We made it — 100 episodes of the Medicare Sales Playbook 🎉

In this milestone episode, Dallas and "Mr. Medicare" Matt Smith look back on what the last 2+ years have taught them — and the one word that keeps coming up: gratitude.

You'll hear:

• Why gratitude can change your perspective (and your business)

• A simple leadership principle: find people who are great at what you're not

• Favorite episode highlights and the lessons behind them (TikTok lead gen, activity, leadership, serving others, reinvesting, cross-selling, and more)

• A reminder that most people know what to do… but few commit to action

PLUS: Training Days are coming to cities around the country (including Phoenix, Denver, Seattle, Charlotte and more).

📩 Seen all 100 episodes? Message us your favorite moment:
Email: Dallas.Keithley@MedicareSalesPlaybook.com

In this episode of the Medicare Sales Playbook, Dallas Keithley and "Medicare Matt" get real about what separates the agents who last from the agents who flame out: a servant mindset + the ability to find (and verify) answers fast.

Dallas shares his mantra for the year—"How can I serve you?"—and they break down the "Can I?" part: What can I do to put myself in a better position to serve people today? The conversation turns practical quickly: how to use tools like ChatGPT the right way (great for brainstorming, dangerous as your final authority), why you should verify everything with trustworthy sources like Medicare.gov and CMS.gov, and how saving screenshots of official guidance can protect you (and your clients) later.

They also hit a huge leadership lesson: if you're the person everyone calls for answers, you may be building dependency—not a scalable agency. The solution? Train your people to find the resources and lean into community, mentorship, and your organization's support channels.

If you want to be more self-reliant, more confident in the field, and better equipped to handle the weird Medicare scenarios that pop up mid-appointment—this one's for you.

Key takeaways:

• How to think like a "resource finder" (not a walking encyclopedia)

• Using AI as a brainstorming tool—then verifying with official sources

• Why Medicare.gov + CMS.gov should be your go-to references

• How to avoid costly mistakes (like Part B penalty misunderstandings)

• Community > isolation: success happens with the right people around you

👉 Subscribe for weekly Medicare training, Tuesday Tips, and Last Wednesday Webinars

👉 Watch for upcoming in-person training events across the country

👉 Join the January 28 webinar on transitioning Medicare conversations into Long-Term Care

📩 Questions or want to get on the training list?
Email: Dallas.Keithley@MedicareSalesPlaybook.com

In this episode of the Medicare Sales Playbook, Dallas and Matt unpack a simple phrase that has the power to completely transform your sales results:

"How may I serve you?"

In a world where every agent has access to the same Medicare contracts—Humana, UnitedHealthcare, Aetna—the real differentiator isn't the plan.

It's you.

This conversation dives deep into:

• Why clients are really "buying the agent," not the policy

• How observation, listening, and preparation separate average agents from elite ones

• What service actually looks like before, during, and after the appointment

• Real-world stories from airlines, restaurants, Chewy, and everyday client interactions

• Practical ways to stand out without breaking compliance—or your budget
  
  

You'll learn why being a student of the game matters, how noticing small details builds lifelong loyalty, and why the greatest return in sales often comes from giving first.

💡 Challenge of the episode:
This week, pick three people and give them something meaningful (under $5) that shows you truly listened. The return may surprise you.

If you're serious about building trust, retention, and long-term referrals in Medicare sales, this episode is for you.

👉 Subscribe for weekly Medicare training, Tuesday Tips, and Last Wednesday Webinars
👉 Watch for upcoming in-person training events across the country
👉 Join the January 28 webinar on transitioning Medicare conversations into Long-Term Care

📩 Questions or want to get on the training list?
Email: Dallas.Keithley@MedicareSalesPlaybook.com