Medicare Sales Playbook

How to Sell More Medicare Plans Using Simple Math Strategies


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Are you effectively using Medicare math to help your clients make informed decisions? In this episode of the Medicare Sales Playbook, host Dallas Keithley and guest Matt Smith break down how to explain Medicare Supplement plans and compare them to Medicare Advantage options.

🔢 Topics Covered:

  • How to calculate and present Medicare costs to clients

  • The difference between Medicare Supplements (Medigap) and Medicare Advantage

  • Why some clients prefer predictability over lower premiums

  • How to overcome objections and educate, not persuade

  • The power of hospital indemnity plans and how they can enhance an MA plan

  • A simple strategy to move clients from Plan F to Plan G for potential savings

💡 Key Takeaways: ✔️ Learn how to break down Medicare costs so clients can clearly see their options ✔️ Understand why wealth isn't always the deciding factor in plan selection ✔️ Discover how to combat common objections with easy-to-follow math strategies ✔️ See real-world examples of Medicare cost breakdowns in action

🎯 Whether you're a new agent or a seasoned pro, this episode will help you improve your client presentations and increase your Medicare sales—one play at a time.

📩 Got questions? Drop them in the comments! 👍 Like, subscribe, and share to help more agents master the Medicare game!

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