Merry Christmas from the Medicare Sales Playbook 🎄

In this special holiday episode, we're keeping it short, real, and reflective. No tactics. No selling. Just three lessons from 2025 that every Medicare agent (and business owner) needs to carry into 2026.

Inside this episode, we unpack:

• Why adaptability is non-negotiable in a constantly shifting Medicare landscape
  
  

• Why "the system is the system"—and how consistency beats chaos every time
  
  

• Why relationships matter more than ever, especially the ones closest to you
  
  

This isn't about New Year's resolutions. It's about pausing, reflecting, and moving forward with clarity—professionally and personally.

Whether 2025 stretched you, surprised you, or flat-out tested you, this episode will help you reset your perspective and refocus on what actually drives long-term success.

🎁 Christmas Bonus:
The first person to email us after this episode drops and say "Merry Christmas"—and tell us why you appreciate Rachel—will receive one of our favorite books as a gift. Dallas.Keithley@MedicareSalesPlaybook.com

👉 TAKE ACTION:
Listen through, reflect honestly, and then decide how you're showing up differently in 2026.

📩 Questions or thoughts? Reach out—we'd love to hear from you.
Dallas.Keithley@MedicareSalesPlaybook.com

Too many Medicare agents are wasting time — long calls, overcomplicated cases, endless back-and-forth — and still not getting clarity or closing confidently.

In this episode of the Medicare Sales Playbook, Dallas Keithley and Medicare Matt Smith break down how top agents filter conversations, simplify Medicare cases, and control the appointment without rushing the client or overpromising results.

You'll learn:

• How to stop "word vomit" from derailing your appointments

• The key data points every agent should identify first (age, coverage, timing, goals)

• How to use a simple filtering framework to determine what can be done and when

• Why experience matters — and how to shortcut it with better questions

• How to stay empathetic without losing control of the conversation

• When it's okay to say "I need to do some homework" (and why clients respect it)

• How fact finders, Medicare.gov, and trusted resources save you hours every week
  
  

If you've ever:

• Spent weeks chasing a case that went nowhere

• Overthought eligibility or election periods

• Felt pressure to fix everything today

• Lost a client because the process dragged on
  
  

👉 This episode will change how you approach every Medicare appointment.

📩 Need a Medicare fact finder?
Reach out to Dallas — he's happy to share tools they've used successfully over the years. dallas.keithley@medicaresalesplaybook.com

👍 Like, subscribe, and share this episode with an agent who needs to simplify their process and reclaim their time.

AEP is over. The big checks are coming. Now what? 👀

Here's your behind-the-scenes playbook on how real Medicare pros use those January–March commissions to build momentum for the entire year instead of blowing it like a limited-time McRib.

In this episode of Medicare Sales Playbook, Dallas Keithley and the "ever-effervescent" Medicare Matt Smith break down how to:

• Turn your AEP windfall into a 2026 game plan instead of a short-term payday

• Set real goals that actually mean something by looking at your past, present, and future

• Get clear on your WHY so "financial freedom" becomes a real outcome, not a vague wish

• Budget your bonus checks (taxes, marketing, living money, and future AEP war chest)

• Move from pursuit marketing (leads, mailers, seminars, community events) to referral-driven business over your first 3+ years

• Use OEP the right way—protecting what you have, serving clients well, and setting yourself up for long-term referrals

• Build a year-round seminar & pipeline strategy so you're not starving in February and March

• Partner with carriers & uplines for funding and support (when you come with an actual business plan)

• Avoid the classic trap of "taking all of December off" and giving other agents a 30-foot head start in 2026
  
  

If you're a Medicare agent who just finished AEP and is staring at that deposit thinking, "Okay… now what?", this episode will give you a step-by-step way to:

👉 Spend smarter, market bigger, and build a business that pays you all year—not just during AEP.

📌 Next Steps for Agents

• Take one day to review your AEP: what worked, what didn't, and what you'll change
  Decide how much of your January–March money is going to taxes, marketing, and future AEP

• Build a simple 2026 business plan (goals by quarter, marketing budget, seminar/lead strategy)

• Reach out to carriers and your upline with that plan and ask how they can partner with you
  
  

👍 Like, Subscribe & Share

If this episode helped you think differently about your Medicare business:

• Like the video

• Subscribe to the channel for more Medicare Sales Playbook episodes

• Share this with another agent who just finished AEP and needs a roadmap for 2026
  
  

📝 Want reminders for webinars, Tuesday Tips, and new episodes?
Drop us an email at: Dallas.Keithley@MedicareSalesPlaybook.com