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Watch the full episode on YouTube: HERE

What’s in this episode:
Medicare season is here — and if you’ve ever struggled to explain Medicare Advantage vs. Medicare Supplement, this episode clears it up fast.
Michael and Courtney sit down with industry pro Neil Reich to break down who fits each plan, how to prospect turning-65 clients, and the real-world strategies agents are using to win AEP.

Whether you’re new to Medicare or ready to level up, this episode gives you the tools, timing, and talk tracks to dominate this season

[00:00] Neil Reich’s 27-year Medicare career and growth at Heartland
[03:00] Who qualifies for Medicare and key enrollment periods
[07:00] The rise of Medicare Advantage and why seniors choose it
[09:30] Advantage vs. Supplement: cost, coverage, and fit
[13:00] Explaining out-of-pocket costs and client risk
[16:00] When to start Medicare conversations and prospect leads
[18:00] Why half of 65-year-olds still work and how it affects sales
[23:00] Asking financial questions that build trust
[27:00] Qualifying clients and matching them to the right plan
[30:00] Neil’s 6-month drip system: mail, QR codes, and Facebook
[35:00] Segmenting by income and plan type for smarter marketing
[39:00] Phone vs. in-person appointments and renewal events
[42:00] Awareness campaigns that position you as the expert
[44:00] Limiting agents per market to build stronger teams

CONNECT WITH NEIL REICH
Learn more or connect directly at 👉 careconnectagency.com

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The first 24/7 AI sales coaching platform built for insurance pros. Real-time grading, role plays, and coaching that help producers close more deals.

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