How Two Medicare Agents Pivoted Through AEP Chaos (and Grew Bigger Than Ever) Podcast Por  arte de portada

How Two Medicare Agents Pivoted Through AEP Chaos (and Grew Bigger Than Ever)

How Two Medicare Agents Pivoted Through AEP Chaos (and Grew Bigger Than Ever)

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Dallas Keithley is back on the mic with an episode built for agents who want to level up in the middle of chaos.

In this conversation, Dallas sits down with Casey Peterson and Lee Wilson from Teton Medicare (Idaho Falls and Pocatello, ID) — two former competitors who merged agencies and turned that partnership into massive momentum. They break down what happened during a wild AEP (including major plan disruption in their market), how they stayed calm, how they pivoted fast, and what it actually takes to build a real Medicare business that lasts.

You'll hear:

  • Why adaptability is the difference between agents who survive and agents who win

  • What it looked like to handle major market shifts while protecting clients and team culture

  • The mindset behind betting on yourself, reinvesting, and "doubling down" on what works

  • Marketing moves that produced growth (and a few that absolutely didn't)

  • Why hiring help before you feel ready can change everything

  • How they think about culture, recruiting, and hiring the right people

  • The importance of knowing your why and building a business that still protects your family time

If you've ever felt stuck at a comfortable level — or overwhelmed by changes you can't control — this episode will help you reset your mindset, get strategic, and move forward.

📩 Questions or want to connect? Email us: dallas.keithley@medicaresalesplaybook.com
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