Medicare Sales Playbook

Publicly listed emails

dallas.keithley@medicaresalesplaybook.com

adam.steffen@medicaresalesplaybook.com

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What Medicare Agents Should Be Tracking During AEP

October 08, 2026

AEP is here—but do you actually know what you're working toward? In this episode of the Medicare Sales Playbook, Dallas and Matt break down how to set AEP goals that give you something to do TODAY instead of just a number you hope to hit by December. They walk through how to reverse-engineer your production goals, determine the activity needed to reach them, and focus on the things you can actually control throughout AEP. You'll also hear why protecting your existing book should come first, h...

The AEP Mindset That Could Help You Keep More Clients

October 01, 2026

AEP can get busy fast. Appointments stack up, production goals are staring you in the face, and it's easy to start thinking about everything you need to accomplish. But who is AEP really about? In this episode of the Medicare Sales Playbook, Dallas and Matt challenge agents to shift the focus away from production and back toward the people sitting across the table. They discuss why agents should still review PDP clients—even when there may be little or no commission involved—how rushing throu...

How to Survive and Grow Through Your First AEP

September 24, 2026

Your first AEP can feel overwhelming before it even begins. How many appointments should you have? How many applications should you write? Are you supposed to know every plan, carrier, portal, and answer before you walk into your first appointment? In this episode of the Medicare Sales Playbook, Dallas and Matt break down what new Medicare agents should actually focus on during their first Annual Enrollment Period. Instead of measuring your success against experienced agents with years of cli...

How do I get in touch with Medicare Sales Playbook?

Medicare Sales Playbook is hosted by Dallas Keithley. Its publicly listed emails are dallas.keithley@medicaresalesplaybook.com and adam.steffen@medicaresalesplaybook.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Medicare Sales Playbook?

The publicly listed emails for Medicare Sales Playbook: dallas.keithley@medicaresalesplaybook.com and adam.steffen@medicaresalesplaybook.com.

How many listeners does Medicare Sales Playbook have?

Podseeker estimates Medicare Sales Playbook reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Medicare Sales Playbook?

Medicare Sales Playbook typically books working professionals with real expertise. Typical guest background: Practicing Medicare insurance agents, agency owners, sales leaders, or insurance professionals with demonstrated expertise in client acquisition, referrals, AEP preparation, team management, or agency growth. Common among recent guests: Built or scaled a Medicare insurance business; Demonstrated success generating clients through referrals and community relationships; Developed effective sales, client-retention, or agency-management systems. Recent guests include Don Chapman, Kelsey Hentzen, and Brian Askins.

How hard is it to get booked on Medicare Sales Playbook?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does Medicare Sales Playbook cover?

Recent episodes cover Medicare, Insurance, Sales, Marketing, and Entrepreneurship. Pitch an idea tied to one of these topics and mention a recent episode.