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.
14episodes
Episodes
Newest firstAll episodes
What The Industry Might Be Missing
6d ago00:43:46Tap 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
1w ago00:22:01Tap 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
3w ago00:27:52Tap 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
4w 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?
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.
Transcribe →Medicare Isn’t a Seasonal Business
May 1200:31:24Tap 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!
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