Medicare Sales Playbook is focusing on utilizing one’s unique talents, embracing hard work, and fostering a sense of community. It’s about making a meaningful impact on the lives of agents and helping them grow their Medicare book one play at a time.
The clients you serve and the relationships you build—because trust drives every Medicare decision.
Your repeatable system for turning leads into lifelong policyholders.
The Medicare solutions you offer that meet real needs with real value.
How you attract, engage, and convert seniors through smart, compliant marketing.
The deeper “why” that fuels your mission to serve, protect, and educate retirees.
The Medicare Sales Playbook podcast was created to fill a crucial gap in the industry—a resource that speaks directly to Medicare agents navigating an ever-changing market. We cut through the noise to bring you tactical advice, expert interviews, personal growth strategies, and real-world stories from successful agents across the country.
Each episode is crafted with one purpose: to help you expand your Medicare business one play at a time.
The Medicare Sales Playbook is your comprehensive guide to success in the Medicare sales industry. We believe that by focusing on your individual strengths, maintaining a diligent work ethic, and fostering strong relationships, you can effectively assist seniors in finding the coverage they need while achieving your own professional and financial goals.
Actionable, no-fluff conversations with proven strategies, agent stories, and Medicare sales training—released weekly to keep you sharp and ahead of the curve.
In-person, high-impact training events hosted across major U.S. cities, giving agents hands-on education, compliance clarity, and real community.
Access to a growing network of committed Medicare agents through live Q&As, mastermind calls, and mentorship circles for collaboration and support.
One-on-one or group coaching designed to help agents scale their production, build authority in their market, and operate like true Medicare professionals.
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Selling Medicare can feel overwhelming, lonely, and chaotic—especially if you’re building your business without guidance. We’ve been there. We’ve struggled through bad leads, cold calls, and endless confusion. And we’ve come out the other side with a clear, repeatable approach to growth.
Now, we’re handing that playbook to you.
Whether you’re tuning in from your car between appointments, catching an episode after hours, or joining us at one of our nationwide Medicare Bootcamps, you’re part of a growing community of agents who are serious about making an impact.
Welcome to the Medicare Sales Playbook—where growth isn’t just encouraged. It’s expected.
The Medicare Sales Playbook Bootcamps are high-impact, live training events hosted in cities across the U.S. These one-day intensives are designed to give agents an edge.
Whether you’re new or experienced, these bootcamps will refocus, recharge, and retool your business in just one day.
What began as a simple idea—“What if we shared what really works in Medicare sales?”—has grown into a nationwide platform impacting thousands of agents weekly. We cover everything from lead generation to compliance, cross-selling to client retention, branding to mindset. If it moves the needle for Medicare agents, we talk about it. Each episode is designed to be practical, motivational, and personal—because this business isn’t just about policies. It’s about people.
Our purpose is simple:
Empower: “To equip every Medicare agent with the knowledge, confidence, and tools to succeed on their terms—ethically, effectively, and authentically.”
Elevate: “To raise the standard of Medicare sales by developing agents into trusted advisors, industry leaders, and impactful voices in their communities.”
Medicare Sales Strategist | Field-Tested Leader
Dallas Keithley brings over a decade of front-line experience in insurance sales, agency growth, and leadership development. Throughout his career, he has trained and mentored hundreds of Medicare agents across the country—guiding them through the challenges of prospecting, closing, client education, and long-term retention.
A firm believer that simplicity scales, Dallas has a unique talent for taking complicated sales processes and breaking them down into clear, actionable steps that new and experienced agents can implement immediately. His coaching style is direct, authentic, and always grounded in real-world application—not theory.
Whether he’s hosting the Medicare Sales Playbook podcast, leading an in-person Medicare Bootcamp, or facilitating private workshops, Dallas shows up with one goal:
To help agents win—ethically, confidently, and consistently.
Known as a natural motivator and leader, Dallas empowers agents to own their process, develop their voice, and build client-centered practices that last. His honest, no-fluff delivery combined with his deep understanding of agent pain points has earned him a reputation as a trusted voice in the Medicare space.
When he’s not behind the mic or in the field, Dallas is often found mentoring new producers, developing scalable agent resources, or brainstorming new ways to serve the next generation of Medicare professionals.
Medicare Educator | Systems & Strategy Specialist
Matt Smith is the strategic mind behind the Medicare Sales Playbook—bringing clarity, structure, and long-term vision to every conversation. With a professional background in training, compliance, and Medicare plan design, Matt has spent years helping agents simplify the often-overwhelming world of Medicare and turn it into a manageable, scalable business.
His strength lies in his ability to break down complex topics—like plan comparisons, CMS regulations, and client education—and transform them into practical systems agents can use to grow with confidence and integrity.
Matt is passionate about building not just successful agents, but sustainable careers. He believes that long-term impact requires more than hustle; it takes structure, strategy, and a clear understanding of the “why” behind every sale. His training helps agents move from reactive to proactive, from confused to confident.
Whether he’s co-hosting the podcast, designing back-end tools for agents, or speaking at live Medicare Bootcamps, Matt brings a calm, thoughtful presence that balances tactical know-how with big-picture thinking.
Above all, Matt is committed to raising the standard in Medicare sales—helping agents become trusted advisors who lead with service, compliance, and professionalism.
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