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 without a hitch.

First, we discuss the importance of deciding whether to contract as an individual or as a business entity. Next, we emphasize the need for a dedicated contracting email to keep everything organized and avoid missing crucial updates. Having a sense of urgency in completing your contracts is key, as delays can cost you valuable time and money.

We also recommend creating a tracking mechanism, whether it’s a spreadsheet or a legal pad, to monitor your contracts' status and commission levels. This not only helps you stay on top of your contracting process but also ensures you’re getting paid correctly.

Tune in to learn these tips and more to make your contracting process as smooth as possible. Don't forget to like, subscribe, and share this video with your fellow agents. Let's increase your business one play at a time!

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 year alone! But more importantly, they help your clients cover those unexpected hospital costs, providing peace of mind and better coverage.

We discuss the essentials of these plans, how many carriers to consider, and the top companies like GTL, Medico, and Heartland National. Hospital indemnity plans cover hospital stays, ambulance rides, emergency room visits, and more. They’re an excellent addition for clients who love their Medicare Advantage plans but are worried about hospital co-pays and other costs.

We also touch on the importance of adding a cancer rider to these plans. This additional coverage can be life-changing, helping clients manage significant medical expenses without depleting their savings.

Key Points:

1. Boost Your Income: Hospital indemnity plans can add substantial commissions and residual income.

2. Client Retention: Offering additional coverage makes clients more likely to stay with you.

3. Better Coverage: Hospital indemnity plans provide extra protection, easing your clients’ worries about large medical bills.

4. Cancer Rider: This optional add-on can cover costs associated with cancer treatments, offering significant financial relief.

5. Remember, it’s crucial to plant the seed early and avoid springing the plan on clients at the end of your conversation. Use dollars already being spent to repurpose their budget effectively. Always be available for your clients, ensuring they know how to use their coverage when needed.

Thank you for watching the Medicare Sales Playbook! Don't forget to like, subscribe, and comment on what you’d like to see in future episodes. We're here to help you succeed in your Medicare sales journey. Reach out if you have any questions about hospital indemnity plans or need assistance. See you next week!

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 taken it to a whole new level.

Join us as we dive into their journey, discussing everything from their early days at Seton Hall to their experiences and successes in the Medicare world. We'll cover topics such as the importance of adaptation, compliance with CMS regulations, and effective sales strategies. Learn from their insights on how to be successful in this market, whether you're a new agent or a seasoned pro.

We also explore the importance of continuous training and the right mindset for overcoming challenges. Discover why it's essential to stick to the basics that work and how to avoid common pitfalls that can derail your success.

If you’re looking to connect with the Rose Boys or learn more from them, visit their website at theroseboys.com or find them on social media. Don't miss this opportunity to gain valuable knowledge from some of the best in the business.

Thanks for tuning in, and we’ll see you next week on the Medicare Sales Playbook!

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 agent for all your clients' needs.

The discussion emphasizes the importance of becoming a one-stop shop for your client's insurance needs, even if it means having experts in your network. A valuable concept introduced by Brian Askins, CEO of Impact Legacy Group, which helped him earn over $1 million in his first year, is highlighted. This strategy can take you from being a one-trick pony to a full-service insurance agent.

Starting with a niche and expanding as you feel comfortable is crucial. They compare this approach to Walmart's evolution from a small store to a supercenter without losing its original focus. By focusing on Medicare, you can build a residual, lasting income that affects your future career.

Professionalism and trust are key. A form developed by Brian Askins ensures clients know all the services offered. For virtual and phone appointments, preparing clients by sending materials beforehand is recommended. Understanding compliance and what you can and can't cross-sell during Medicare appointments is essential.

Example questions for cross-selling life insurance, annuities, long-term care, and more are provided. Building referral groups to offer services you don't provide and leveraging partnerships is encouraged. Stepping out of your comfort zone is necessary for growth. Start with core products like hospital indemnity plans, dental vision hearing, and accident products, then expand from there. Becoming a full-service agent increases client retention and boosts your income.

Download the cross-selling sheet mentioned in the video by commenting "Send me the sheet" with your email address. For more insights and tips, subscribe to the Medicare Sales Playbook and hit the notification bell so you never miss an episode!

Your support helps us grow and reach more agents. Let us know what topics you'd like us to cover next. Thanks for watching!

#MedicareSales #InsuranceAgent #CrossSelling #BusinessGrowth #MedicarePlaybook #DallasKeithley #MedicareMattSmith #ImpactLegacyGroup

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 career managing corporate wellness programs at Cox Health. He shares his inspiring journey from corporate wellness to Medicare sales, detailing how he made the leap after being let go from his previous job. Tony talks about the importance of getting out of your comfort zone, finding the right mentor, and building a strong client base.

Tony also discusses his transition from working part-time at Home Depot to becoming a full-time Medicare agent, providing valuable advice for those new to the industry. He emphasizes the importance of educating clients, retaining them, and knowing your products inside and out. Tony’s story is a testament to hard work, resilience, and dedication to helping others.

For more details and to connect with Tony, email him at tony.gossard@secureig.com.

Thanks for tuning in! Make sure to like, comment, and subscribe for more valuable content. See you next week!

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 clients. We explore the key differences between Medicare Part A and Part B, and how to simplify this complex topic for your clients. Matt shares his journey and insights from his decade-long career, offering practical tips and strategies for agents.

We also introduce our new training segment, designed to provide you with actionable knowledge that you can implement in your sales process. Our goal is to help you understand and convey the intricacies of Medicare, ensuring your clients receive the best possible advice.

Don’t forget to like, subscribe, and share this video. Let us know in the comments what topics you want us to cover next. Thank you for watching, and we’ll see you next week on the Medicare Sales Playbook!

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 special—interviewing Mike and Ashlyn White from NXGen Insurance separately. Ashlyn is up first, sharing her journey of working with her father in the business. From their dynamic as a father-daughter team to the challenges and rewards they face, you'll get an inside look at their story.

Ashlyn discusses the struggles and triumphs of finding her role in the company, the importance of teamwork, and her goals for the future. She talks about the balance of independence and guidance, the initial reluctance to join the insurance industry, and the rewarding experience of helping others through Medicare and ACA.

Then, we bring in Mike, who shares his perspective on working with Ashlyn, the transition from the hearing aid industry to Medicare, and the significance of residual income. Mike emphasizes the rewarding nature of helping seniors navigate Medicare and the goals they have for growing their team.

This episode is packed with insights, personal stories, and valuable lessons for anyone in the Medicare sales industry. Join us and learn how NXGen Insurance is making a difference!

Contact NXGen Insurance:

Office: (812) 801-5508

Mike White: (812) 701-3729

Email: MichaelW@NXGenInsurance.com

Facebook & Instagram: @NXGenInsurance

Stay tuned for more interviews and tips to help you expand your Medicare business, one play at a time. Remember to like, comment, and subscribe. Thank you for your support!

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 his first office, and his approach to leading with Medicare while expanding into other insurance sectors.

Sid's insights are especially valuable for those new to the industry or looking to broaden their expertise. He discusses overcoming age-related challenges in the market, his philosophy on leadership, and his plans for future growth.

Remember to like, subscribe, and share this episode to help spread the valuable plays Sid and Dallas discuss today. Your support helps us continue to provide valuable content that empowers insurance professionals one episode at a time. Let's dive in and learn from Sid's playbook on making significant strides in the insurance field!