Most Medicare agents stop at health coverage. But what if you could become the trusted advisor your clients turn to for everything related to protecting their retirement and legacy?

In this episode of the Medicare Sales Playbook, Dallas Keithley sits down with estate planning coordinator Stephanie McCann from Gold Tree Financial Group to unpack why estate planning may be one of the biggest missed opportunities in the Medicare space today.

From powers of attorney and living trusts to protecting your book of business and creating deeper client relationships, this conversation will completely change how you think about serving your clients.

You'll learn: ✅ Why estate planning naturally fits into Medicare conversations ✅ How to uncover life insurance and long-term care opportunities organically ✅ The costly mistakes clients make with outdated estate plans ✅ How proper planning protects your clients and your residual income ✅ Simple questions agents can ask to start estate planning conversations ✅ Why "protecting retirement" goes far beyond Medicare plans

If you want to become a more well-rounded retirement advisor, deepen client trust, and create more cross-selling opportunities without sounding salesy, this episode is packed with value.

📍 Don't forget to check out upcoming Medicare Sales Playbook Training Days near you! 📍 Subscribe for more Medicare sales strategies, retirement planning conversations, and agent growth content.

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