Podcast
Medicare Agent IQ
Hosted by Raul Gonzalez, Oscar Ibieta · EN
Welcome to Medicare Agent IQ, the podcast dedicated to helping you, the Medicare Insurance Agent, boost your success and elevate your career. Hosted by seasoned professionals Raul Gonzalez and Oscar Ibieta, who together have 26 years of combined experience in the Medicare realm, this 30-minute show is your go-to resource for mastering the competitive landscape of the insurance market.
As experts in their field, Raul and Oscar have witnessed firsthand the challenges and triumphs faced by insurance agents. They are committed to sharing their wealth of knowledge and real-world experience to help agents like you achieve your goals and thrive in this fast-paced industry.
Each episode of Medicare Agent IQ delves into a wide range of topics, including sales techniques, marketing strategies, industry updates, and navigating the complex world of Medicare regulations. Raul and Oscar will also invite special guests – top agents, industry leaders, and other professionals – to share their insights and success stories, ensuring you stay ahead of the curve.
Whether you're a seasoned agent looking to sharpen your skills or a newcomer eager to make your mark, Medicare Agent IQ is your essential guide to becoming a standout Medicare Insurance Agent. Tune in and unlock the secrets to achieving the success you deserve.
11episodes
Episodes
Newest firstAll episodes
Not All Uplines Are Created Equal
6d ago00:32:01Tap to summarizeIn Part 2 of our upline conversation, we break down what agents should actually look for when choosing an FMO. We discuss training, technology, compliance support, release policies, and why success in this industry requires more than just getting contracted. Choosing the right partner can make all the difference in your business.
Transcribe →What Makes A Good Upline?
3w ago00:33:36Tap to summarizeIn this episode, we break down what Medicare agents should look for when choosing an FMO or upline. We cover contracts, vesting, release policies, training, carrier access, and the red flags agents should watch out for before partnering with an agency. Choosing the right FMO can have a major impact on your long-term success in the Medicare industry - for better or worse.
Transcribe →Medicare Isn’t a Seasonal Business
4w ago00:31:24Tap to summarizeWhat do you do when it’s not AEP or OEP? In this episode, we break down how to grow your Medicare business year-round. From turning 65 opportunities to special enrollment periods and referral strategies, we cover practical ways to stay busy, build your pipeline, and continue growing your book all year.
Transcribe →Growing Your Book Through Retention and Relationships
May 500:35:39Tap to summarizeProduction gets attention, but retention builds income. In this episode, we talk about why keeping your clients matters more than constantly chasing new ones. From follow-up strategies to simple ways to stay in touch, we break down how strong relationships lead to more renewals, referrals, and long-term success.
Transcribe →Mistakes That Lead to Lifetime Penalties
Apr 2900:36:24Tap to summarizeLearn when clients should enroll in Medicare and how to avoid late enrollment penalties. In this episode, we cover key Medicare enrollment rules, including employer coverage, VA benefits, COBRA, and common mistakes agents make when advising clients. If you want to confidently guide your clients and avoid common Medicare mistakes, this episode is a must-watch.
Transcribe →We're Back
Apr 2900:40:33Tap to summarizeAfter a year and a half, Medicare Agent IQ is back! In this episode, we talk about industry disruption, commission changes, and why there’s still huge opportunity for Medicare agents who stay consistent. We also break down real strategies you can use right now to grow your book of business—even outside of AEP. Perfect for new and experienced Medicare insurance agents looking to stay competitive.
Transcribe →Go All In This AEP
Oct 2, 202400:30:36Tap to summarizeThis week, we break down how to crush it during the Annual Enrollment Period. Get ready to dive into strategies like studying the market inside out, crafting a solid weekly game plan, and scheduling appointments strategically to avoid unnecessary travel. We'll talk about why quick responses to calls, keeping an up-to-date to-do list, and following up can make or break your AEP success. Plus, learn why strong relationships and a tidy CRM are your best friends. Tune in and make sure you're ready to crush this AEP!
Transcribe →What's The Move? Part 4
Sep 18, 202400:29:09Tap to summarizeIn part four of our "What's The Move?" series, we delve into complex Medicare scenarios that agents frequently face. From handling clients whose doctors are dropping their current plans, to explaining the differences between Medicare Advantage, supplements, and Original Medicare in simple terms—this episode covers it all. We also discuss how to ethically manage situations where clients are drawn to plans you don’t usually recommend or even represent. Tune in for practical strategies and insights that will empower you to make informed decisions and maintain strong client relationships.
Transcribe →What's The Move? Part 3
Sep 11, 202400:28:12Tap to summarizeIn this 4th part of our series, "What's The Move?", we tackle pressing questions from the Medicare world. This episode is packed with insights on navigating industry changes and how agents can prioritize client interests over personal gains, even amid fluctuating carrier policies. We discuss the implications of company boycotts, interstate plan transitions, and the intricacies of choosing between Medicare Advantage and Supplement plans. Whether it’s understanding the tactical moves carriers make or advising clients moving across states, this episode is a must-listen for agents committed to client-centered service.
Transcribe →What's The Move? Part 2
Sep 4, 202400:28:06Tap to summarizeOn this week's episode, we continue exploring real-world scenarios that Medicare agents may face in the field. Building on last week's discussion, we tackle more complex questions about enrollment and client situations, providing clear, actionable advice. Whether you're new to the field or a seasoned agent, this episode is filled with practical insights that will help you navigate the challenges of Medicare more effectively.
Transcribe →