Medicare Sales Playbook

Top Medicare Sales Strategy for 2025: How to Read Clients and Increase Medicare Sales


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In this high-impact episode, we sit down with Brian Thompson of Peritia Advisors—a Medicare pro who's built a powerhouse agency from scratch and isn't slowing down. Brian shares how cross-selling has transformed his business, his four-product rule for every appointment, and how understanding personality types can make or break a sale.

We'll talk about:

✔️ Why cross-selling is a must (and how to do it ethically) ✔️ How to increase client retention and persistency ✔️ The simple personality test that helps tailor every presentation ✔️ How Brian turns one appointment into 13 policies ✔️ The psychology behind selling—without feeling "salesy"

Whether you're new to the game or a seasoned pro, this episode will give you actionable insights to grow your Medicare business one play at a time.

📞 Interested in joining Brian's team or connecting with him? Call/Text: (319) 899-8222 📍 Based in Ely, Iowa — now building in 46 states!

💡 Like, comment, and share to help us grow this channel and reach more Medicare agents like you. Got a guest recommendation? Drop it in the comments!

🎧 Subscribe to never miss an episode of the Medicare Sales Playbook.

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