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.
19episodes
Episodes
Newest firstAll episodes
How Not To Suck At AEP: Rookie Mistakes To Avoid
6d ago00:28:18Tap to summarizeMost Medicare agents don't struggle during AEP because of what happens in October—they struggle because of what they didn't do in July and August. In this episode of Medicare Agent IQ, Raul Gonzalez and Oscar Ibieta break down the biggest rookie mistakes that can derail your AEP before it even starts. Whether you're a brand-new Medicare agent or a veteran looking for a stronger enrollment season, this episode is packed with practical strategies you can put to work today.You'll learn:• Why certifications should never wait until the last minute• How carrier rollouts can help you build a winning AEP strategy• Why grassroots marketing still works (despite what social media says)• How to prepare before AEP instead of reacting during it• Why every agent needs a daily plan and calendar• The simple habits that separate top-producing agents from everyone else
Transcribe →AEP Preparation: The 4 Client Buckets Every Agent Needs
2w ago00:34:08Tap to summarizeAEP success starts long before October! In this episode, Raul and Oscar explain how to organize your clients into four priority buckets, identify at-risk members, improve retention, and prepare your book of business before the Annual Enrollment Period begins.If you want to keep more renewals and make AEP less stressful, this episode gives you a practical framework you can start using today.
Transcribe →Medicare GLP-1 Bridge Program Explained
3w ago00:15:44Tap to summarizeMedicare agents have been hearing a lot about the new Medicare GLP-1 Bridge Program—but there's also been a lot of confusion.In this episode, Oscar breaks down what the program actually is, who may qualify, and what every agent should know before answering client questions. He explains why this isn't traditional Part D coverage, clears up some of the biggest misconceptions, and discusses where an agent's responsibility begins and ends.
Transcribe →Ask These Questions Before Enrolling
4w ago00:27:09Tap to summarizeGiving the wrong Medicare enrollment advice can have lasting consequences. In this episode, Raul and Oscar break down the questions every agent should ask before recommending Medicare enrollment. They discuss employer coverage, COBRA, retiree plans, HSAs, Marketplace coverage, and the enrollment rules that can help clients avoid costly mistakes and lifetime penalties.
Transcribe →AEP Prep Starts Now
Jun 3000:29:23Tap to summarizeAEP is just around there corner! In this episode, we discuss how agents can start preparing now by reviewing industry changes, planning for upcoming carrier updates, completing certifications early, and creating a strategy for the months ahead. We also share our thoughts on commission changes, new CMS rule updates, and the responsibilities agents have to the clients they serve.
Transcribe →What The Industry Might Be Missing
Jun 2300:43:46Tap to summarizeRobert Davis from Physician's Mutual joins us to discuss the challenges facing today's Medicare Supplement market, why the cheapest plan isn't always the best choice, and how agents can help clients make smarter long-term healthcare decisions. We also explore Innovative Plan G, preventive care benefits, underwriting opportunities, and strategies for building a more diversified insurance business.
Transcribe →Follow-Up Strategies Top Agents Use
Jun 2200:22:01Tap to summarizeJoin us for another episode with Alex Esparza as we break down real-world sales conversations, follow-up strategies, and appointment-setting techniques. Through live role plays, we explore how top agents build trust, handle objections, and guide prospects through the Medicare decision-making process. If you've ever wondered what successful agent conversations sound like, this episode gives you a behind-the-scenes look.
Transcribe →Building A New Career and Betting on Yourself
Jun 900:27:52Tap to summarizeIn this episode, special guest Alex Esparza shares his journey into the Medicare industry and what it took to go all in on building his business. We discuss mindset, follow-up strategies, overcoming fear, and the importance of consistency when growing a long-term Medicare career.
Transcribe →Not All Uplines Are Created Equal
Jun 200:32:01Tap 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?
May 1900:33:36Tap 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.
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