Meet Brittany Garrison (Garrison Global Management)—a Medicare agent building her book 97% over the phone. In this episode, Brittany breaks down how she wrote 40 apps with a 9-day-old newborn, drove 600+ inbound leads in 6 months using TikTok + LinkedIn, and keeps clients coming back (87% retention) with simple, human touches.

• Telesales, start to finish: disclosures, scope, recorded calls, needs analysis, enrollments

• TikTok → appointments: daily posting challenge, 3–4x/week cadence, repeating winning content, hook → value → CTA

• Lead magnets that convert: her free Medicare guide + automated email drips

• LinkedIn newsletters (sleeper channel): “Medicare Made Simple” + “Financial Advisors’ Guide to Medicare”

• Multi-state licensing strategy for a phone-first model

• Retention that sticks: fridge magnet “Congrats, You’re Covered,” birthday/holiday mailers, check-ins

• Educate first: show MA vs. Medigap options so clients choose confidently
  
  

These are live only (not recorded). Email Dallas to get on the list: dallas.keithley@medicaresalesplaybook.com
We’ll send the private join link each month. No spam. No recruiting. Just value.

• TikTok: @GarrisonGlobalMgmt

• Email: brittany@garrisonglobalmgmt.com

• Mentorship: She’s open to helping agents—reach out!
  
  

• Subscribe for weekly Medicare sales tactics

• Comment: What’s one tactic you’ll “steal” and try this week?

• Share with a teammate who needs a telesales blueprint
  
  

Disclaimer: This content is for licensed insurance professionals and educational purposes only. Always follow CMS and carrier compliance guidelines.

Agents—this one could change your AEP. Dallas sits down with Alex Branning (Agent CRM) to unpack how AI actually helps Medicare agents today and why Apple’s new iOS 26 call screening means we must pivot from voice-first to text-first outreach—fast. You’ll get practical guardrails, easy wins, and a step-by-step plan to stay compliant, reach more prospects, and protect your book.

• How to choose AI use cases that save you time (not create it)

• Guardrails Medicare agents must set for compliant AI messaging

• Why iOS 26 call screening will crush answer rates for unsaved numbers—and what to do now

• The simple contact card fix + Apple Business verification for trust

• How to shift to a text-first workflow (and still book calls)

• The “buy back your time” mindset so you stay focused on RGAs (revenue-generating activities)
  
  

• iOS 26 Guide + Free Contact Card Creator: https://ios26.agent-crm.com

• Agent CRM (14-day free trial): https://agent-crm.com

• Email Dallas to Join our “Last Wednesday” Medicare Webinar Series: Dallas.Keithley@MedicareSalesPlaybook.com
  
  
  

Know a “giant” other agents should learn from? Introduce us! We love showcasing proven plays agents can start using on step 15 instead of step 1.

If this helped, like, subscribe, and share with an agent who needs it. Keep growing, keep moving forward—we’ll keep bringing the plays.

#MedicareSalesPlaybook #MedicareMarketing #MedicareAEP #AgentCRM #InsuranceSales #AIforAgents #TextFirst #iOS26 #CallScreening

AEP doesn’t have to break you. In this episode of Medicare Sales Playbook, Dallas and Matt share a practical, doable plan to stay sharp, healthy, and present—for your clients and your family—through all 54 days of AEP. No fluff. No scripts. Just the daily habits and guardrails that actually work in the real world.

What you’ll learn

• The 54-Day AEP Challenge: mental, physical, and business habits you can keep

• The morning routine that sets your brain and pipeline up for wins

• Nutrition + water rules that keep your energy steady between appointments

• Make your calendar “law” (and stop disrespecting the people after this meeting)

• Scheduled breaks that make you more money (not less)

• Protecting family time so you don’t “win AEP and lose your why”

• Simple ways to stay motivated (without living on gas-station pop-tarts ☕️🥐)
  
  

Try this this AEP

• Pick one morning routine you’ll do every day

• Pre-load your car with water + protein snacks

• Block micro-breaks between sits (5–10 minutes)

• Wear an analog watch during appointments (goodbye, notifications)

• Put family days on the calendar now (Halloween/Thanksgiving/etc.)
  2

#MedicareSales #AEP #InsuranceSales #Telesales #Mindset #Productivity

Want a Medicare practice that consistently fills the calendar, cross-sells compliantly, and opens the door to retirement planning? Today, Dallas sits down with John & Jennifer Kennedy (Kennedy Wealth Strategies) to unpack their exact seminar system, how they run a thriving spouse-team business, and the abundance mindset that’s moving the whole industry forward.

• The “abundance over scarcity” playbook that accelerates growth (and why collaboration beats competition)

• How a spouse team splits roles using StrengthsFinder to reduce friction and boost output

• Their seminar formula: T65 targeting, 4-month mail window, mail volume, costs, attendance rates, and conversions

• The simple way Jennifer explains Medicare (4th-grade clarity) that wins rooms—and why “connection beats complexity”

• Compliant cross-selling: name-tag/notes system, interest sheet, and separate-meeting flow that leads to LTC, HI, cancer, and retirement wins

• How Medicare fuels retirement planning ($3M+ annuities submitted YTD from the Medicare side)

• Family + business dynamics: shared vision, rhythms, and communication that keep momentum (and marriage) strong
  
  

• Tuesday Tips + Last Wednesday Webinar invites: Send your email to Dallas → dallas.keithley@medicaresalesplaybook.com
  
  

• FREE MSP Cross-Selling Sheet: Email Dallas with subject “Cross-Selling Sheet” → dallas.keithley@medicaresalesplaybook.com
  
  

• Mentorship with the Kennedys (limited): jen@kennedyws.com
  
  

If this helped, drop a comment telling us one action you’ll take this week. Your wins fuel the community. Like, subscribe, and share with an agent who needs it!

Agents, this one’s loaded. Dallas Keithley sits down with “Medicare Misty” (Misty Bolt) to unpack real-world Medicare marketing that works at every budget—from $0 grassroots to a full $5k/mo plan. We dive into mindset, momentum, and Misty’s unconventional tactics (hello, marketing purse, race car, and city buses) that keep her pipeline full—because relationships, activity, and attention win.

In this episode you’ll learn:

• How to stay intentionally positive (the “10 gratitudes” habit) even in a negative industry

• The $0 plan: health fairs, senior days (Walgreens/“dollar” stores), food banks & volunteering—without saying “insurance”

• The 200-client plan: chambers, BNI, charity sponsorships, and building your local authority

• The $5k/mo plan: hiring social pros, posting with purpose, and compounding brand consistency

• The secret most agents miss: paying attention to opportunities right in front of you

• Conversation starters that actually work (compliment → conversation → connection)

• Why community > solo wins—and how to create your own referral engine
  
  

Do this next (don’t just nod—ACT):

1. Pick one tactic from the show and execute it today.

2. Comment on what you did and what happened—your action might spark someone else’s breakthrough.

3. Want to join our live Medicare training webinars (not recorded)? Email Dallas with subject “Webinars”:
   👉 Dallas.Keithley@MedicareSalesPlaybook.com
   
   

Connect with today’s guest:
Search “Medicare Misty” on all platforms for bootcamps, resources, and community.

Register for our next Telesales Bootcamp:
👉 https://medicaresalesplaybook.com/bootcamps/

Tommy Overton’s story is one of grit, resilience, and determination. From building a 12,000-agent final expense division to betting on himself and starting over in Medicare sales—only to face a life-threatening health scare—Tommy’s journey is nothing short of inspiring.

In this episode, Tommy shares:
✅ How he rebuilt his career from scratch after a setback
✅ The importance of mentors who actually get in the trenches with you
✅ Why betting on yourself (even when it’s scary) can pay off big
✅ The mindset shift that helped him overcome obstacles and keep moving forward
✅ How cross-selling and referrals have transformed his business

This isn’t theory—Tommy is out there writing business, running Medicare seminars, and leading by example. His story will challenge you to raise the stakes in your own business and never stop learning.

Reach out to Tommy!
FB: Overton Agency
IG: Overton_Agency
Website: https://overtonagency.com/

👉 Don’t miss this powerful conversation!

Welcome back to the Medicare Sales Playbook! 🎙️ In this episode, Dallas Keithley sits down with Ty James, VP of Medicare at Lasting Mark, to break down how agents can dominate AEP by having a solid plan, protecting their book, and creating referral pipelines.

👉 What you’ll learn in this episode:

How to prep for AEP as a new agent (and avoid rookie mistakes).

Why your first job is protecting your current clients—and how to do it efficiently.

The power of letters, calls, and client events to keep clients engaged.

How to build referral partners with dentists, pharmacies, and local providers.

Smart strategies for getting referrals from existing clients (without crossing compliance lines).

Why educating clients—not “selling”—is the key to long-term retention.

This conversation is packed with actionable advice for both new and seasoned agents gearing up for AEP. Whether you’re running your first or your fifteenth season, Ty shares proven methods to help you maximize production while building lasting client relationships.

In this episode of the Medicare Sales Playbook, Dallas Keithley and Matt Smith tackle the questions agents often hesitate to ask — but should.

From mastering your products to navigating unpaid business, overcoming “commission breath,” knowing when to pivot your strategy, and deciding whether to build a downline, they cover it all with practical advice and real-world experience.

You’ll discover:

• Why you don’t need to know everything about your products, but you do need to keep learning like a business owner.
  
  

• How transparency about unpaid policies can actually increase referrals.
  
  

• The truth about “commission breath” and how to avoid it.
  
  

• When it’s time to adjust your business strategy (and when to keep pushing).
  
  

• The real ROI of building a team — and the mindset you must have first.
  
  

• How to approach commission conversations with your upline the right way.
  
  

🎯 Whether you’re a new agent or an industry veteran, this episode gives you the confidence to ask the hard questions and the wisdom to handle the answers.

📋 Register for our next Medicare Sales Playbook BootCamp: https://medicaresalesplaybook.com/bootcamps/