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Want a Medicare practice that consistently fills the calendar, cross-sells compliantly, and opens the door to retirement planning? Today, Dallas sits down with John & Jennifer Kennedy (Kennedy Wealth Strategies) to unpack their exact seminar system, how they run a thriving spouse-team business, and the abundance mindset that's moving the whole industry forward.
What you'll learnThe "abundance over scarcity" playbook that accelerates growth (and why collaboration beats competition)
How a spouse team splits roles using StrengthsFinder to reduce friction and boost output
Their seminar formula: T65 targeting, 4-month mail window, mail volume, costs, attendance rates, and conversions
The simple way Jennifer explains Medicare (4th-grade clarity) that wins rooms—and why "connection beats complexity"
Compliant cross-selling: name-tag/notes system, interest sheet, and separate-meeting flow that leads to LTC, HI, cancer, and retirement wins
How Medicare fuels retirement planning ($3M+ annuities submitted YTD from the Medicare side)
Family + business dynamics: shared vision, rhythms, and communication that keep momentum (and marriage) strong
Tuesday Tips + Last Wednesday Webinar invites: Send your email to Dallas → [email protected]
FREE MSP Cross-Selling Sheet: Email Dallas with subject "Cross-Selling Sheet" → [email protected]
Mentorship with the Kennedys (limited): [email protected]
If this helped, drop a comment telling us one action you'll take this week. Your wins fuel the community. Like, subscribe, and share with an agent who needs it!
By Medicare Sales Playbook5
44 ratings
Want a Medicare practice that consistently fills the calendar, cross-sells compliantly, and opens the door to retirement planning? Today, Dallas sits down with John & Jennifer Kennedy (Kennedy Wealth Strategies) to unpack their exact seminar system, how they run a thriving spouse-team business, and the abundance mindset that's moving the whole industry forward.
What you'll learnThe "abundance over scarcity" playbook that accelerates growth (and why collaboration beats competition)
How a spouse team splits roles using StrengthsFinder to reduce friction and boost output
Their seminar formula: T65 targeting, 4-month mail window, mail volume, costs, attendance rates, and conversions
The simple way Jennifer explains Medicare (4th-grade clarity) that wins rooms—and why "connection beats complexity"
Compliant cross-selling: name-tag/notes system, interest sheet, and separate-meeting flow that leads to LTC, HI, cancer, and retirement wins
How Medicare fuels retirement planning ($3M+ annuities submitted YTD from the Medicare side)
Family + business dynamics: shared vision, rhythms, and communication that keep momentum (and marriage) strong
Tuesday Tips + Last Wednesday Webinar invites: Send your email to Dallas → [email protected]
FREE MSP Cross-Selling Sheet: Email Dallas with subject "Cross-Selling Sheet" → [email protected]
Mentorship with the Kennedys (limited): [email protected]
If this helped, drop a comment telling us one action you'll take this week. Your wins fuel the community. Like, subscribe, and share with an agent who needs it!

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