Medicare Sales Playbook is more than just a podcast—it’s a movement to empower and elevate the next generation of Medicare advisors. We exist to help agents, producers, and agency leaders grow with confidence, serve with integrity, and build businesses that last. Whether you’re new to the field or a seasoned vet, our goal is simple: give you the mindset, tools, and real-world strategies to win in the Medicare space.
We’re agents ourselves, so we know the grind. That’s why every episode, bootcamp, and training we create is packed with field-tested insights, proven systems, and practical takeaways you can use immediately.
To empower Medicare insurance agents with real-world training, tools, and strategies that drive confident, compliant, and client-centered sales—while elevating the standards of leadership, service, and success in the Medicare industry. We exist to help you expand your Medicare business one play at a time.
We’re here to empower Medicare agents with the mindset, messaging, and mechanics to grow—and to elevate the standards of how our industry serves seniors nationwide. Because when you grow, so does your impact.
At the core of Medicare Sales Playbook are two industry veterans who have lived the hustle, built the systems, and stayed committed to helping others rise.
Dallas Keithley and Matt Smith don’t just teach Medicare sales—they embody it. With over 20 years of combined experience in the field, they’ve trained hundreds of agents, led teams through growth and change, and developed a reputation for telling the truth about what it takes to succeed.
Their combined approach balances tactical, day-to-day sales execution with strategic thinking, systems-building, and long-term agency development. Whether you’re looking for your first sale or your next breakthrough, these two bring the insight, experience, and energy to help you get there.
Dallas has over a decade of experience in insurance sales, agency development, and leadership. He’s trained hundreds of agents, helping them grow and improve client interactions. A natural motivator and leader, Dallas is known for his straightforward approach, real-world insights, and ability to turn sales challenges into opportunities. When he's not recording or coaching agents, he mentors new producers, leads workshops, and focuses on helping agents succeed.
Matt is a strategic thinker who helps agents simplify complex Medicare products, client education, and agency operations. He has a background in training, compliance, and Medicare planning and is passionate about helping agents build sustainable careers.
Together, Dallas and Matt represent the perfect balance of motivation and methodology, drive and discipline. They are the heart of Medicare Sales Playbook—and they’re here to help you become the advisor, leader, and business owner you’re meant to be. Through the podcast, live bootcamps, and nationwide trainings, they continue to pour into agents and agency leaders who are ready to step up, scale, and serve with purpose.
Because this isn’t just about selling Medicare—it’s about building a legacy that matters.
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