Những podcast Medicare Agent hay nhất (2024)

1
Allies in the Field: Redefine Competitor Relationships in Medicare Sales 25:46

2d ago25:46

25:46

In this week’s episode, we explore the role of competition in professional growth and industry dynamics. We discuss the positive aspects of competing, emphasizing that the most impactful competition is often against one’s own previous achievements rather than solely against others. We also cover effective strategies for maintaining constructive rel…

1
The Medicare Divide: Understanding Advantage and Supplement Plans 31:36

9d ago31:36

31:36

In this week's episode, Raul and Oscar guide agents through the medicare divide. They will help agents have a better understanding of Advantage and supplement plans. Join us on this journey to master your understanding of the Medicare divide with confidence, enabling you to better assist and guide your clients.…

1
Retain & Thrive 30:16

17d ago30:16

30:16

Welcome back to another insightful episode of Medicare Agent IQ, where we delve into the art of client retention in the Medicare industry. In this episode, we explore why retaining your Medicare clients isn't just beneficial; it's essential for building a sustainable and thriving business. Five years down the line, agents who prioritize retention w…

1
Real Life Scenarios: Mastering Medicare Conversations Part 2 35:22

23d ago35:22

35:22

Continuing our "Real Life Scenarios" series, Raul and Oscar bring to life two new situations in this episode. First, they role-play a conversation with a client worried about the cost of their medication, providing insights on how to tackle this common issue. Then, they step into a scenario where an agent meets a prospect referred by a doctor's off…

1
Real Life Scenarios: Mastering Medicare Conversations 31:25

30d ago31:25

31:25

Join Raul and Oscar as they dive into the world of Medicare through engaging role-play scenarios in this episode. They tackle two common yet complex situations: Advising a federal employee on the choice between FEHB and Medicare Advantage plans, and guiding a veteran accustomed to VA benefits through Medicare enrollment These realistic simulations …

1
Medicare Telesales: A Chat with Victoria Cabrera 41:29

1M ago41:29

41:29

Join us as we dive into the world of Medicare Telesales with expert Victoria Cabrera. She breaks down what's on the horizon with the upcoming FCC regulations, how telesales stands out from in-person sales, and why it's crucial to create your own lead pipeline. Victoria shares practical advice and insights that anyone in telesales will find valuable…

1
Own Your Area: Agent's Guide to Local Dominance 29:15

1M ago29:15

29:15

In this week's episode, Raul and Oscar dive into the strategies that can make you the go-to Medicare agent in your community. From the power of grassroots marketing and getting involved locally to the impact of networking and smart digital marketing tactics, we cover all the bases. This episode is your roadmap to building a strong local presence, c…

1
Scaling Your Medicare Business: Hiring Your First Admin 34:28

2M ago34:28

34:28

In this week's episode, Raul and Oscar explore the pivotal moment in a business's growth when hiring an administrative assistant becomes essential. This episode covers the key qualities to look for in a potential employee, effective management strategies, and offer valuable insights from their own experiences It's all about finding the right person…

1
Navigating the FMO Maze: Friend or Foe for Insurance Agents 28:43

2M ago28:43

28:43

In this week's episode, we explore the vital aspects of selecting the right Field Marketing Organization, or FMO, for your Medicare career. We discuss the importance of receiving proper support, engaging in meaningful training, and securing direct compensation, alongside the red flags every agent should be wary of, such as dubious contracts, a lax …

1
Mastering The Needs Analysis 30:16

2M ago30:16

30:16

In this week's episode, we get into the crucial process of conducting a thorough needs analysis for your clients. Understanding the depth and importance of asking the right questions can transform the service you offer. We walk you through key inquiries that unlock your clients' true needs, highlight the pitfalls of skimming over this essential ste…

1
Launching Your Medicare Insurance Agency 30:54

2M ago30:54

30:54

Dreaming of starting your own Medicare insurance agency? This episode is your go-to guide for turning that dream into reality. We go over the essentials of understanding the Medicare landscape and the qualities of a selfless leader who puts the team and clients first. From the intricacies of recruiting and training top-notch agents to navigating th…

1
Choosing Coverage: Employer or Medicare? 41:42

3M ago41:42

41:42

In this week's episode, we explore one of the most common crossroads faced by those approaching Medicare eligibility. From breaking down employer coverage options to comparing them with what Medicare offers, we provide a comprehensive overview to help you assist clients in making informed decisions. We emphasize the personalized nature of this choi…

1
Make This Your Best Year Yet. How? Part 2 30:01

3M ago30:01

30:01

In Part 2 of our 'Make This Your Best Year Yet. How?', Oscar and Raul dive into the crucial elements of relationship-building and trust in the Medicare business. Discover why forging strong, personal connections with clients isn't just beneficial – it's essential for ensuring they stay with you. Beyond just business tactics, our hosts also share in…

1
Make This Your Best Year Yet. How? 29:43

3M ago29:43

29:43

Ready to make this year your most successful one yet? In the first episode of 2024, we share the strategies and mindsets that can elevate your game to the next level. Our hosts explore the power of setting SMART goals – Specific, Measurable, Achievable, Relevant, and Time-bound objectives that keep you on track and focused. We also delve into the c…

1
Post-AEP: Building For The Future Part 2 30:36

4M ago30:36

30:36

In Part 2 of our "Post-AEP: Building for the Future' series, we continue to guide agents through the crucial post-AEP period. This episode zeroes in on utilizing the remaining days of December to strategically prepare for the Open Enrollment Period (OEP). We emphasize the importance of being alert to Special Enrollment Periods (SEPs) and the opport…

1
Post-AEP Strategy: Building For The Future 28:06

4M ago28:06

28:06

In this week's episode, we focus on the crucial steps agents should take after the hustle and bustle of the Annual Enrollment Period. As the dust settles, maintaining momentum is key. We dive into the importance of consistent follow-up calls, not just as a strategy to maintain client relationships but as a foundation for future success. Additionall…

1
Diving Deep Into Your Sales Questions Part 2 24:11

5M ago24:11

24:11

In this week's episode, we pick right up from where we left off last week. Answering agents' questions! We tackle the sensitive topic of how to handle it when a client decides to 'fire' you and the critical task of comparing clients' group health plans with Medicare Advantage or Supplement plans. To close out the episode, we get to the heart of our…

1
Diving Deep into Your Sales Questions Part 1 28:05

5M ago28:05

28:05

In this episode of Medicare Agent IQ, we're diving into the questions that keep agents up at night. From grappling with a low AEP sales rate to pondering the expansion into ACA and Final Expense, we're tackling your biggest concerns head-on. Whether you're questioning your path or considering diversifying your portfolio, our hosts offer insights dr…

1
The Art of Communication: A Journey For All of Us 30:21

5M ago30:21

30:21

In this week's episode, we're tackling the invaluable skill of communication. Good communication goes beyond words—it's about connection, understanding, and growth. We'll discuss how refining your communication skills can open doors in both your personal and professional lives, and why it's a lifelong journey worth embarking on. From insightful ane…

1
No Fear: Build Confidence in Your Sales Strategy 30:36

5M ago30:36

30:36

Every agent has felt it at one point or another – the gripping fear of failure. This week, Raul and Oscar discuss the real impact this fear has on Medicare agents and how it can drastically hold them back. But, guess what? Overcoming it is more attainable than you think. Join us as we explore how mastering your products and setting manageable goals…

1
Diversify to Multiply: Boosting Your Business Revenue 30:13

6M ago30:13

30:13

In this week's episode, Raul and Oscar break down the magic of cross-selling—a strategy every agent can use to enhance their revenue. Join us this week as we uncover the ins and outs of cross-selling, emphasizing its power to elevate your business and truly cater to your clients' diverse needs. Step up your sales game by tapping into the full spect…

1
Elevate Your Approach: An Interview with a Listener 40:29

6M ago40:29

40:29

Join us in a breakthrough episode where, for the first time, we invite a listener, Leancy, into the conversation, turning her challenges into shared wisdom for all. Leancy opens up about the hurdles she faces with calling leads—feeling bogged down and getting rejected. Your hosts, Raul and Oscar, and special guest, Priscilla, explore new avenues an…

1
From Swipe to Sales: Reacting to Shorts with Raul & Oscar 29:28

6M ago29:28

29:28

Ever wondered what seasoned pros think about those quick sales tips on YouTube shorts? Join Raul and Oscar this week as they dive into these bite-sized sales insights, sharing their takes, offering expert advice, and hashing out what they agree with and what misses the mark. Tune in and compare your thoughts with theirs…

1
Winning in AEP: Maximizing Medigap Sales 29:23

6M ago29:23

29:23

In this episode, Raul and Oscar chat about handling Medigap sales during the busy AEP season. While Medicare Supplement plan changes can be made any time of the year, agents are likely to get calls from Medigap clients who may think they need a change. Your hosts discuss being cautious when switching plans, what happens when a client's Medicare Adv…

1
Mindsets Matter: Exploring Growth vs. Fixed Perspectives 26:34

7M ago26:34

26:34

In our latest episode of Medicare Agent IQ, we discuss one of the most crucial tools for success - mindset. Discover why fostering a growth mindset can be beneficial, both personally and professionally, and how it differs from a fixed mindset. If you've ever felt trapped by limitations or wondered how to break out of a pattern, this episode is your…

1
Switching Lanes with Ernest Arredondo: From Final Expense to Medicare 33:57

7M ago33:57

33:57

On this week's episode, we chat with one of our own, Ernest Arredondo. Ernest walks us through his background, spills the details on how he got started in insurance sales, and breaks down his move from final expense to Medicare insurance. Curious about life as an independent Medicare insurance agent? Ernest's got some stories and insights you won't…

1
The 4-Legged Stool to Success Part 2 31:14

7M ago31:14

31:14

Expand your horizons, Agents! In the second installment of The 4-Legged Stool, Raul and Oscar continue the conversation and discuss even more game-changing strategies! Tune in as your hosts cover: The Power of Informal Sales Events Unlocking Retail Opportunities Leveraging Social Media Marketing Best Practices & Expert Tips to Stay Ahead Whether yo…

1
The 4-Legged Stool to Success Part 1 30:44

7M ago30:44

30:44

Diversifying your sales pipeline is the key to longevity and success in the Medicare field. In this week's two-part episodes, Raul and Oscar discuss a few strategies that can revitalize your sales approach and provide stability in ever-changing markets. In this first episode, we cover: The Art of Networking 'Turning 65' Educational Dinners Client R…

1
Last Minute AEP Preparations 36:42

8M ago36:42

36:42

The Annual Enrollment Period (AEP) is just around the corner, and for Medicare agents, it's the crunch time. In this week's episode, we share essential last-minute preparations to ensure you're ready for the AEP surge. Discover the importance of: Timely Medicare certifications. Cultivating strong relationships with local doctors and dentists. Tappi…

1
Serving Dual Special Needs Clients 31:01

8M ago31:01

31:01

Join us for another episode of Medicare Agent IQ where you hosts Raul Gonzalez and Oscar Ibieta break down the Dual Special Needs client. We cover the ins and outs of helping your dual clients with Medicaid and share some practical tips on finding these unique clients. If you're looking to expand your knowledge and better serve your dual clients, t…

1
To Enroll or Not to Enroll: Navigating Medicare at 65 28:40

8M ago28:40

28:40

In this episode, we dive into a crucial decision that every senior faces when they turn 65: whether to enroll in Medicare or not. As agents, understanding these intricacies can significantly enhance the support and guidance you provide your clients. Join us as we break down the pros and cons, navigate potential penalties and downsides, and illumina…

1
Your Medicare Questions Answered 31:58

8M ago31:58

31:58

Join us in this engaging episode of Medicare Agent IQ where your hosts, Raul Gonzalez and Oscar Ibieta, respond directly to your inquiries! Whether you're a Medicare newbie or a seasoned agent seeking to stay updated, this Q&A session equips you with invaluable insights, essential advice and practical tips, ensuring you're well-informed about your …

1
Medicare: The Supplemental Coverage Option 35:17

8M ago35:17

35:17

This week, Raul Gonzalez and Oscar Ibieta discuss the ins and outs of Medigap. Join us as we share our insights and experiences, discussing who can benefit from a Medigap plan over a Medicare Advantage plan. Get ready for an informative conversation about the advantages of Medigap and common misconceptions, providing valuable knowledge for both sea…

1
Mastering Client Relations: A Step-By-Step Guide with Natalie Gamez 30:31

9M ago30:31

30:31

Join your hosts, Raul Gonzalez and Oscar Ibieta, in this week's episode where they are joined once again by top-producing agent, Natalie Gamez. Experience firsthand how she progresses from generating leads at events, to scheduling meetings, discussing Medicare insurance, and maintaining contact after the sale. This episode features role-plays that …

1
Insights from a Top Producer: A Conversation with Natalie Gamez 31:32

9M ago31:32

31:32

In this episode of Medicare Agent IQ, hosts Raul Gonzalez and Oscar Ibieta sit down with Natalie Gamez, an insurance powerhouse and top producer for the past seven years. Throughout the episode, Natalie shares the challenges she's faced, how she has maneuvered them, and her triumphant successes that serve as lessons for every aspiring agent. Tune i…

1
Compassionate Care: Shifting from Agent to Advisor 33:48

9M ago33:48

33:48

In this week's episode, hosts Raul Gonzalez and Oscar Ibieta discuss the pivotal shift from being an insurance agent to becoming an insurance advisor. They shed light on the distinction between the two roles and underline the importance prioritizing the well-being of clients over commission. The duo share their experiences on how being compassionat…

1
Medicare Agent IQ: Q&A Showdown 28:16

9M ago28:16

28:16

Get ready for an informative Q&A session on this week's episode of Medicare Agent IQ. Join your hosts, seasoned Medicare Sales Veterans, as they engage in an enlightening dialogue, volleying questions on all things Medicare and sales. We're delving deep into the core of Medicare concepts and unpacking advanced sales strategies. Regardless of your e…

1
Stoking the Competitive Fire 31:07

10M ago31:07

31:07

In this week's episode of Medicare Agent IQ, hosts Raul Gonzalez and Oscar Ibieta delve into the heart of the competitive spirit that drives success in Medicare sales. 'Stoking the Competitive Fire' explores the concept of competitive mindset and its pivotal role in achieving exceptional results. Raul and Oscar share their personal experiences, str…

1
What's New? The 2024 Final Rule Breakdown 34:18

10M ago34:18

34:18

Join us as we navigate through the new changes coming with the 2024 Annual Enrollment Period (AEP). In this essential episode, we're shedding light on the upcoming rules and regulations that will reshape the Medicare landscape. Learn what these changes mean for you, how to adapt and thrive in the evolving environment, and how these updates can impa…

1
The Shift from Final Expense to Medicare Advantage 25:31

10M ago25:31

25:31

In this week's episode, your hosts Raul Gonzalez and Oscar Ibieta dive deep into the strategic shift from selling Final Expense insurance to Medicare Advantage plans. This discussion unpacks the reasons behind this transition, potential benefits, and the challenges agents might face along the way. We offer key insights and practical strategies to m…

1
Breaking Through Barriers: The Secret to Overcoming Objections - Part 2 30:21

10M ago30:21

30:21

In this week's episode of Medicare Agent IQ, we continue on the topic of Breaking Through Barriers: The Secret to Overcoming Objections. We explore the common obstacles that professionals face in the business, and we provide practical strategies to navigate them effectively. Learn how to anticipate objections, respond confidently, and transform the…

1
Breaking Through Barriers: The Secret to Overcoming Objections 30:36

11M ago30:36

30:36

In this week's episode of Medicare Agent IQ, we delve into the topic of Breaking Through Barriers: The Secret to Overcoming Objections. We explore the common obstacles that professionals face in the business, and we provide practical strategies to navigate them effectively. Learn how to anticipate objections, respond confidently, and transform them…

1
Timely Tips: Navigating Enrollment Periods 32:58

11M ago32:58

32:58

In this episode, Raul and Oscar break down the intricacies of Medicare enrollment periods. Discover the critical dates and strategies for guiding your clients through Initial, Special, and Annual Enrollment Periods with ease.Bởi Raul Gonzalez, Oscar Ibieta

1
Winning Friends and Influencing People 31:57

11M ago31:57

31:57

Join Raul and Oscar as they dive into the timeless classic, 'How to Win Friends and Influence People,' exploring its powerful principles and their direct application to Medicare sales. Discover how building genuine connections and mastering influence can skyrocket your success in the world of Medicare, all while empowering the lives of your clients…

1
Embracing the Medicare Entrepreneur Mindset 30:59

11M ago30:59

30:59

Dive into the world of Medicare entrepreneurship in this exciting episode of the Medicare Agent IQ podcast. Join hosts Raul Gonzalez and Oscar Ibieta as they share invaluable tips on time management and daily planning for independent agents. Discover how to optimize your routine, balance responsibilities, and master the entrepreneurial mindset to t…

1
Educate to Elevate: Harnessing Formal Events to Win Over the Turning 65 Market 28:17

11M ago28:17

28:17

In this captivating episode of the Medicare Agent IQ podcast, join hosts Raul Gonzalez and Oscar Ibieta as they reveal the benefits of using formal educational events to connect with seniors turning 65 and generate sales. Learn how imparting valuable information can help you build trust, showcase your expertise, and win the loyalty of a growing dem…

1
Service with a Smile: Winning Referrals & Medicare Success through Stellar Customer Service 29:39

12M ago29:39

29:39

In this engaging episode of the Medicare Agent IQ podcast, hosts Raul Gonzalez and Oscar Ibieta explore the power of exceptional customer service as a catalyst for generating referrals and achieving success in the Medicare insurance industry. Discover how going above and beyond for your clients can not only lead to increased satisfaction, but also …

1
Building a Powerful Referral Network 29:49

12M ago29:49

29:49

Welcome to another insightful episode of the Medicare Agent IQ podcast! In this episode, your hosts Raul Gonzalez and Oscar Ibieta dive deep into the world of referral networks, uncovering the secrets of building and maintaining a powerful referral system that will skyrocket your Medicare insurance business…

1
Steps to Become a Medicare Insurance Agent 14:25

5y ago14:25

14:25

Joe talks to Ivan Lopez from Van Berg Insurance Services and a member of the Vista Mutual team, Joey Miers about the steps involved in becoming an insurance agent as well as how to certify to sell Medicare insurance products. As well as the costs involved. Go to VistaMutual.com for more information on Medicare insurance or to reach one of our agent…

1
How We Got Into the Insurance Industry 8:25

5y ago8:25

8:25

Join Joe Valenzuela, co-owner of Vista Mutual Insurance Services, as he talks to fellow agents Ivan Lopez from Van Berg Insurance Services and Joey Miers from Vista Mutual. They talk about how the got in to the Medicare insurance business and give tips to new Medicare agents. Go to VistaMutual.com for more information on Medicare insurance or to re…

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