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.
The "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 → dallas.keithley@medicaresalesplaybook.com
FREE MSP Cross-Selling Sheet: Email Dallas with subject "Cross-Selling Sheet" → dallas.keithley@medicaresalesplaybook.com
Mentorship with the Kennedys (limited): jen@kennedyws.com
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