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How Two Agents Pivoted Through AEP Chaos and Grew Bigger Than Ever While Selling Medicare MSP Ep 102

Автор: Medicare Sales Playbook Podcast

Загружено: 2026-02-19

Просмотров: 101

Описание: 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
• Contact Teton Medicare at [email protected] or [email protected]

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: [email protected]
👇 Drop a comment with:
• A topic you want covered
• A guest you want us to interview
• What stood out most from Gabe’s story
👍 Like • Subscribe • Turn on notifications so you don’t miss the next episode.

YouTube Link:    • How Two Agents Pivoted Through AEP Chaos a...  

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 achieve a fulfilling career. Hosted by the energetic and insightful Dallas Keithley, this podcast stands as a guiding light for insurance agents aiming to elevate their Medicare business, one strategic play at a time. Tune in to join Dallas and his guests on this journey towards becoming a standout agent in the Medicare insurance world.

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How Two Agents Pivoted Through AEP Chaos and Grew Bigger Than Ever While Selling Medicare MSP Ep 102

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