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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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Tune in for informative conversations covering a range of topics for post-acute providers. The Post-Acute POV focuses on the importance of innovative technology in care settings, and how it can help home-based and facility-based organizations optimize clinical, operational, and financial processes while delivering exceptional care and support for patients and residents. With new topics and guests on each episode, we explore trends and solutions that make connecting and collaborating across t ...
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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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In the latest episode of the Post-Acute POV podcast, our host, Nick Knowlton, vice president of strategic initiatives at ResMed, is joined by Windy Adams, senior vice president of client experience and strategic initiatives at Forcura, a cloud-based software solution that simplifies document workflow, data exchange, and secure communication from an…
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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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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 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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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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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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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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In the latest episode of the Post-Acute POV podcast, our host, Rob Stoltz, senior business development director, is joined by Matt Challberg, CEO, and Luca Ventura, CTO, who are both co-founders at Tallio, a healthcare technology innovation company building the best tools for people who provide the best care. The group explores the recently establi…
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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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Welcome to another episode of the Medicare Sales Playbook, where we equip you with the strategies to grow your Medicare business, one play at a time. In this episode, host Dallas Keithley sits down with industry veteran Craig Burri, a man with a wealth of experience and stories that will both entertain and educate you. Craig shares his journey from…
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In this episode, host Dallas Keithley sits down with Pat Schmidt from Impact Legacy Group, a man who humorously claims to know the least about Medicare but has worked with more Medicare professionals than most. Together, they dive into how Pat has empowered medicare agents to add tens of thousands of dollars into their businesses, and how you can d…
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Introduction  In the latest episode of the Post-Acute POV podcast, our host, Rob Stoltz, senior business development director, is joined by Shelly Baas, clinical informatics coordinator at FaithHospice, Travis Fawver, solutions architect at Inovalon, John Larscheid, solutions engineer advisor at Inovalon, and Rachael Feeback, senior product manager…
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Welcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and co-host “Medicare” Matt Smith dive into a crucial topic: "Why Can't I Grow? Understanding and Overcoming Barriers to Building a Successful Team." They discuss practical tips and personal experiences to help you grow your Medicare sales team effectively. Whether you're…
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Welcome to another episode of the Medicare Sales Playbook with your host, Dallas Keithley! We hope you're having an amazing week, and we're here to make it even better by bringing you some valuable insights today. We appreciate you tuning in because your time is incredibly valuable, and it means a lot to us that you're spending some of it with us. …
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Welcome to another episode of the Medicare Sales Playbook! I'm your host, Dallas Keithley, and today I'm joined by the one and only Medicare Matt Smith. Get ready to learn how to make your contracting process smoother and more efficient. In this episode, we dive into the essential steps you need to take to ensure your Medicare contracting goes off …
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Welcome back to the Medicare Sales Playbook! I'm your host, Dallas Keithley, joined by our good friend and co-host, Medicare Matt Smith. Today, we’re rolling up our sleeves and diving deep into the topic of hospital indemnity plans. Hospital indemnity plans can significantly boost your bottom line, potentially adding $50,000-$60,000 in the first ye…
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Introduction  In the latest episode of the Post-Acute POV podcast, our host, Chris Pugliese, Director of Product Interoperability, is joined by Holly Miller, MD, MBA, FHIMSS, Chief Medical Officer, MedAllies, Brooke Vanderpool, MSN, RN, Assistant Vice President of Patient Services, National HealthCare Corporation, and Allison Rainey, APRN, FNP-BC, …
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Welcome back to the Medicare Sales Playbook! In today’s episode, we are thrilled to introduce the Rose boys from Diversified Companies - Mike, Dan, and Anthony. These industry experts have a wealth of information about the Medicare market, much like our previous guest, Cody Askins. Their father started in the business years ago, and they've since t…
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Welcome back to another episode of the Medicare Sales Playbook! In this episode, we dive deep into the essentials of cross-selling and how it can transform your business. Our host, Dallas Keithley, is joined by the always insightful Mr. Medicare Matt Smith. Together, they share practical tips and strategies to help you become the go-to insurance ag…
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Welcome back to the Medicare Sales Playbook! We’ve got an exciting episode for you today. Huge thanks to everyone for the amazing support and feedback. We love hearing your success stories and wins each week! Today, we’re thrilled to have Tony Gossard, an industry expert, joining us. Tony has been in the Medicare business since 2019, after a long c…
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Welcome back to the Medicare Sales Playbook! Today, we have something special in store based on your feedback for more hands-on training. Joining me as co-host is Matt Smith, an industry expert with ten years of experience in the Medicare field. In this episode, we dive into the basics of Medicare and discuss how to effectively present it to your c…
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Introduction  In the latest episode of the Post-Acute POV podcast, our host, Melissa Polly, Senior Director of Marketing, is joined by Daniel Zhu, VP of Product, Data, Analytics, and AI/ML, and Jessica Rockne, Head of Product Management, to have a conversation on the current applications of artificial intelligence in the world of home-based care an…
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Ladies and gentlemen welcome back to the Medicare Sales Playbook! If you're new here, the purpose of this show is to be positive, talk about Medicare, and help you grow. We want to know how we can better serve you, so keep your feedback coming. Who do you want to see on the show? Let us know, and we'll make it happen! Today, we're doing something s…
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Introduction  In the latest episode of the Post-Acute POV podcast, our host, Amy Wootton, RDN, Head of Product, is joined by Allison Rainey, ARPN, FNB-C, Head of Nursing and Clinical Informatics, and Sandy Hudak, RN, Associate Product Manager, to have a conversation on advanced strategies for nutrition care planning that can be tailored to senior n…
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Welcome back to the Medicare Sales Playbook podcast with your host, Dallas Keithley! In this episode, we dive deep with our special guest, Sid James, a dynamic young professional from the Sid James Agency. As an emerging leader in the Medicare space, Sid shares his journey from college basketball to insurance success, the strategies behind opening …
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Welcome back to the Medicare Sales Playbook! In this episode, host Dallas Keithley dives into an engaging conversation with Stephen Robinson, founder of Neuse Consulting, about his journey through the Medicare industry, from a captive agent to establishing his own independent consultancy. Stephen shares his extensive experience, beginning with his …
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In this episode, we're diving deep into the art of building a powerhouse Medicare sales program with our very special guest, Mr. Ty James. With over 13 years in the business and an unstoppable track record, Ty shares his journey from milking cows to mastering the Medicare market, revealing the strategies that propelled him to VP of Medicare Sales a…
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Welcome to another engaging episode of the Medicare Sales Playbook podcast! Join host Dallas Keithley as he welcomes a dynamic guest, Casy Askins, who shares her journey from a competitive athlete to a trailblazer in the Medicare insurance industry. Casy delves into her transition from coaching to thriving in the insurance business, emphasizing the…
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🎥 In today’s episode, our host Dallas Keithley is joined by special guest Jeremie Pielemeier, VP of Eldercare Insurance Services, Hot Springs, Arkansas. Dive into an insightful discussion on the real essence of Medicare sales and how educating rather than selling has transformed their approach to success. 🔍 Jeremie shares his journey from his chall…
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In this recent episode of the Post-Acute POV podcast, our host, Nick Knowlton, VP of strategic initiatives, has a conversation with experts Deb Wesley, CEO of Addison County Home Health and Hospice, and Chris Pugliese, our director of interoperability, regarding the expanding role of interoperability in post-acute care settings. Together, they exam…
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Join us for an electrifying episode of the Medicare Sales Playbook! In this special feature, we are thrilled to welcome Colonel Retired Mike Katka, a distinguished veteran of the U.S. Air Force. With a remarkable career spanning 24 years and numerous deployments, including piloting C-130s and participating in significant missions globally, Colonel …
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We're excited to have digital marketing expert Sandra Gebhardt on the show. Known for her dynamic approach and significant impact on small business growth, Sandra shares essential tips for Medicare agents. She discusses the power of using one's unique voice and leveraging organic social media marketing to reach and engage clients effectively. 📌 Abo…
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Welcome back to another enlightening episode of the Medicare Sales Playbook! Today, we dive deep into the personal stories and strategies that shape successful Medicare sales careers. We're thrilled to have Cody Askins, also known as Mr. 8%, with us, sharing his journey, and the insights that propelled him to success and made him a household name i…
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Welcome back to the Medicare Sales Playbook, hosted by Dallas Keithley! In this exciting episode, we're diving deep into the strategies and personal journeys that have shaped successful Medicare sales careers. Our special guest, Gabe Tovar from Tovar Financial, shares his remarkable transition from a pressman to a leading figure in the Medicare sal…
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In this installment of the Post-Acute POV podcast, Rob Stoltz, our host and senior business development director, engages in a conversation with Melissa Bailey, vice president of sales and business development at Swift Medical. In their engaging discussion, the duo delves into the transformative power of Swift Medical's cutting-edge wound care tech…
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In this installment of the Post-Acute POV podcast, Rob Stoltz, our host and senior business development director, is joined by Drew Bringhurst, chief commercial officer at Hospice Dynamix, and Tonya Hall, regional vice president of operations at Sage Family of Companies. Together, they discuss the best ways to utilize data to improve outcomes, opti…
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In an engaging episode of the Medicare Sales Playbook, host Dallas Keithley welcomes Tony and Grace Merwin of Avila Medicare Solutions, showcasing a compelling blend of personal passion, industry expertise, and strategic partnership. The Merwins share their unique journeys; Tony transitions from a successful wholesale career to the challenging yet …
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Join host Dallas Keithley on a journey through the ever-evolving world of Medicare sales. Every week, we delve into strategies and stories designed to expand your Medicare business, one play at a time. Our mission? To provide a beacon of positivity and encouragement in your quest to grow your Medicare book of business, without casting a shadow on t…
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Dive into the world of Medicare sales with our latest episode, where host Dallas Keithly welcomes Brian Askins, CEO of Impact Legacy Group, for a captivating discussion on his 34-year journey in the insurance industry. From his humble beginnings to becoming a leader in Medicare sales, Brian shares invaluable insights on the evolution of Medicare pr…
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Introduction In this episode of the Post-Acute POV podcast, Rob Stoltz, our host and senior business development director, is joined by Drew Bringhurst, the chief commercial officer at Hospice Dynamix. Together, they delve into Hospice Dynamix' use of artificial intelligence and data-driven analytics to accurately designate predictive length of sta…
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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 financi…
  continue reading
 
Introduction In this episode of the Post-Acute POV Podcast our host, Melissa Polly, our senior director of marketing, is joined by Rob Stoltz, senior director for business development and strategic initiatives, and Elliot Wood, CEO and President of Medalogix to discuss their personal tips and tricks for leveraging data to obtain improved outcomes i…
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Introduction In this installment of the Post-Acute POV podcast, Rob Stoltz, our host and senior business development director, engages in a conversation with Joseph Ebberwein, the co-founder and chief financial officer at Corstrata. Together, they delve into Corstrata's innovative evolution, addressing staffing challenges in post-acute care, and th…
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Introduction In this episode of the Post-Acute POV podcast, Annette Salisbury, senior vice president of HCC clinical services at PruittHealth, is joined by our own, Daniel Zhu, vice president of product management, data, analytics, and AI/ML, and Kelly Danielson, clinical product manager, to outline the future of artificial intelligence (AI) in lon…
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Introduction In this episode of the Post-Acute POV podcast, our host, Rob Stoltz, senior director of business development, is joined by Melissa Kozak, co-founder and president, CitusHealth, to discuss streamlining communication and collaboration across post-acute care. Join the duo as they discuss the origins of CitusHealth and Melissa’s background…
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Introduction In this episode of the Post-Acute POV podcast, our host, Tim Smokoff, general manager for home health and hospice, is joined by Paul Hess, senior director of research at KLAS Enterprises to share his personal experience and tips for enhancing your organization’s “Best in KLAS” rating. Join the duo as they discuss how KLAS Research can …
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Introduction In this episode of the Post-Acute POV podcast, our host, Diana Eastabrook, staff writer for McKnight’s Home Care, is joined by Rob Stoltz, senior director business development director, and Kathy Piette, co-founder and CEO of Corstrata, to discuss new trends and innovations in at-home healthcare models. Join the duo as they outline the…
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Introduction In part 2 of our latest series of the Post-Acute POV podcast, our host Lois Bowers, editor at McKnight’s Senior Living is joined by Allison Rainey, APRN, FNP-BC, head of nursing and clinical informatics at MatrixCare, and Daniel Zhu, VP of product management, data & AI/ML at MatrixCare. Join Lois, Allison, and Daniel as they discuss th…
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Introduction In this two-part series of the Post-Acute POV podcast, our host Lois Bowers, editor at McKnight’s Senior Living is joined by Allison Rainey, APRN, FNP-BC, head of nursing and clinical informatics at MatrixCare, and Daniel Zhu, VP of product management, data & AI/ML at MatrixCare. Join Lois, Allison, and Daniel as they discuss what AI a…
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