Best Aep Podcasts (2024)

1
Go All In This AEP 30:36

3d ago30:36

30:36

This week, we break down how to crush it during the Annual Enrollment Period. Get ready to dive into strategies like studying the market inside out, crafting a solid weekly game plan, and scheduling appointments strategically to avoid unnecessary travel. We'll talk about why quick responses to calls, keeping an up-to-date to-do list, and following …

1
Preparing for AEP: Strategies for Success with ConnectureDRX 25:33

11d ago25:33

25:33

In this episode of the Insurtech Building Blocs Podcast, hosts Tim Robinson and Cory Schmidt discuss the upcoming AEP and the challenges faced by independent agents in the insurance industry. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX, who introduce their new product, PlanCompare Edge for Agents, designed to streamline…

1
Last Minute AEP preparation tips 26:13

19d ago26:13

26:13

Last-Minute AEP Preparation: Key Strategies from Industry Experts As we approach the Annual Enrollment Period (AEP), ensuring that your preparations are comprehensive and efficient is critical for a successful season. In this episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff shared valuable insights and strategies for last-m…

1
Don’t Retire, Graduate, with ⁠Eric D. Brotman, CFP®, AEP®, CPWA®⁠ 41:29

27d ago41:29

41:29

Do you have a plan for your second chapter?What does retirement look like for you?Can you imagine life beyond your current 9-5 job? In today’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Eric Brotman shares how retirement has changed for many people and how financial and retirement planning must evolve and adapt to these c…

1
How to Sell Medicare: Establishing Trust in Medicare Sales 27:42

2d ago27:42

27:42

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…

1
Some of the Big Medicare Changes for 2025 10:09

4d ago10:09

10:09

Hi, everyone. Welcome to Making Medicare Fun. I'm Ricki Stewart, a licensed independent agent serving my clients in Florida, Alabama, Mississippi, and Louisiana. In this fall episode, we delve into the upcoming annual enrollment season from October 15th to December 7th, focusing on significant changes to Medicare for 2025. We'll break down the remo…

1
How the Inflation Reduction Act Reforms Medicare Part D Plans in 2025 40:46

5d ago40:46

40:46

Understanding Medicare Part D and the Inflation Reduction Act Kathe Kline is joined by Andrew Saul, Sales Director at Physicians Mutual, to delve into the complexities surrounding Medicare Part D and the changes ushered in by the Inflation Reduction Act. Key points of discussion included the new $2,000 out-of-pocket cap and its impact on seniors, a…

1
Develop a Wealthy Attitude with Travis Freeman 37:39

5d ago37:39

37:39

What separates a wealthy person from the rest of us? Can you change your mindset to attract wealth?What steps can you take to find wealth early in life? In this week’s episode of Get Your FILL – Financial Independence & Long Life, Certified Financial Planner, Travis Freeman, shares his rags-to-riches story along with important lessons that he’s lea…

1
How to Sell Medicare: Social Media Secrets for Medicare Agents 20:18

9d ago20:18

20:18

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 …

1
Client Retention Strategies Amid Medicare Plan Disruptions 37:44

12d ago37:44

37:44

Navigating Medicare Plan Changes: Key Strategies for Insurance Agents In our latest episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff dive deeply into the essentials of managing Medicare plan changes and the importance of timely communication with clients. Here are the most critical takeaways and strategies discussed to en…

1
Make Midlife Your Best Life with Kathy Batista 34:28

12d ago34:28

34:28

Women – are you looking forward to your mid-life?Does the idea of aging fill you with excitement?It should! In this week’s episode of Get Your FILL – Financial Independence & Long Life, mood, mindfulness and mindset coach, Kathy Batista, shares strategies for making your mid-life your best life. Watch the video: https://youtu.be/rJiBf2mx4wA About K…

1
How to Sell Medicare: Proven Tools and Compliance Tips from Eldercare 28:59

16d ago28:59

28:59

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…

1
What's The Move? Part 4 29:09

17d ago29:09

29:09

In part four of our "What's The Move?" series, we delve into complex Medicare scenarios that agents frequently face. From handling clients whose doctors are dropping their current plans, to explaining the differences between Medicare Advantage, supplements, and Original Medicare in simple terms—this episode covers it all. We also discuss how to eth…

1
Discover Your Innate Strengths with Hugh Massie 46:16

20d ago46:16

46:16

Do you believe that people have innate talents?Can you match employees with jobs to best effect?Does your attitude about money predict your success? In this week’s episode of Get Your FILL, Financial Independence & Long Life, Hugh Massie, Executive Chairman and Founder of DNA Behavior, shares how understanding our hard-wired patterns of thought inf…

1
How to Sell Medicare: Serving Clients and Building Residual Income 36:49

23d ago36:49

36:49

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 …

1
What's The Move? Part 3 28:12

24d ago28:12

28:12

In this 4th part of our series, "What's The Move?", we tackle pressing questions from the Medicare world. This episode is packed with insights on navigating industry changes and how agents can prioritize client interests over personal gains, even amid fluctuating carrier policies. We discuss the implications of company boycotts, interstate plan tra…

1
Surviving Major Carrier Compensation Cuts: Insights and Strategies for Brokers 25:50

26d ago25:50

25:50

Navigating the Shifting Landscape of Medicare Plans: Insights from Insurance Business Babes In a recent episode of the ever-insightful "Insurance Business Babes" podcast, hosts Kathe Kline and Joanna Wyckoff delve into pressing issues facing insurance brokers and their clients in the Medicare universe. From the discontinuation of broker commissions…

1
How to Sell Medicare: Maximize Medicare Sales with These Seminar Strategies with Ray Hunter 29:48

1M ago29:48

29:48

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…

1
Shaping Flood Control Policy ft. Joan Valle, Riverside County Flood Control and Water Conservation District 29:46

1M ago29:46

29:46

In this episode, we feature Joan Valle, the Chief of Regulatory for the Riverside County Flood Control and Water Conservation District. With over 20 years of experience in environmental planning, Joan shares her expertise in managing teams and programs related to key environmental regulations such as CEQA, NEPA, and the Clean Water Act. Joan discus…

1
Introducing BOSS for Agents- All in one Agent Portal and CRM 29:36

1M ago29:36

29:36

Send us a text Introducing to the podcast: BOSS Agent Portal and CRM! The ultimate guide for insurance agents to harness the power of technology and revolutionize their business. Dive deep into the world of the first AI-enhanced CRM built specifically for insurance professionals. Learn how BOSS ensures HIPAA and SOC 2 compliance while offering seam…

1
What's The Move? Part 2 28:06

1M ago28:06

28:06

On this week's episode, we continue exploring real-world scenarios that Medicare agents may face in the field. Building on last week's discussion, we tackle more complex questions about enrollment and client situations, providing clear, actionable advice. Whether you're new to the field or a seasoned agent, this episode is filled with practical ins…

1
Stage 8: Selling Your Medicare Business: Insights and Tips for a Smooth Transition 21:27

1M ago21:27

21:27

In this episode of "Insurance Business Babes," host Kathe Kline is joined by guest Christian Brindle to discuss the intricacies of preparing for the transition or sale of a Medicare business. They differentiate between selling the entire business, which includes systems and leadership and tends to be more lucrative, and selling just the client book…

1
Think Like the Rich with Timothy Clifford 45:43

1M ago45:43

45:43

Can you think your way to wealth?Do rich people think differently?Can you learn the secret? On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself. Connect with Tim: www.planassist.co…

1
How to Sell Medicare: Preparing for an Amazing AEP with Brian Askins 31:50

1M ago31:50

31:50

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…

1
What's The Move? 31:56

1M ago31:56

31:56

In this episode of 'What's The Move?', your hosts dive into hypothetical scenarios that every Medicare agent might encounter. They discuss the complexities and ethical considerations of navigating Medicare enrollments, timing transitions between plans, and assisting financially challenged clients. Join us for a session filled with crucial insights …

1
Stage 7: Acquiring and Managing a Sales Team 30:46

1M ago30:46

30:46

Kathe and Joanna are preparing for AEP, so we're bringing you Stage 7 of a Medicare Agents business, originally aired on Christian Brindle's YouTube Channel. Kathe Kline and Christian Brindle delve into the intricate balance between managing a growing business and maintaining a manageable workload. They explore the challenges and potential benefits…

1
Prepare for the Inevitable with Adam Zuckerman 35:03

1M ago35:03

35:03

What happens to your family when you die?What happens to your business?What will the ceremony be like? What music will you play at the celebration of life? Adam Zuckerman has created a platform to help you make these decisions and more well before you’ll need to use them. About Adam: Adam Zuckerman is the Founder of Buried in Work, a leading eComme…

1
How to Outlast the Competition in Medicare Sales 26:50

1M ago26:50

26:50

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…

1
Navigating Medicare: Answering Agent FAQs 2024 Part 2 32:45

2M ago32:45

32:45

Join us for another insightful Q&A episode, as we dive deeper into the complex situations Medicare agents often encounter. From managing changes in provider networks to strategizing for the Annual Enrollment Period, this episode provides invaluable insights for new and experienced agents alike. We also discuss strategies to handle transitions betwe…

1
Stage 6 of Medicare Business: Building Tweaking, and Maintaining Systems 40:12

2M ago40:12

40:12

Joanna and Kathe are still on vacation, so our latest episode of "Insurance Business Babes," is a replay of Christian Brindle and Kathe Kline where they discussed the sixth stage of a Medicare Agent's Business: The building Tweaking, and Maintaining Stage. **Building Robust Systems for Success** A major topic we delved into was the critical importa…

1
Criminologist to Real Estate Mogul with Amy Terry 39:04

2M ago39:04

39:04

How does someone go from being a criminology major torockin’ the real estate world? How can you leverage one well-purchased condo into a real estate empire? Can a schedule make your life easier? In today’s episode of Get Your FILL – Financial Independence & Long Life, Amy Terry shares the incredible trajectory of her professional life and some tips…

1
How to Sell Medicare: Elevating Your Commission by $10,000 31:52

2M ago31:52

31:52

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…

1
Navigating Medicare: Answering Agent FAQs 2024 30:51

2M ago30:51

30:51

We're back answering your questions! Join Run as we tackle various listener questions, offering insights and practical advice to help you navigate the complexities of Medicare. From handling special enrollment periods to discussing ACA's impact on Medicare, we cover a wide range of topics to enhance your understanding and effectiveness as an agent.…

1
Stage 4 of Your Medicare Business: Getting Going with Under 100 Clients 29:30

2M ago29:30

29:30

Kathe and Joanna are on vacation, so in this episode, we're bringing you a special interview when Christian Brindle interviewed Kathe for his YouTube Channel. The conversation, which has been edited for the podcast, delves into low-budget strategies for hosting educational events and seminars, the importance of building relationships with carrier r…

1
Smarten Up your Business with AI, with Helen Paas 46:33

2M ago46:33

46:33

Wondering how AI can help your business? Know you need help but don’t want the stress of “making payroll”? Looking for that one thing that will take your business to the next level? In this week’s episode of Get Your FILL, Financial Independence & Long Life, Serial Entrepreneur, Helen Paas, shares growth strategies and AI hacks to give your busines…

1
Expanding the Narrative, ft. Chief Esparza and Claudia Garcia 53:11

2M ago53:11

53:11

In this episode, we feature Claudia Garcia, who serves on the state board for AEP and is the director at large, as well as the liaison for the state board's Diversity, Equity, and Inclusivity committee. Alongside her, we have Chief Esparza, a dedicated DEI consultant working closely with the AEP state board to foster inclusive cultures within the o…

1
How to Sell Medicare: Mastering Team Building for Success 27:08

2M ago27:08

27:08

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…

1
Seminar Systems with Jennifer DeBuhr - LeadingResponse 33:33

2M ago33:33

33:33

Send us a text In this episode, we sit down with Jennifer DeBuhr, the dynamic force behind the LeadingResponse seminar program. Jen shares her insights on how her team helps insurance agents across the nation connect with their ideal clients through powerful seminar marketing strategies. We'll dive deep into the nuts and bolts best practices for ag…

1
Finding Your Why: Motivating Yourself for AEP Success 22:25

2M ago22:25

22:25

In this week’s episode, we dive deep into the essence of inspiration and how it fuels our professional drive. Starting with personal stories that illustrate the profound impact of true inspiration, we explore what it means to find and define your 'why.' As the conversation unfolds, we delve into practical strategies for maintaining motivation and a…

1
Have Faith in Your Real Estate Empire with Wyatt Simon 36:35

2M ago36:35

36:35

Have you dreamt of becoming a real estate investor? Are you ready to embrace a life of financial independence? Wondering how to get started? In this week’s Get Your FILL, Financial Independence &Long Life, Wyatt Simon shares his amazing story and his advice may inspire you to follow his path. Watch the video: https://youtu.be/13HfBs284qU About Wyat…

1
Stages 1-3 of Medicare Business with Christian Brindle 43:59

2M ago43:59

43:59

Christian Brindle interviewed Kathe for his You Tube Channel, so we are sharing some of those interviews with you here. This is Part 1 of the stages of Medicare Business. Stages 1-3 including prelicensing, AHIP certification, and the stages of becoming a successful Medicare agent. They share valuable tips, including the importance of networking, bu…

1
How to Sell Medicare: The Power of Relationships in Medicare Sales 30:03

2M ago30:03

30:03

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. …

1
Getting Started in Medicare: A Step by Step Guide for New Agents 32:22

2M ago32:22

32:22

Launching your career in Medicare can be daunting, but we're here to simplify it for you. In this insightful episode, we outline the foundational steps every new agent needs to take, from securing the right licenses to choosing your Field Market Organization (FMO). We'll walk you through the must-haves like E&O insurance, AHIP certification, and ho…

1
Insurance Marketing: From TikTok Success to University Partnerships with Scott Sims 45:10

2M ago45:10

45:10

In this episode of "Insurance Business Babes," hosts Scott Sims, Joanna Wyckoff, and Kathe Kline delve into the dynamics of leveraging social media and traditional marketing for business growth in the insurance industry. Scott shares his journey of transitioning from viewing TikTok as a fun experiment to using it as a powerful marketing tool, acqui…

1
Physicians, Live a Life Fulfilled with Nate Reineke 37:43

2M ago37:43

37:43

Are you a physician or a member of the health care profession in need of solid financial advice? Did you graduate with loads of student loan debt, making retirement seem like a distant dream? Do you love your job so much that you plan to work till you drop? In this week’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Financi…

1
Essential Steps for Seamless Medicare Contracting Success 23:58

2M ago23:58

23:58

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 …

1
Medicare Carrier Rollouts and Updates on Part D 19:12

2M ago19:12

19:12

Send us a text Insurance 360 dives into what we know about Part D for 2025. Now that the Final Rule has been put on hold, will Part D be commissionable? What about renewals? 2025 AEP could have more disruption than any AEP we've seen before!By Pinnacle Financial Services

1
Real Stories, Real Advice: Lessons from the Field Part 2 20:43

2M ago20:43

20:43

Dive into this insightful discussion on why staying connected beyond standard hours can dramatically boost your business in Medicare sales. Discover how top agents leverage their availability to capture more leads and secure more deals. The episode emphasizes the critical importance of always being ready to engage with clients, even on weekends or …

1
Balancing Business and Life: Joanna's New Personal Assistant 34:20

3M ago34:20

34:20

In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff discuss Joanna's decision to hire a personal assistant to help balance her demanding work and personal life. Joanna highlights the challenges of managing her business alongside personal responsibilities, especially due to her disability. She shares her past experien…

1
Fire Yourself with Bronson Hill 42:08

3M ago42:08

42:08

Would you love to ditch the 9 to 5? Does the idea of passive income appeal to you? Want to know how to get started? Tune into today’s episode of Get Your FILL, Financial Independence & Long Life, where Bronson Hill shares strategies for firing yourself and replacing your working income with passive income. Connect with Bronson: Facebook: https://ww…

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