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Medicare Sales Playbook

Medicare Sales Playbook

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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 ...
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In this podcast, Finn Thormeier, Founder of Project 33, shares the best Founder-Led Marketing strategies & playbooks from CEOs & Founders. Prior guests include Jason Fried, Henry Schuck, Megan Bowen, Guillaume Moubeche, Josh Braun, Todd Busler, Peter Caputa, Chris Walker, Greg Head, Adam Robinson, Gal Aga, Alina Vandenbergh, Alec Paul, Melissa Kwan and many more. Key Topics: Demand Gen, SaaS Growth, B2B Marketing, B2B Content, Linkedin, Personal Branding, Founder Branding.
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What Dewey Do?

Great Lakes Wealth

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Monthly
 
What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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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…
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Jul 9, 2025 – Julian Brigden, president of MI2 Partners, joins FS Insider's Cris Sheridan for a must-listen macro deep dive. Julian discusses the surging S&P 500 and Nvidia’s record highs, but warns of a “money illusion” as the dollar weakens...By [email protected] (Financial Sense)
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Jul 8, 2025 – Few understand the mechanics of global liquidity like Dr. Michael Howell. In this exclusive interview, he reveals what’s really driving asset prices—and what investors must watch now. Today, we discuss Fed policy, China’s central bank, and...By [email protected] (Financial Sense)
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In Case You Missed It... 👉 Top 5 Strategies to Build Your Wealth! https://youtu.be/xpC_ccNN6m0?si=fv_6ytjoxXspBNi0 👉 What NO ONE Tells You About Being a Paid College Athlete… https://youtu.be/XvF81B8QP-E 👉 5 Ways to Invest When Interest Rates Fall! https://youtu.be/f4ZN3BMYRsk?si=UAMOuQ-8PoMj5pQ_ 👉 Top 5 Financial Tips for 2024! (MUST WATCH) https:…
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Jul 7, 2025 – Thinking about moving from a high-tax state to a low-tax state? You’re not alone—and there are crucial steps you must take to avoid costly mistakes. In today's Lifetime Planning segment, Crystal Colbert goes through the essential dos...By [email protected] (Financial Sense)
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James Hawkins is the co-founder & co-CEO of PostHog, a dev-first product suite built to help teams build better software, faster. Since launching in 2020, PostHog has grown to 100+ people, 14 products, and a plan to hit $100M ARR by 2026, all while staying lean, shipping fast, and having fun. In this episode, James breaks down how they got early tr…
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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 …
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Jun 30, 2025 – Imagine a future where cancer is managed, not feared—starting today. In this compelling interview, Dr. Thomas Seyfried, a leading researcher at Boston College, speaks with Financial Sense Newshour’s Jim Puplava, challenging...By [email protected] (Financial Sense)
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Santosh Sharan is the founder of ZeerAI, who helped scale companies like Apollo, ZoomInfo, and RB2B. ZeerAI is building AI agents that act like your best sales rep, engaging with buyers, answering questions, and moving deals forward without needing a human. In this episode, Santosh explains why most sales and marketing channels are failing, how Lin…
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Jun 26, 2025 – In a world rattled by tariffs, geopolitical tensions, and volatile oil prices, how close are we to another market peak—and what comes next? Kurt Kallaus at ExecSpec.net sees low recession risk, supported by subdued oil prices and fading...By [email protected] (Financial Sense)
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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…
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Gal Aga is the co-founder and CEO of Aligned, a deal room platform used by teams at HubSpot, Salesforce, Intel, and more. In the last year, Gal went from a few thousand followers to 74,000+, gets up to 1M impressions per week, and attributes 65% of Aligned’s leads directly to LinkedIn. In this episode, Gal breaks down exactly how he writes high-per…
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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…
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Kevin Smith and Marc Bernardin gather in the Virtual Scum & Villainy Cantina to discuss the Spaceballs 2 announcement, the new Wonder Woman announcement, and other entertainment news before answering some viewer questions.SPONSOR►► Your new wardrobe awaits! Get 20% off Chubbies with the code beyond at https://www.chubbiesshorts.com/beyond…
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Jun 13, 2025 – Financial Sense Newshour welcomes John Roque of 22V Research and Greg Weldon of the Global Macro Strategy Report for a high-stakes discussion on today’s market turning points. Roque shares why silver’s next target is $40...By [email protected] (Financial Sense)
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Jason Fried is the co-founder of ⁨37signals the company behind Basecamp and HEY, and a pioneer of calm company building. In this episode, Jason explains why he doesn’t chase trends like AI, how 2-person teams launch new products inside 37signals, and what it really means to build with taste, not speed. Topics we cover in this episode: - Why Basecam…
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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 …
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Jun 11, 2025 – What if the very structure of modern investing—passively funneling trillions into markets—is silently engineering a financial crisis worse than the 2000 tech bubble? In this compelling interview, Michael Green, Chief Strategist...By [email protected] (Financial Sense)
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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…
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It's the Return of the Smith as Kevin Smith and Marc Bernardin reunite in the Virtual Scum & Villainy Cantina to catch up and talk about the Dogma Resurrection tour, the Final Reckoning of Mission Impossible, and what exactly is an R-Rated Star Wars.Control Body Odor ANYWHERE with MANDO and get 20% off sitewide + free shipping with promo code FATMA…
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Jun 4, 2025 – FS Insider interviews Bruce Mehlman of Mehlman Consulting, discussing the Trump administration’s aggressive policy agenda and the unprecedented judicial challenges it faces, with over 300 lawsuits and 170 temporary...By [email protected] (Financial Sense)
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May 30, 2025 – Are markets poised for a breakout or bracing for chaos? Jim Puplava and John Kosar of Asbury Research dive into the forces driving today’s volatile markets. Kosar reveals why his risk-on model is bullish since April 24th, spotlighting...By [email protected] (Financial Sense)
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🔥 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…
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May 28, 2025 – Fintech expert Rich Turrin joins FS Insider to discuss the latest trends and breakthroughs with stablecoins, agentic AI, quantum computing, and how China is taking a lead across industries. He explores stablecoins’ role as private...By [email protected] (Financial Sense)
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