
Sign up to save your podcasts
Or


In this episode, host Dallas Keithley sits down with Pat Schmidt from Impact Legacy Group, a man who humorously claims to know the least about Medicare but has worked with more Medicare professionals than most. Together, they dive into how Pat has empowered medicare agents to add tens of thousands of dollars into their businesses, and how you can do the same.
Pat shares his journey with Impact Legacy Group, where he leads the advanced market and retirement division. He discusses how they've built a comprehensive support system for agents, especially Medicare agents, who want to expand their business into the retirement planning space without any additional certifications or complex training.
This episode is packed with practical insights, including:
The key strategies to help Medicare agents close more annuity business.
How to provide your clients with peace of mind by securing their retirement while boosting your commission.
The Elevate platform and how it has revolutionized the way agents work with their clients, leading to over $2.7 million in agent commissions in just 12 months.
Whether you're an experienced Medicare agent or new to the field, this episode is a must-watch!
Don't forget to subscribe to stay updated on future episodes, and leave a comment below with your thoughts.
Connect with Pat Schmidt:
Website: ImpactLegacyGroup.com
Email: [email protected]
Phone: (614) 563-2818
Stay tuned, and let's continue to grow together in the Medicare sales world!
By Medicare Sales Playbook5
44 ratings
In this episode, host Dallas Keithley sits down with Pat Schmidt from Impact Legacy Group, a man who humorously claims to know the least about Medicare but has worked with more Medicare professionals than most. Together, they dive into how Pat has empowered medicare agents to add tens of thousands of dollars into their businesses, and how you can do the same.
Pat shares his journey with Impact Legacy Group, where he leads the advanced market and retirement division. He discusses how they've built a comprehensive support system for agents, especially Medicare agents, who want to expand their business into the retirement planning space without any additional certifications or complex training.
This episode is packed with practical insights, including:
The key strategies to help Medicare agents close more annuity business.
How to provide your clients with peace of mind by securing their retirement while boosting your commission.
The Elevate platform and how it has revolutionized the way agents work with their clients, leading to over $2.7 million in agent commissions in just 12 months.
Whether you're an experienced Medicare agent or new to the field, this episode is a must-watch!
Don't forget to subscribe to stay updated on future episodes, and leave a comment below with your thoughts.
Connect with Pat Schmidt:
Website: ImpactLegacyGroup.com
Email: [email protected]
Phone: (614) 563-2818
Stay tuned, and let's continue to grow together in the Medicare sales world!

580 Listeners

32,708 Listeners

1,545 Listeners

21,185 Listeners

41 Listeners

3,080 Listeners

68,523 Listeners

106 Listeners

293 Listeners

33 Listeners

3,072 Listeners

10 Listeners

19 Listeners

38 Listeners

38 Listeners