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March 6, 2025 26 mins

Retention is the key to long-term success in Medicare sales! In this episode of the Medicare Sales Playbook, hosts Dallas Keithley and “Medicare”  Matt Smith break down the best strategies to keep your clients for the long haul.

💡 Topics Covered in This Episode:
✔️ Why client retention is more cost-effective than new client acquisition
✔️ How to build strong relationships with clients from the very first interaction
✔️ The importance of taking detailed notes and remembering personal details
✔️ Proven methods for keeping clients engaged year-round
✔️ How to navigate OEP and AEP like a pro
✔️ The power of social media and client appreciation events

🔔 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more actionable Medicare sales tips!
💬 How do you retain your clients? Drop your strategies in the comments!

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#MedicareSales #ClientRetention #InsuranceSales #MedicareAgents #ResidualIncome #MedicareMarketing

 

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