annual goals. We’ll…
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Welcome back to the Medicare Sales Playbook! In today’s episode, we’re excited to have special guests Jennifer Harris and Adrienne Ostrus from Eldercare Insurance Services join us in the studio. With over 20 years of combined experience in Medicare, these experts share their insights on the tools and strategies that can help agents grow their busin…
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Tune into the Sales Playbook Podcast hosted by top real estate sales trainer Dave Panozzo, where he interviews his wife, Kim Panozzo. Together, they share their journey from meeting in the military to working their first combined sales job. It wasn’t always about closing millions in real estate deals each year. Their story mirrors the classic “Fast…
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I have some prospecting data I'm going to share in this episode and it isn't pretty, but; The cure is super easy and I have a few freebies for you that will help! Resources mentioned in this episode: FREE Creative Prospecting Guide How To Write Cold Emails That Command AttentionOleh Paul Castain
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Welcome back to the Medicare Sales Playbook, the go-to podcast for Medicare agents looking to elevate their game! In this episode, Dallas is joined by the passionate and knowledgeable Michael Bond from Serenity Insurance Group. With years of experience, Michael has transformed his Medicare business and is here to share his journey from being a top …
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Send us a text Unlock the secrets to dominating your local market with our latest episode of the Sales and Marketing Playbook Unleashed. Join us as we uncover the power of local SEO services and "near me" searches to attract customers in your community. Craig Andrews and Evan Polin discuss the pivotal role of building local relationships and how be…
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Welcome back to the Medicare Sales Playbook, hosted by Dallas Keithley! In today’s episode, we’re joined by the incredible Ray Hunter, owner of RH Financial Group. Ray shares his journey from corporate sales to becoming a leader in the Medicare insurance space, offering valuable insights on how to grow your Medicare business with integrity and pass…
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There was this SDR who did something brilliantly creative to get my attention, and then; Things went wrong . . . terribly wrong! On this week's episode of The Sales Playbook Podcast, we're gonna go there! This episode of The Sales Playbook Podcast is brought to you by our From Cold To Gold: Prospecting Tactics That Convert webinar. Click HERE for d…
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As the Annual Enrollment Period (AEP) approaches, it's crucial to have a solid game plan in place to ensure you're fully prepared to maximize your Medicare sales. In this episode of the Medicare Sales Playbook, host Dallas Keithley is joined by Brian Askins, CEO of Impact Legacy Group, to provide you with a step-by-step guide on how to get ready fo…
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It's getting harder and harder to get a busy decision-maker's attention, and; If you want to stand out, you'll need to consider the approach we discuss in this week's episode of The Sales Playbook Podcast. Click HERE to learn about our upcoming prospecting webinar: From Cold To Gold Prospecting Tactics That Convert!…
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There's an old saying that tells us we should "never look back", but; Sometimes you need to look back to keep moving forward. I get into the details and share how I recently turned around a day where I was guilty of "stinking thinking"! Click Here for information about my 1 on 1 coaching program. Click HERE to learn how to hire me to speak at your …
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