Ready or not… AEP is here. In this episode of Medicare Sales Playbook, Dallas Keithley and "Medicare” Matt Smith break down a practical game plan for agents heading into Annual Enrollment Period—mindset first, then simple, legal-safe marketing moves you can do today, plus how to use downtime wisely and anchor your work to a deeper “why.”

What you’ll learn

• Mindset that wins AEP: Acknowledge the negatives without camping on them—and lead clients with solutions, not spin.

• Appointment control: Open with positives your client experienced this year to set the tone and guide decisions.

• Social the right way: What you can say, what you can’t say, and how to post without plan-specific pitfalls.

• Referrals that don’t feel awkward: Turn happy clients into reviews and introductions with 5 quick questions.

• Community touchpoints: Pharmacies, dentists, audiologists, and private practices that are actually referral-rich.

• Activity > anxiety: Simple actions for slow days that still move the needle.

• Your end game: Define the “thing below the thing” so you stay focused when AEP gets loud.

Try this this week

• Post: “Here are 3 things I wish every Medicare client in [Your City] knew before AEP.”

• Call 5 recent clients → ask 5 feedback questions → request a review → ask for 2 introductions.

• Visit 3 local pharmacies/practices; ask: Who’s your typical patient? Which carriers do you accept? Who do you like working with?

Resources & next steps

• Last Wednesday Webinar (with Pat Schmidt – Elevate) → Register here: [email protected]

• Medicare Sales Playbook site & event updates → MedicareSalesPlaybook.com

• Bootcamps & training → Get notified

If this helped, subscribe, like, and comment your ‘why’ below—we read every one and might feature yours in a future episode.