Episodes: 116
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
Publicly listed emails
info@certifiedmedicareagents.com
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Kathe Kline - Medicare insurance professional and co-host focused on helping Medicare and ACA agents grow their businesses.
Joanna Wyckoff - Medicare insurance professional and co-host focused on insurance business growth, sales, and product diversification.
Laura Winningham - Medicare And Short-term-care Sales, Commission Changes, Cross-selling, Client Conversations, Product Positioning, And Claims Education
Fact Find Beyond Medicare: The Form Isn't the Sale. The Process Is
October 05, 2026
If your appointments start and end with Medicare, you're leaving most of the relationship on the table. While Joanna's out, Kevin Sword sits down with TopFlight lead agent Mario Ortega to walk through the fact finder that turns a Medicare appointment into a full retirement conversation.Mario covers his whole process: how he introduces himself at seminars so clients expect the bigger conversation, the personal questions that uncover hidden income and needs, and how to spot openings for...
Prep Yourself Before AEP Preps You
September 28, 2026
AEP is in the air and Kathe and Joanna are not entirely thrilled aboutit. In this episode, the ladies get into what's frustrating about thisseason (carriers releasing first looks in late September, non-commissionableplans, and plans being suppressed off Medicare.gov entirely) and whatagents can actually do about it. Then they shift to the part most agentsskip: getting yourself ready before October 15th hits.What they cover: - Why waiting on carrier first looks has agents stuck in "hu...
How to Mine Your Book With Laura Winningham
September 14, 2026
Most agents are sitting on a book of business they never go back to.In this episode, Joanna and Laura pick up last week's conversation and get specific: How do you call a client you enrolled years ago and offer them something new without feeling like a product pusher?The answer starts before the sale. Laura walks through how she sets the expectation at the very first meeting: she's not there to sell a plan, she's there for the whole person. That framing is what makes the second, t...
Publicly listed emails
info@certifiedmedicareagents.com
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