Medicare Sales Playbook

Selling Medicare: From New Agent to Momentum: The 100-Client Blueprint


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How to Get Your First 100 Medicare Clients (Without Burning Out) Host Dallas Keithley sits down with Caleb “the Medicare Coach” Caldwell to unpack the real playbook: drop the ego, find a true mentor, become a student of the game, and keep the message simple so seniors understand and say yes. Caleb shares the story behind his why—faith, family, and fitness—and exactly how he went from brand-new to building momentum fast.

What you’ll learn

  • The first 100 clients blueprint: mentorship → immersion → activity → simple offers

  • How to make Medicare understandable (not a flex-fest) so trust rises and sales stick

  • Seminars, clinics, and partnerships that actually get you in front of people

  • Cross-selling without being pushy (serve the person, not just the plan)

  • Discipline > motivation: the 4 pillars—faith, fitness, family, finances

Links & resources

  • 👉 Register for our Last Wednesday Webinar (free): [email protected]

  • 📩 Contact Dallas: [email protected]

  • 📱 Follow Caleb: IG @calebacaldwell | TikTok @CalebTheMedicareCoach

  • 📚 Mentioned: How to Win Friends & Influence People (Carnegie); The Comfort Crisis (Michael Easter); Real AF podcast (Andy Frisella)

Work with us / Get help Want help building your first 100 or simplifying your seminar strategy? Email Dallas at [email protected]. We’ll point you to the exact tools, scripts, and training.

We’re here to help honest, hungry agents level up—no hype, just real tactics that help seniors and grow your business.

#MedicareSales #InsuranceAgent #SeminarMarketing #CrossSell #AgentTraining

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Medicare Sales PlaybookBy Medicare Sales Playbook