Best Aep Podcasts (2025)

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Selling Medicare: How to Get Ahead of AEP and Protect Your Book 28:56

6d ago28:56

28:56

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…

1
Episode 125 - AEP, Non Commissionable Plans & Game 7! 2:00:53

22d ago2:00:53

2:00:53

Save Time and Earn More by Hiring our Vetted Virtual Assistants Hire Your Heroes Now: https://hireheroes.com/ On this episode of the Seven Figures or Bust podcast, we’re diving into the chaos of AEP, the frustration of non-commissionable plans, and yes—even Game 7 energy! From industry headaches to playoff-level pressure, we’re breaking it all down…

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The Last Line of Defense: Protecting the Independent Medicare Agent | Insurance 360 Ep. 28 38:09

1d ago38:09

38:09

Send us a text In this episode of Insurance 360, Calvin Bagley joins Bob and Rob for a candid conversation on the growing pressure agents face from CMS regulations, shifting carrier strategies, and public misconceptions about our industry. From commission shakeups and non-commissionable plans to advocacy efforts on Capitol Hill, this is a must-watc…

1
Selling Medicare: Real Talk on Medicare Sales Strategies That Work with Leonora Mansour 30:33

13d ago30:33

30:33

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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Building an Employee-Owned Environmental Legacy, ft. Leslie Moulton-Post, Environmental Science Associates (ESA) 40:26

13d ago40:26

40:26

In this episode, we’re joined by Leslie Moulton-Post, President and CEO of Environmental Science Associates (ESA). A recognized leader in the environmental industry, Leslie has spent over 40 years at ESA, guiding some of California’s most complex infrastructure and water projects and helping shape the firm’s growth as a leading employee-owned envir…

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Selling Medicare: How Storytelling Can Explode Your Medicare Sales 28:38

20d ago28:38

28:38

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…

1
MAJOR Medicare changes AGENTS should know | Insurance 360 Ep. 27 41:43

22d ago41:43

41:43

Send us a text Grab your calculators and compliance manuals — the Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and carrier exits to the “birthday rule” and shrinking dental benefits. It’s annual enrollment prep, agent training evolutions, Dr. Oz impacts, and a Pinnacle…

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Episode 124 - Pre- Summit Episode.... 1:00:07

26d ago1:00:07

1:00:07

Maximize your lead flow with our high-quality, low-cost, call-verified insurance leads, now at 20% off: https://leadheroes.com/ On this episode of the Seven Figures or Bust podcast, we’re diving into powerful selling techniques that actually work—and getting fired up for the upcoming Summit! From real-world strategies to mindset shifts, this pre-Su…

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How to Sell Medicare: Courage, Consistency, and Closing: Lessons from Marine to Medicare CEO 37:25

27d ago37:25

37:25

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…

1
Episode 123 - FMOs That Do Dirty Business! (BEWARE) 1:02:37

27d ago1:02:37

1:02:37

Maximize your lead flow with our high-quality, low-cost, call-verified insurance leads: https://leadheroes.com/ On this episode of the Seven Figures or Bust podcast, we expose the shady side of the industry—FMOs that do dirty business. From refusing to release agents to underhanded tactics behind the scenes, we’re sharing real stories that every in…

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Episode 122 - Walmart Tables & Booths! Are They A Waste Of Time? 1:01:10

28d ago1:01:10

1:01:10

Stop Wasting Time. Grow Your Insurance Agency with Seven Figure CRM: https://sevenfigurecrm.com/ On this episode of the Seven Figures or Bust podcast, we dive into the hot topic of Walmart tables and booths in the insurance business. Are they still a solid lead source, or just a drain on your time and energy? Agents share real-world experiences—the…

1
Episode 121 - Is There Anything AI Wont Be Able to Do In 5 Years? 1:04:27

29d ago1:04:27

1:04:27

Save Time and Earn More by Hiring our Vetted Virtual Assistants Hire Your Heroes Now: https://hireheroes.com/ On this episode of the Seven Figures or Bust podcast, we dive into some of the wildest and most unforgettable client interactions agents have experienced. From unexpected twists to hilarious moments, we’re sharing stories that every insuran…

1
Episode 120 - The Craziest Appointments/ Client Interactions! 59:48

1M ago59:48

59:48

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/ On this episode of the Seven Figures or Bust podcast, we dive into some of the wildest and most unforgettable client interactions agents have experienced. From unexpected twists to hilarious moments, we’re sharing stories that every insurance agent can relate …

1
How to Sell Medicare: Why Medicare Agents Fail to Close Deals (And How to Fix It!) 32:41

1M ago32:41

32:41

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 …

1
Episode 119 - Should CMS Be More Worried About Providers Than Agents? 1:04:39

1M ago1:04:39

1:04:39

Discover how you can join the course today!:https://sevenfigurecrm.com/how-to-find-and-purchase-books-of-businesses On this episode of the Seven Figures or Bust podcast, we dive into a hot topic: should CMS be more concerned about healthcare providers than agents? We break down the current priorities of CMS and explore whether agents are being unfa…

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The Role of Brokers in Healthcare Savings & Drug Pricing with Bill Hepscher 43:22

1M ago43:22

43:22

In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes Bill Hepscher, founder of the Canadian Medstore. They discuss Bill's unique journey into the healthcare industry, the challenges of navigating prescription drug costs, and the logistics of importing medications from countries like Canada. Insurtech Building Blocs is…

1
Episode 118 - How To Prevent Failure W/ Guest Cody Askins! 1:00:49

1M ago1:00:49

1:00:49

Gain access to Everything Senior Insurance: https://eseniorinsurance.com/ On this episode of the Seven Figures or Bust podcast, we’re joined by special guest Cody Askins to talk about how to prevent failure in your business and personal growth journey. Cody shares real-world strategies and lessons he’s learned from building a successful brand. Don’…

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Episode 117 - Diving Into Facebook Ads In 2025! 1:00:34

1M ago1:00:34

1:00:34

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/ On this episode of the Seven Figures or Bust podcast, we dive into the evolving world of Facebook Ads in 2025. We break down what’s changed, what still works, and how agents can use these tools to grow their business more effectively. Whether you're new to dig…

1
Episode 116 - Diving Into Final Expense Sales! 1:04:05

1M ago1:04:05

1:04:05

Learn how to sponsor the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/ On this episode of the Seven Figures or Bust Podcast, we dive deep into the world of final expense sales. 💼💀 Whether you're just getting started or looking to scale, we break down key strategies, objections, and how to close more deals. Tune in …

1
Building Inclusive Environmental Workplaces, ft. Taylor Morgan, Ascent 40:56

1M ago40:56

40:56

In this episode, we’re joined by Taylor Morgan, a key member of the People Resources team at Ascent. With over six years of experience in human resources, Taylor brings a thoughtful and strategic approach to building more inclusive workplaces—focusing on DEI programming, employee resource groups, equitable recruiting, and professional development. …

1
Selling Medicare: The Hidden Truth About Rate Hikes and Carrier Exits 35:50

1M ago35:50

35:50

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…

1
Episode 115 - Breaking Down The CMS Announcement On DSNP Changes! 1:01:46

1M ago1:01:46

1:01:46

Join us at the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/ On this episode of the Seven Figures or Bust podcast, we break down the latest CMS announcement on DSNP changes and what it means for agents and their clients. We explore how these updates could impact enrollment strategies, carrier offerings, and long-te…

1
Episode 114 - Why Med Supp Carriers Are Raising Rates! 1:05:26

1M ago1:05:26

1:05:26

Get access now to 7 Figure Medicare University:Lifetime access:https://sevenfigureu.com/ On this episode of the Seven Figures or Bust podcast, we dive into why Medicare Supplement carriers are raising their rates and what it means for agents and clients alike. 💸 Don’t miss out—this is essential info for anyone in the industry. Plus, we’re joined by…

1
Episode 113 - If I Started Over Today... Part 2 1:03:26

1M ago1:03:26

1:03:26

Discover how you can join the course today!:https://sevenfigurecrm.com/how-to-find-and-purchase-books-of-businesses On this episode of the Seven Figures or Bust podcast, we’re back by popular demand with "If I Started Over Today... Part 2." We dive deeper into what we’d do differently if we had to rebuild from scratch in today’s market. From market…

1
Episode 112 - Conversation With A Real Virtual Assistant! 46:05

2M ago46:05

46:05

Gain access to Everything Senior Insurance: https://eseniorinsurance.com/ On this episode of the Seven Figures or Bust podcast, we sit down with a real virtual assistant to explore what the role looks like behind the scenes. From daily tasks and communication tips to how VAs can help scale your business, we cover it all. If you're thinking about hi…

1
Episode 111 - If I Started Over Today.... 1:01:15

2M ago1:01:15

1:01:15

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/ On this episode of the Seven Figures or Bust podcast, we dive into what we’d do differently if we had to start over today. 🔁💼 From lessons learned to strategies we’d skip or double down on, it’s a candid look at the path to success. Whether you’re new to the i…

1
Selling Medicare: How Top Medicare Agents Keep Clients for Life 32:04

2M ago32:04

32:04

🔥 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…

1
Episode 110 - Answering Agents Questions... From Reddit! 1:06:03

2M ago1:06:03

1:06:03

Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/ On this episode of the Seven Figures or Bust podcast, we’re diving into real questions from agents—straight from Reddit! 💬🧠 From tough client situations to marketing struggles, we tackle the issues agents are talking about most. Don’t miss these …

1
Episode 109 - Addressing Non Commissionable Plans: What Agents Need To Know 1:03:29

2M ago1:03:29

1:03:29

Join us at the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/ On this episode of the Seven Figures or Bust podcast, we address the growing trend of non-commissionable Medicare plans and what it means for agents. With major carriers like Aetna, Cigna, and Elevance Health shifting certain Medicare Advantage and Part D…

1
Bridging Science and Strategy, ft. John Dietler, Ph.D., SWCA Environmental Consultants 53:38

2M ago53:38

53:38

Welcome to the Environmental Leadership Chronicles podcast, a podcast series from the California Association of Environmental Professionals. In this episode, we are joined by John Dietler, Ph.D., Senior Vice President of Operations for the West at SWCA Environmental Consultants. John shares his career journey from starting as a field archaeologist …

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Episode 108 - How To Attract New Clients With Content Marketing! 1:08:32

2M ago1:08:32

1:08:32

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/ On this episode of the Seven Figures or Bust podcast, we dive into how to attract new clients using content marketing. From creating valuable videos and posts to building trust and authority online, we break down practical strategies that actually work. If you…

1
What It Takes to Run a Successful Independent Medicare Agency in 2025 26:22

2M ago26:22

26:22

Welcome back to Medicare Sales Playbook! In this episode, Matt Smith sits down with Josh Burns—agency owner of Capstone Insurance & Financial Group in Brandon, MS—for a powerful conversation on building culture, recruiting the right agents, and thriving as an independent agency. Josh shares his journey from martial arts school operator to captive a…

1
Episode 107 - How To Explode Your Business With Referral Partners! 1:05:14

2M ago1:05:14

1:05:14

Discover how you can join the course today!:https://sevenfigurecrm.com/how-to-find-and-purchase-books-of-businesses On this episode of the Seven Figures or Bust podcast, we break down how to explode your business by building strong referral partnerships. We share proven strategies to find the right partners, create win-win relationships, and genera…

1
Episode 106 - What Does It Really Take To Build A 8 Figure Business? 1:03:26

2M ago1:03:26

1:03:26

Gain access to Everything Senior Insurance: https://eseniorinsurance.com/ On this episode of the Seven Figures or Bust podcast, we dive into what it truly takes to build an 8-figure business. From mindset shifts and leadership to systems, strategy, and sacrifice, we break down the real ingredients behind massive success. If you're aiming to scale b…

1
Sam Melamed’s Journey Through Insurance Innovation 40:48

2M ago40:48

40:48

In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt speaks with Sam Melamed about the evolution of Insurance-Forums.com, the importance of community in the insurance industry, and Sam's journey from agent to CEO. They discuss the significance of building a caring company culture, market trends in ancillary products, and the n…

1
Episode 105 - Key Differences Between Medicare & Final Expense Sales? 1:04:05

2M ago1:04:05

1:04:05

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/ On this episode of the Seven Figures or Bust podcast, we break down the key differences between Medicare and Final Expense sales. From client demographics and sales cycles to commission structures and marketing approaches, we cover what sets these two markets …

1
Episode 104 - Buy, Sell, Or Hold On Insurance Products! 1:07:32

2M ago1:07:32

1:07:32

Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/ On this episode of the Seven Figures or Bust podcast, we dive into a hot topic: Buy, Sell, or Hold on Insurance Products. We break down when it makes sense to double down, pivot, or pause with the products you're offering. Whether you're an agent…

1
Episode 103 - Allstate Shuts Down Med Supp Product! Is Med Supp In Trouble? 1:16:16

2M ago1:16:16

1:16:16

Join us at the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/ On this episode of the Seven Figures or Bust podcast, we dive into Allstate’s decision to shut down its Medicare Supplement product. 🛑💊 We explore what this move means for the industry and whether it signals deeper trouble for the Med Supp market. Tune in…

1
Selling Medicare: David Price Reveals How to Scale Your Insurance Business, Build Teams and Earn Millions 42:07

2M ago42:07

42:07

In this powerful episode of the Medicare Sales Playbook, Dallas sits down with business builder and elite recruiter David Price to discuss how he went from growing up in poverty to earning over $1 million in just 36 months as a licensed insurance agent. David shares how he scaled his business, built high-performing teams, and why Medicare is his ne…

1
Episode 102 - Glen Interviews Christian! 1:14:17

2M ago1:14:17

1:14:17

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/ In this episode of the Seven Figures or Bust podcast, co-hosts Glen and Christian switch things up as Glen interviews Christian. They dive into Christian’s background, business journey, and the lessons he’s learned along the way. It’s a behind-the-scenes look …

1
Effective & Compliant Medicare Lead Generation with Professor Leads | Insurance 360 Ep. 26 39:01

2M ago39:01

39:01

Send us a text Grab your calculators and compliance manuals — the CEO of National Care Dental, NCD, and self-proclaimed Chief Insurance Nerd is here. Sam Melamed joins Insurance 360 to decode the latest Medicare and ACA twists, from AI influence and Medicare carrier changes to the “birthday rule” impacting Medicare Supplements. It’s also annual enr…

1
Episode 101 - Christian Interviews Glen! 1:14:24

2M ago1:14:24

1:14:24

Discover how you can join the course today!: https://sevenfigurecrm.com/how-to-find-and-purchase-books-of-businesses On this special episode of Seven Figures or Bust, Christian flips the script and interviews his co-host, Glen! They dive into Glen’s journey, his insights on the industry, and the story behind his success. Don’t miss this behind-the-…

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Episode 100 - Special 100th Episode Q & A! 2:04:13

2M ago2:04:13

2:04:13

Gain access to Everything Senior Insurance: https://eseniorinsurance.com/ On this special 100th episode of Seven Figures or Bust, we’re celebrating with a Q&A packed full of your most asked questions! 🎉🎙️ From business tips to behind-the-scenes stories, we’re diving deep and reflecting on the journey so far. Thank you for being part of the ride — h…

1
Elevating Early Career Voices in Planning, ft. Megan Musolf, City of Carpinteria 36:51

2M ago36:51

36:51

In this episode, we meet with Megan Musolf (she/her), Assistant Long-Range Planner for the City of Carpinteria. Megan shares her journey from studying Environmental Studies at UC Santa Barbara to building a career as a planner in the public sector, where she works to implement the City's Housing Element programs through zoning code amendments. We d…

1
How to Sell Medicare: What We Wish We Knew Day One 39:15

2M ago39:15

39:15

Get ready to laugh, cringe, and learn as Dallas Keithley and "Medicare" Matt Smith get real about how they stumbled into the Medicare world and what their first year in the insurance business really looked like. From getting fired to awkward seminars, avoidance behavior to game-changing breakthroughs — this episode covers it all. If you're a new ag…

1
Episode 99 - How To Actually Have Success Working Leads! 1:06:02

2M ago1:06:02

1:06:02

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/ On this episode of the Seven Figures or Bust podcast, we dive into what it really takes to succeed when working leads. 📞💼 From mindset to follow-up tactics, we share proven strategies that top agents use to turn cold calls into closed deals. If you're struggli…

1
Navigating the Future of Medicare with John Greene 29:30

2M ago29:30

29:30

In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt speaks with John Greene from Tri-Branch Resolution about his career in the insurance industry, insights from AgencyBloc's BlocBuilder 2025 conference, and the implications of the Inflation Reduction Act on Medicare. They discuss the challenges faced by agents in the Medicare…

1
Episode 98 - Department Of Justice Sues Carriers & Call Centers! 1:02:57

2M ago1:02:57

1:02:57

Join us at the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/ In this episode of Seven Figures or Bust, we delve into the Department of Justice's recent actions against telecommunications carriers and call centers accused of facilitating massive robocall operations. The DOJ has filed lawsuits against several compani…

1
Episode 97 - Standing Up For Agents With Ronnell Nolan 57:53

2M ago57:53

57:53

Learn how to sponsor the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/ In this episode of Seven Figures or Bust, we’re joined by the incredible Ronnell Nolan to talk about what it really means to stand up for agents. 💼✊ From fighting for fair legislation to giving agents a stronger voice in the industry, Ronnell sh…

1
Episode 96 - CVS Possibly Pulling Out Of ACA Market? 1:01:15

3M ago1:01:15

1:01:15

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/ In this episode of Seven Figures or Bust, we delve into CVS Health's significant decision to exit the Affordable Care Act (ACA) individual insurance exchanges by 2026.This move will impact approximately 1 million Aetna members across 17 states, as the company…

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