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Hosted by Dave Panozzo, a seasoned real estate sales expert, the Sales Playbook podcast is designed to equip sales professionals with actionable strategies, insights, and tips from top sales experts across various industries. Each episode features in-depth interviews, practical advice, and real-world applications to help listeners refine their skills, close more deals, and boost their career success. With a unique cross-industry approach, the podcast offers diverse perspectives that can be a ...
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Medicare Sales Playbook

Medicare Sales Playbook

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The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, 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 seniors while simultaneously achieving professional growth and financial success. Every episode is designed to inspire, educate, and empower agents to not only grow their business but also to discover their 'why' and ...
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In this podcast, our host, Joe Ducarreaux, picks the brains of industry experts, innovators and sales leaders to draw up a series of playbooks full of actionable tips and tricks for you to take away and run with! Hosted on Acast. See acast.com/privacy for more information.
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"Sales and Marketing Playbook: Unleashed" is a dynamic and informative podcast that provides listeners with the essential strategies, tactics, and insights to excel in the world of sales and marketing. Hosted by industry experts and thought leaders, this podcast delves deep into the latest trends, best practices, and innovative approaches that drive success in the competitive business landscape. Whether you're a seasoned professional or just starting out, "Sales and Marketing Playbook: Unlea ...
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In this week's episode of The Sales Playbook Podcast, we're going to discuss a HUGE mistake many of you are about to make as you enter Q4. Sadly, many sales professionals made the same mistake during the pandemic, during changes in the economy, the longer sales cycles we've been experiencing, etc. For information on how you can book me to speak at …
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In this episode of the Medicare Sales Playbook, we're diving deep into how social media, specifically TikTok, is transforming the Medicare sales industry. Our guest, Tim Smith of Smith Insurance Solutions, shares how he went from being hesitant about social media to generating hundreds of leads for his Medicare business each month. Tim reveals his …
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Send us a text Is your business ready to ace the back-to-school season? Discover how the end of summer can be a prime opportunity to refocus your sales and marketing strategies. Join Evan and me, Craig Andrews, as we draw fascinating parallels between students gearing up for a new school year and businesses striving to hit their annual goals. We’ll…
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Tune into the Sales Playbook Podcast hosted by top real estate sales trainer Dave Panozzo, where he interviews his wife, Kim Panozzo. Together, they share their journey from meeting in the military to working their first combined sales job. It wasn’t always about closing millions in real estate deals each year. Their story mirrors the classic “Fast…
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Welcome back to the Medicare Sales Playbook! In today’s episode, we’re excited to have special guests Jennifer Harris and Adrienne Ostrus from Eldercare Insurance Services join us in the studio. With over 20 years of combined experience in Medicare, these experts share their insights on the tools and strategies that can help agents grow their busin…
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I have some prospecting data I'm going to share in this episode and it isn't pretty, but; The cure is super easy and I have a few freebies for you that will help! Resources mentioned in this episode: FREE Creative Prospecting Guide How To Write Cold Emails That Command AttentionDi Paul Castain
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Welcome back to the Medicare Sales Playbook, the go-to podcast for Medicare agents looking to elevate their game! In this episode, Dallas is joined by the passionate and knowledgeable Michael Bond from Serenity Insurance Group. With years of experience, Michael has transformed his Medicare business and is here to share his journey from being a top …
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Send us a text Unlock the secrets to dominating your local market with our latest episode of the Sales and Marketing Playbook Unleashed. Join us as we uncover the power of local SEO services and "near me" searches to attract customers in your community. Craig Andrews and Evan Polin discuss the pivotal role of building local relationships and how be…
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Welcome back to the Medicare Sales Playbook, hosted by Dallas Keithley! In today’s episode, we’re joined by the incredible Ray Hunter, owner of RH Financial Group. Ray shares his journey from corporate sales to becoming a leader in the Medicare insurance space, offering valuable insights on how to grow your Medicare business with integrity and pass…
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There was this SDR who did something brilliantly creative to get my attention, and then; Things went wrong . . . terribly wrong! On this week's episode of The Sales Playbook Podcast, we're gonna go there! This episode of The Sales Playbook Podcast is brought to you by our From Cold To Gold: Prospecting Tactics That Convert webinar. Click HERE for d…
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As the Annual Enrollment Period (AEP) approaches, it's crucial to have a solid game plan in place to ensure you're fully prepared to maximize your Medicare sales. In this episode of the Medicare Sales Playbook, host Dallas Keithley is joined by Brian Askins, CEO of Impact Legacy Group, to provide you with a step-by-step guide on how to get ready fo…
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It's getting harder and harder to get a busy decision-maker's attention, and; If you want to stand out, you'll need to consider the approach we discuss in this week's episode of The Sales Playbook Podcast. Click HERE to learn about our upcoming prospecting webinar: From Cold To Gold Prospecting Tactics That Convert!…
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On this week's episode of The Sales Playbook Podcast, we're going to talk about a "silent killer" of your success, and; It usually goes undetected! Click Here for information about my 1 on 1 coaching program. Click HERE to learn how to hire me to speak at your next event.Di Paul Castain
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There's an old saying that tells us we should "never look back", but; Sometimes you need to look back to keep moving forward. I get into the details and share how I recently turned around a day where I was guilty of "stinking thinking"! Click Here for information about my 1 on 1 coaching program. Click HERE to learn how to hire me to speak at your …
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Welcome to another episode of the Medicare Sales Playbook, where we equip you with the strategies to grow your Medicare business, one play at a time. In this episode, host Dallas Keithley sits down with industry veteran Craig Burri, a man with a wealth of experience and stories that will both entertain and educate you. Craig shares his journey from…
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There's one thing you need to realize when it comes to your discovery calls, and; Once you embrace it; Your sales results will improve dramatically! In this week's episode of The Sales Playbook Podcast, we're gonna go there! During the podcast, I mentioned our upcoming discovery call webinar. Click HERE for more details.…
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In this episode, host Dallas Keithley sits down with Pat Schmidt from Impact Legacy Group, a man who humorously claims to know the least about Medicare but has worked with more Medicare professionals than most. Together, they dive into how Pat has empowered medicare agents to add tens of thousands of dollars into their businesses, and how you can d…
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Here's a tactic that pretty much nobody does and yet; It will fast forward your success faster than any other tactic! Think I'm bluffing? Check out this week's episode of The Sales Playbook Podcast and see for yourself! Click Here for information about my 1 on 1 coaching program. Click HERE to learn how you can hire me to speak at your next event.…
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Send us a text Can non-selling professionals like lawyers, architects, and accountants master sales and marketing? Evan Polin and Craig Andrews think so, and they’re here to show you how. In this episode of Sales and Marketing Playbook Unleashed, we explore the evolving business landscape that demands these professionals step out of their comfort z…
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There's something I've been doing for 20+ years and it's made all the difference when it comes to the level of success I enjoy today. I triple-dog dare ya to not only listen to this episode but; Embrace it as a "must-have" on YOUR success journey! Click Here for information about my 1 on 1 coaching program. Click HERE to learn how you can hire me t…
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This episode is going to hit you right between the eyes because it's something we all do and it hurts us in so many ways. Click Here for information about my 1 on 1 coaching program. Click HERE to learn how you can hire me to speak at your next event.Di Paul Castain
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Are you curious about how a global pandemic can transform a career? Join Dave Panozzo on the Sales Playbook Podcast as he interviews his teammate, Dayana Henriquez, about her inspiring journey from corporate aspirations to becoming a successful real estate agent. In the first episode, Dayana shares her experiences of studying for a real estate lice…
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Welcome back to the Medicare Sales Playbook! In this episode, Dallas Keithley and co-host “Medicare” Matt Smith dive into a crucial topic: "Why Can't I Grow? Understanding and Overcoming Barriers to Building a Successful Team." They discuss practical tips and personal experiences to help you grow your Medicare sales team effectively. Whether you're…
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Next time you find yourself procrastinating, try this incredibly simple tactic, or; Have fun losing 55 days over the next year to the silent killer we call "procrastinating"! Think I'm kidding? Then I triple dog dare ya to check out this episode of The Sales Playbook Podcast. Email me Paul@yoursalesplaybook.com to learn more about how we can work t…
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There's something really challenging when it comes to goals and quite frankly; It isn't talked about enough! On this week's episode of The Sales Playbook Podcast; We're gonna go there! Click Here for information about my 1 on 1 coaching program. Click HERE to learn how you can hire me to speak at your next event. PS I had intended on making this a …
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Send us a text How can embracing your authentic self revolutionize your sales and marketing strategy? In this episode, Craig Andrews brings a humorous twist with his Game of Thrones-inspired personal brand, while Evan Polin joins to dissect the pitfalls of inauthenticity. Together, they shed light on how genuine relationships are the backbone of bu…
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There's something that you can do, starting TODAY that will give you an immediate advantage! On this week's episode of The Sales Playbook Podcast; We're gonna go there! Click Here for information about my 1 on 1 coaching program. Click HERE to learn how you can hire me to speak at your next event.Di Paul Castain
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Welcome to another episode of the Medicare Sales Playbook with your host, Dallas Keithley! We hope you're having an amazing week, and we're here to make it even better by bringing you some valuable insights today. We appreciate you tuning in because your time is incredibly valuable, and it means a lot to us that you're spending some of it with us. …
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Send us a text Have you ever wondered if the summer slowdown is just a myth? Craig Andrews, partner and CEO of Beholder Agency & Evan Polin, President of Polin Performance Group, joins us to reveal why summer is the golden season for maintaining sales and marketing momentum. Discover the truth behind the misconception that business grinds to a halt…
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Welcome to another episode of the Medicare Sales Playbook! I'm your host, Dallas Keithley, and today I'm joined by the one and only Medicare Matt Smith. Get ready to learn how to make your contracting process smoother and more efficient. In this episode, we dive into the essential steps you need to take to ensure your Medicare contracting goes off …
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Welcome back to the Medicare Sales Playbook! I'm your host, Dallas Keithley, joined by our good friend and co-host, Medicare Matt Smith. Today, we’re rolling up our sleeves and diving deep into the topic of hospital indemnity plans. Hospital indemnity plans can significantly boost your bottom line, potentially adding $50,000-$60,000 in the first ye…
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Chris Voss has a brilliant set of questions labeled "No oriented questions". In this week's episode of The Sales Playbook Podcast, we get into the tactics, and the psychology behind it, and I provide you with a few cold call openers, cold email templates, and; A cool template you can use when a deal stalls or if you've been ghosted! Here's a link t…
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Welcome back to the Medicare Sales Playbook! In today’s episode, we are thrilled to introduce the Rose boys from Diversified Companies - Mike, Dan, and Anthony. These industry experts have a wealth of information about the Medicare market, much like our previous guest, Cody Askins. Their father started in the business years ago, and they've since t…
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The 3rd and 4th quarters are by far THE most misleading quarters and there's a HUGE trap you'll want to avoid, but; It's something you have to adjust immediately or you'll pay dearly for it! This week's episode of The Sales Playbook Podcast is brought to you by our prospecting download. Click HERE for details.…
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Welcome back to another episode of the Medicare Sales Playbook! In this episode, we dive deep into the essentials of cross-selling and how it can transform your business. Our host, Dallas Keithley, is joined by the always insightful Mr. Medicare Matt Smith. Together, they share practical tips and strategies to help you become the go-to insurance ag…
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Welcome back to the Medicare Sales Playbook! We’ve got an exciting episode for you today. Huge thanks to everyone for the amazing support and feedback. We love hearing your success stories and wins each week! Today, we’re thrilled to have Tony Gossard, an industry expert, joining us. Tony has been in the Medicare business since 2019, after a long c…
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Welcome back to the Medicare Sales Playbook! Today, we have something special in store based on your feedback for more hands-on training. Joining me as co-host is Matt Smith, an industry expert with ten years of experience in the Medicare field. In this episode, we dive into the basics of Medicare and discuss how to effectively present it to your c…
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Send us a text Can you imagine a world where fragmented CRM usage and inconsistent data are a thing of the past? Join Craig Andrews and Evan Polin as they dive into the intricate dance between sales and marketing metrics and KPIs, revealing how these distinct yet complementary functions can harmonize to boost organizational performance. We kick off…
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Ladies and gentlemen welcome back to the Medicare Sales Playbook! If you're new here, the purpose of this show is to be positive, talk about Medicare, and help you grow. We want to know how we can better serve you, so keep your feedback coming. Who do you want to see on the show? Let us know, and we'll make it happen! Today, we're doing something s…
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I came across a warm email tactic (and template) that blew my mind and in this week's episode of The Sales Playbook Podcast, I share it all, step, by step. Oh, and it's so incredibly simple to do and costs nothing! FREE Resource Mentioned During The Podcast: I offer a FREE, 3-touch email sequence with templates and you can download it for FREE by c…
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Send us a text Is your sales team struggling to hit their targets due to misaligned marketing efforts? Join us in our latest episode as Craig Andrews and Evan Polin reveal the crucial intersection points between sales and marketing, starting with the pivotal concept of "time to market." Discover how aligning short-term marketing initiatives with sa…
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Welcome back to the Medicare Sales Playbook podcast with your host, Dallas Keithley! In this episode, we dive deep with our special guest, Sid James, a dynamic young professional from the Sid James Agency. As an emerging leader in the Medicare space, Sid shares his journey from college basketball to insurance success, the strategies behind opening …
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We've all had those situations where we do our homework on a potential client and come up empty! How do you personalize a cold email when you don't have anything specific? Better check out this week's episode of The Sales Playbook Podcast to find out!Di Paul Castain
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Welcome back to the Medicare Sales Playbook! In this episode, host Dallas Keithley dives into an engaging conversation with Stephen Robinson, founder of Neuse Consulting, about his journey through the Medicare industry, from a captive agent to establishing his own independent consultancy. Stephen shares his extensive experience, beginning with his …
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