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...
Latest episodes
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29 min
How Not To Suck At AEP: Stop Losing Your Clients
Writing more AEP sales doesn’t mean your Medicare book is growing—if you’re losing clients while gaining new ones, you’re just running in place.In this episode, Raul Gonzalez and E…
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28 min
How Not To Suck At AEP: Rookie Mistakes To Avoid
Most 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…
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34 min
AEP Preparation: The 4 Client Buckets Every Agent Needs
AEP 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…
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16 min
Medicare GLP-1 Bridge Program Explained
Medicare 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 act…
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27 min
Ask These Questions Before Enrolling
Giving 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 Medic…
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29 min
AEP Prep Starts Now
AEP 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 cer…
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44 min
What The Industry Might Be Missing
Robert 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 agent…
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22 min
Follow-Up Strategies Top Agents Use
Join 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…
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28 min
Building A New Career and Betting on Yourself
In 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 stra…
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32 min
Not All Uplines Are Created Equal
In 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…
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34 min
What Makes A Good Upline?
In 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…
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31 min
Medicare Isn’t a Seasonal Business
What 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 a…
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36 min
Growing Your Book Through Retention and Relationships
Production 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 strate…
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36 min
Mistakes That Lead to Lifetime Penalties
Learn 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 be…
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41 min
We're Back
After 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 agen…
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31 min
Go All In This AEP
This 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 pl…
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29 min
What's The Move? Part 4
In 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…
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28 min
What's The Move? Part 3
In 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 ho…
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28 min
What's The Move? Part 2
On 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…
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32 min
What's The Move?
In this episode of 'What's The Move?', your hosts dive into hypothetical scenarios that every Medicare agent might encounter. They discuss the complexities and ethical consideratio…