Upper Room At Legacy: Recent Episodes
Upper Room At Legacy
Welcome to the Upper Room At Legacy, hosted by Jason Van Valkenburg, Russell Scott and Melissa Hanes. On this raw and honest podcast you'll enjoy education, motivation and professional development from entrepreneurs with proven successful track records in senior market insurance sales, business consulting and agency building.
About our company: Legacy Insurance Advisors (www.legacyinsuranceadvisors.com) is an FMO based out of Tulsa, OK. Over the past decade LIA has established itself as a top-producing sales leader in the Medicare and senior market insurance space. LIA's success is credited to one main thing and that is the experience, dedication and strength of it's agents.
We sincerely hope you enjoy listening to our show and hope you are able to take something away from each episode to help sharpen your skills in business.
The time is nigh. Jason and Russ take a few minutes to reflect on tips for agents working this AEP. This is our 13th AEP...we know a thing or two 'cuz we've seen a thing or two.
In this episode we give you a few simple tips surrounding
- Preselling best practices
- Referrals and compliantly working them
- Replacing your appointments
- Defining an appointment-by-appointment "agenda"
- Rolling with your MVP's
Happy Selling! If you enjoy our show please drop us a review and a 5 star rating! Thank you!
Hey everyone!
It's been a busy several weeks with AEP preparation in full swing- expanding our Walmart store territories, getting our agents certified with all the carriers, learning about new plan changes, training new comers and yes, still selling lots of policies as an agency. But we carved out some time to drop some episodes in the midst of it all! In today's episode Anthony Bahr, Central Vice President of Sales with Jack Shroeder and Associates sits down to discuss today's industry trends, why he loves working with brokers and JSA's take it or leave it approach in recruiting new agents.
Thanks for listening! We hope you enjoy!
Today's episode is an unplanned sit down with Alan Hotchkiss of JSA. He was in town shooting video for our agency and agents and we decided to hit the record button and discuss JSA's commitment to working with agents as well as the pursuit of engaging in the senior market with digital platforms.
Enjoy!
www.jsaonline.com
www.legacyinsuranceadvisors.com
Hey Podcast!
Today we go into the weeds a bit and give some marketing tips around working with Dental Providers. This is an untapped opportunity by and large and we are harvesting lots of leads from using these exact steps that we line out in today's episode. We hope you enjoy the show! If you like what you hear please give us a rate and review. Thanks!
Hey Podcast!
Summer time is the preheat setting for AEP. Believe it or not with all the disruption to our normal routines we are now in full swing to prepare for the 2021 selling season. In this episode we talk about the plans agents should be making and the behaviors we should all be putting on display to get the most out of this upcoming AEP.
Thanks for listening! We hope it helps you. Reach out to us if you have questions or suggestions for our show.
Hey everyone!
Today we have special guest Rabu (That's Ya Boi!) Leyva- Booker T Washington's Head Women's Varsity Basketball Coach. In it we discuss his passion for reaching kids, coaching philosophies and the parallels in leading in business.
If you like what you hear please give us a rate and review. Also, please connect with us on our pages on Facebook and IG and reach out with any comments or questions.
Thanks for listening!
What's up podcast! In this episode we discuss how we've learned to shift our mindset over the course of the last 13 years in business to being outwardly focused in comparison to obsessing over specific outcomes and performances.
Thanks for listening!
If you like what you hear please give us a rate and review!
*We do not own the rights to the music
What's up everyone!
Hope you are all doing well! As America gets ready to open back up and the nationwide lockdown restrictions begin to ease we have put together a top ten list about truths and lessons we've learned over the past month. If you like our show please give us a rate and review. Thanks for listening!
Hey podcast!
Today's episode is round two with Kyna Leyva from CCK. In this episode we discuss properly strategizing throughout the different phases of business and promoting healthy work-life harmony.
If you like what you hear please hit the subscribe button and give us a rate and review.
Thanks for listening!
Hi everyone! Today we sit down with Kyna Leyva with CCK Strategies. In it she talks about the importance of relying on your own confidence and displaying your authentic self in business. We love putting successful women on a pedestal and Kyna deserves the spotlight for her optimism and desire to deliver excellence in every area and every person she impacts. If you like what you hear please subscribe and give us a rate and review.
Hey everyone,
We hope you and your loved ones are heathy and safe. It's certainly an unprecedented time in our history. The last few weeks have been filled with anxiety, concern and fear. These times often reveal a lot about ourselves, our businesses, our plans and our strength. What can be learned from these times? In this episode Jason and I discuss the importance of taking stock of what you're doing right, what you're doing wrong and how critical it is that you know how to do some things differently the next time. Be safe and thanks for listening.
Hey podcast!
Are you a creator or a parasite? In today's episode we discuss a little about succeeding in our local market and how it brings copy cats around. Our competitors think its superficial advantages that lead to our success and stability as an agency and we've seen them make moves to use similar lipstick. Don't be a parasite. Know how to imitate the right processes and behaviors but don't steal other people's creative as if it's your own.
What's up everyone!
Today's episode discusses the challenge that many face with anxiety in their business. In it we encourage you to take your focus off of what you can't control and how redirecting it to processes that drive you in a positive direction will help you achieve success and happiness.
P.S. we apologize for the minute or so of slight disruption with the static attack near the end.
If you like what you hear please give us a rate and review!
Thanks for listening!
Hey Podcast!
In today's episode Jason, Russ & Melissa discuss how selfishness destroys relationships in business and ultimately leads to the destruction of any so-called leader. If your aim is to leave people in better shape that what you found them in you're pointed toward success. The old saying is true- The secret to getting what you want is to simply help enough people get what they want. Don't be selfish.
Hey everyone! "Medicare For All" is a big topic these days and everyone has an opinion. We figured we ought to weigh in a little on the subject since we actually deal with Medicare day in and day out. So since we work in the Medicare space and we also throw together a podcast you can consider us the definitive authority on the subject :P
Please hit the sub button and if you like our podcast please give us a rate and review.
What's up everyone! Yes, you have. Just admit it. Whatever arbitrary goal you set out to accomplish at the first of the year has already been compromised. But that's ok. Commit now to a new process and introduce a level of accountability in your life and you'll be back on track. It's only February.
Thanks for listening!
Hello Podcast! We all have stuff in our lives and in business that demand to be done and we hate doing it. These things often pile up on us and end up stealing a lot more of our time. Today we discuss the importance of tackling these things up front in order to create more time and space for doing the things you enjoy doing.
For more info on our agency please visit
www.legacyinsuranceadvisors.com
What's going on podcast! Today we have a chat on the importance of being confident. Think of the things you'd like to achieve in life and realize that you haven't simply because you lack the confidence to attempt it...
- Build repetition into your process
- See that YOU have value within yourself
- Include a personal reward system for celebrating your successes.
Be confident & have a great week!
Hi everyone! Our podcast has been out for a few months now and we've received some feedback (we love hearing from you all BTW). This is a quickie that we wanted to put out to address a common theme that is apparent in several pieces of feedback that we've read or heard. Rome wasn't built in a day. Progress and improvement manifests over time as long as consistent dedicated application exists. Keep calm and Train On.
What's up podcast! Executing a large scale campaign like AEP always leads to some R&R to close out another successful year. Yes, many of us go into hibernation mid-December and emerge some time in January. In today's episode Russ and Melissa reflect on some of the things that made this past AEP such a success for all of our agents. Hit the subscribe button for regular episode updates! Thanks for listening!
Happy New Year! 2020 is set to be another awesome year here at Legacy. We've taken a bit of a break from the routine pod drops but we're planning on getting back into a regular schedule soon. Thank you for listening! We hope you are encouraged and uplifted by our show. Here's a quick release to get things rolling.
Hey Podcast!
It's been about a month since our last release. We've been a tad bit busy being that it's AEP and all. We've been writing lots of business and have had zero time to be all together at the office to record. I was inspired to release this quick raw take on the heels of a couple of conversations I had in the last week with agents. If you're in the business hopefully this helps you. If you're not in the business lets change that. Go get your license and give us a shout. We'll get you plugged in and closing business.
Take care and thanks for listening!
Hey everyone!
So, yeah, we've been kinda busy with the lead up to AEP, training agents, getting our agency's marketing stuff for the fall all lined out.
But we wanted to put an episode out. This fall we'll be less consistent than we've been due to the chaos of the selling season. But we promise we're not going away!
Today's episode is all about competition. Healthy vs. unhealthy and why you gotta be at least one of those :)
Have a great Monday!
Happy Friday everyone!
Today's episode is about cross selling- or better yet conviction selling or cross solutions.... Whatever you decide to call it just make sure you're doing it. In this episode we talk about the disservice agents do to their clients by not offering other products to fill in gaps and meet other needs. We also want to challenge you to not even consider calling your new clients "clients" until you've at least attempted to uncover and reveal other needs that have had product solutions offered against.
What's up podcast people!
Today's episode is about another word that is tossed around and used by many people and it's absolutely deadly. Jason and I have a discussion over the use of this word and encourage you to change your mindset. Life's not fair but you CAN do hard things. It's worth it.
Thanks for listening!
If you like what you hear please give us a rate and review!
Hey everyone!
Yes, we actually do run a real business and unfortunately sometimes our regularly scheduled podcast recordings get bumped for more important things like training new agents and getting them prepared to have a successful AEP.
That being said- the show must go on. Today's episode is a short clip from the current training class where some nuanced info specifically surrounding Medicare beneficiaries who have VA and enrolling them into MA plans. There's more to it all than meets the eye and what you might have understood.
Enjoy!
Russ
What' up podcast!
Things are heating up! It's September and every day that goes by is a day closer to the bonanza called AEP. Today's episode is some raw audio from a side bar conversation that took place between me and a new agent (shout out to Amanda!). In it we discuss the edge we give agents who work with Legacy by being a source of knowledge and experience, closing Medicare business and how being nothing more than a professional prospector is the ultimate game one plays in this business and how winning that game leads to winning in insurance sales.
Thanks for listening! If you like what you hear please give us a rate and review and consider sharing our podcast with those who you think might benefit from it.
Have an awesome day!
-Russ
What's up podcast! Hope everyone had a great Labor Day! In today's episode we decided to change things up and sit down with Shannon Hare and discuss the value that real estate agents bring to the home buying and selling processes. Technology has helped bring information to consumers faster and easier but with the convenience comes confusion and misinformation. Agents are still relevant and they do more than what one might see on the surface.
If you'd like to work with an awesome experienced real estate agent contact Shannon Hare.
918-639-8440
wild.hare0923@gmail.com
We hope you enjoy today's episode!
Hey everyone! If you don't know who you are you'll never really know what you want. In today's episode Jason and I discuss our thoughts on choosing a career. Many people who aren't quite sure who they are feel pressured to pursue paths and directions in life that they aren't made for. Truly knowing yourself is the first step in the process of moving toward a long lasting and fulfilling career.
Thank you for listening to our show. If you like what you hear please give us a rate and review!
Hey Podcast!
There are words and phrases that seem to be universally accepted in popular culture that have crept into the business world and can have devastating impacts on success. Today's word is insidious and you might even have a positive connection to it. In this episode we explore our belief that this word is deadly to commitment, effort and long term success.
Thank you so much for listening to our podcast! If you like what you hear please give us a rate and review!
Hey Podcast! In today's episode we talk about life insurance and the misconception of it's many uses. The government wants you to know more about qualified money not tax advantage strategies to save money. That's why they're not talking about this. There are many more uses for life insurance that go way beyond a death benefit in exchange for a premium. More people need to be made aware of it because it can be a tool for nearly everyone.
If you like today's episode let us know by giving us a rate or a review!
Thanks for listening.
www.legacyinsuranceadvisors.com
What's up Podcast!
In today's episode we decided to veer away from our norm and wanted to bring you some actual audio that Melissa and I captured while working a Medicare booth at a recent health fair. This raw audio will give you a look at how we engage people coming up to our booth and will hopefully inspire and motivate you to step up your game, learn what questions to ask and how to stay in control and walk away with more leads the next time you participate in a similar type of event.
If you like what you hear please hit the subscribe button and give us a rate and review. Thanks for listening!
What's up everyone!
Today's episode is a discussion over a topic that is important in any sales situation- being listened to versus being heard. It's often argued that the greatest sales people are the greatest communicators and the message that you're delivering is only half the battle. It's not always what you say but how you're saying it that makes the difference.
Thanks for listening and sharing! If you like what you hear please hit the subscribe button and give us a rate and review.
What's up Podcast!
Today's episode is a discussion on prospecting and the importance of having an appropriate "elevator speech" when the opportunity comes to give it.
Thank you so much for listening and if you like what you hear please hit the subscribe button and give us a rate and review!
You get what you choose. Choose to start the day present. The tone for the day is set by how to start your day. Be mindful of what matters.
If you like what you hear please give us a rate and review!
Thanks!
Hey everyone!
Here's a short piece of advise about finishing the day the right way with the right perspective that came about while Jason and I were visiting Chicago. Being in the moment throughout the day but especially when finishing the day is not only key to healthy balance in life but also key to setting up your tomorrow. Thanks for listening and please rate and review if you like what you hear!
What's up Podcast!
Are you a 6th tool player when it comes to life or business? Mental toughness and self awareness are essential to success. As we wind down our trip to Chicago, Jason and I discuss the 6th tool and it's importance in having clarity in all situations you face personally and professionally.
As always if you like our show please give us a rate and review.
Thanks for listening!
Hey Everyone!
Jason and I are in Chicago on business for the next few days but as always we wanted to get our Friday release done. In this episode we talk more about handling opportunities and what to do when things don't pan out exactly as you had hoped.
As always thank you for listening and if you like what you hear please share us with your friends and give us a rate and review!
What's up podcast!
Today's episode was inspired by a recent appointment that shined a light on the absolute treasure trove of sales potential with people who are about to approach their retirement.
There are 5 main pillars agents should consider with this population. Listen as I share some off-the-cuff thoughts about the importance of being a good detective and being well-versed in these 5 areas.
-Russ
As always if you like what you hear please hit the subscribe button and give us a rate and review. Thanks for listening and sharing our show!
Good Monday to you all!
There are 71 days until AEP arrives. Why are you just sitting there? Do you expect business to just fall in your lap? For those of you who don't you must be out marketing as much as we are this summer. In this episode Russ and Melissa talk about getting out in the community. In order to have a successful day you must have three things:
1. A Plan
2. A Story to Tell
3. A Sense of Pride in Your Messaging
Get out there today and make it happen. Regardless of whether you succeed or you fail one thing is certain- you get what you choose.
If today's episode helped you in any way please share it with someone else who needs to hear what we have to say.
Thanks!
Hey Podcast!
A big issue in management and leadership is discerning between when to let someone go and when to give someone a second chance...or a third or an eighth chance for that matter. In this episode we discuss the complexities when dealing with this challenge and offer tips on how to handle these difficult situations.
Thanks for listening and if you like what you hear please give us a rate and review!
Hey Podcast!
In today's episode Russ and Melissa have a conversation about the importance of knowing your rights and options regarding contract releases. So many agents are kept in the dark when it comes to this subject and today we shine some light on the truth. As we often say 'your upline matters'. It also matters for you to know how to break up and move on if that time ever comes.
If you like what you hear please give us a rate and review!
Thanks!
What's up podcast!
Today's episode is all about money problems that seem to plague insurance agents. In it we talk about how people view a dollar, the expectations that are sold to insurance agents and how money makes us more of what we already are.
Thanks for listening! Have an awesome week!
What's up Podcast!
No one goes into business with a plan to fail. But few people even know to execute simple concrete things in the beginning to provide a healthy foundation that will support future financial success and growth. In this episode Jason explains some simple yet important concepts that everyone who is in business for themselves must consider doing when venturing out day one.
If you like what you hear let us know by giving us a rate and review!
What's up everyone!
Today's episode is a discussion over the pros and cons of being a captive and independent agent opportunities. Both options have their place. Both are viable. The important thing is know WHO you're getting into business with and whether or not they are really worth following.
Let us know what you think! We'd love for you to give us a rate and review! Thanks for listening!
What's up everyone!
How much grace are you extending in situations where people make mistakes? The answer to that question matters as much in business as it does in our personal lives. We want to encourage you to have this on your mind today as you start the week.
If you like what you hear please hit the subscribe button and give us a rate and review! Thanks!
Stop focusing so much on feelings.
Change your perspective.
Stop dwelling. Stop wishing.
Start developing. Start working.
Embrace the suck.
Hey Podcast!
Does your employer encourage you to work from home all the time, rarely ever call you in for meetings and pay for regular professional house cleaning as an employee benefit? No? Well you must not work for Cirrus Payroll. In today's episode Tyler Winn, President of Cirrus Payroll talks about how he started his company and why staying true to his niche model from the beginning was key to his success.
For more info on Cirrus Payroll visit www.cirruspayroll.com
What up Podcast!
We're less than 100 days out from AEP. AHIP and product certifications are out and now's the time to get it done! Today's episode offers our thoughts on what uplines are really focused on as well as tips for individual agents on how you can properly prepare and have a successful fall.
Happy Friday Podcast!
Today's episode is another raw mic roll of some afterthoughts that led us further down the path of our discussion about GA's in the senior market insurance world. The takeaway is that embracing community can have longer term positive ROI and how one should submit to it even when your own ego is telling you to go solo and achieve something for yourself- by yourself. We hope you enjoy the conversation.
If you haven't please subscribe and give us a rate and review if we bring any value to you and your day!
Have a great weekend!
What's up Podcast!
Are you looking to get into insurance? Have you been in the business for a while and now wonder if you're ready to advance yourself? Are you even aware of the limitations of upward mobility in insurance sales? Today we discuss what a General Agent really is and does and how a person can help other people thrive in their careers in insurance.
If you like our episode please subscribe and give us a rate and review!
What's up podcast! Hope you all had a happy 4th of July. We took it easy as well and didn't do our normal thing to prep for today's episode. So instead we decided to throw together a mashed up 6 minutes of a conversation between Russ & Janet. We interviewed Janet a couple weeks ago and kept the mics rolling afterwards and thought it would be cool to give everyone a little inside look at what it's like working here. We discuss a little bit more about her impact here at LIA and talk a little shop about cross selling and my idea about documenting our AEP. If you like it let us know!
What's up Podcast!
Doing the right thing in business as well as in life isn't always easy. In fact, there are many different ways to carry out what we in the moment feel is a just act that aren't executed properly. It's important that we learn how to determine the differences in responses to correcting wrongs when we come across them. Do the right thing. Don't take the bait.
We'd love it if you'd give our podcast a 5 star rate and review!
Thanks for listening we hope you enjoy!
What's up Podcast!
In today's episode we dive into the subject of opportunities. Business owners and professionals are always talking about opportunities they have or don't have. Opportunities they want or wish they had taken. But it's important to discern between real opportunities that are meant to be seized and distractions that are to be avoided. Listen to our thoughts on how we deal with opportunities and learn the importance of putting them through the filter of your own business plan.
Have an awesome day!
Hello Monday!
In today's episode we shine the light on yet another Legacy agent- Janet Phipps. In it we discuss how Janet got into the insurance business, made the jump from employee to self-employed, and how having her eyes opened to senior market insurance and Medicare plan sales specifically has changed the course of her career and enriched her family life.
If you haven't done so please hit the subscribe button and give us a rate and review. Have an awesome week!
Viva Las Vegas!
Okay... So we took a few days off and flew out to Vegas for some R&R but of course we had to record while we were there. Jason and I tried to get our wives to join us on a podcast that we've had the idea to do but they thought hanging out by the pool was better for them. Perhaps it was. Well I guess you could say we scraped this together for you. Let us know what you think! If you like what your hear please hit the subscribe button and give us a rate and review!
Hey Podcast!
In today's episode we compare and contrast the pros and cons of both seasoned agents and younger agents in senior market insurance. Both have strengths and weaknesses. Understanding how to press into your strengths is key no matter your age and experience.
If you like what you hear please subscribe and give us a rate and review!
What's up podcasters!
Today's episode is a little bit about a woman's perspective in business. Melissa talks about strengths and weaknesses and gives some practical advice to women who might struggle to carry the right mindset and attitude for working in what is still often perceived as a man's world of business.
Let us know if you like our show by giving us a rate and review!
Good Friday to you, Podcast!
Today is an agent spotlight episode where Aaron Pepin, a Legacy agent and Legacy Wealth Management advisor (www.legacywealth.us).
In this episode Aaron talks about the last 15 years as a financial advisor with one of Oklahoma's largest companies, life changes at 40 years old and his decision to step out and begin his own practice with Legacy.
If you like our show please hit the subscribe button and give us a rate and review!
What's up Podcasters!
Today's episode is definitely in the weeds in our world of senior market insurance. Agents are constantly bombarded by sales propaganda from insurance carriers and uplines. One common theme is cross-selling. Unfortunately it's rare that we're ever taught how. Listen as we explore this subject and give you a couple of pieces of tactical advice to help you cross sell when writing Medicare Advantage plans.
As always if you like what you hear please subscribe and give us a rate and review. Thanks!
Hi everyone!
Today's episode is a conversation about seeking advice and the importance of vetting the voices we allow to influence our lives.
If you like our show please hit the subscribe button and give us a rate and review. We love to hear from you!
Good Thursday to you, Podcast!
What we focus on in life really does matter. Most of us have something we over-emphasize and the weight it adds to outcomes is a lot heavier in our minds then it is in reality. We all have poles in our lives. Stop focusing on the poles.
Please subscribe if you like our show. Please give us 5 stars if we've earned them.
Hit us up on facebook at www.facebook.com/upperroomatlegacy
Hey everybody!
It's Tuesday so we're gonna jump into some useful tactics for all of you Medicare insurance brokers today. Melissa and Russ discuss three common myths about MAPD's and how to saturate the conversation with easy-to-understand truth when you face these myths in the field. If you like our podcast please subscribe and give us a review.
Thanks!
What's up podcast!
We decided to dive a little deeper into the topic of referral generating today. If you're in sales then you know the feeling you get when you receive a referral. This episode helps break down the two main types of clientele we all have and offers some philosophy on panning for gold in your book of business.
If you enjoy our podcast it would mean everything to us if you'll leave a rate and a review. Thanks!
Hey everyone!
The title of today's episode says it all. Do you ever wonder if you're sense of entitlement impacts your ability to face and overcome adversity in life or in business? We should all take time to audit this in our lives from time to time.
If you like our podcast please consider subscribing, giving us a rate and review. Thanks!
Hey everyone! Today we wanted to give you the opportunity to hear from a rising star at Legacy Insurance Advisors- Toni Buffington. In this episode Toni shares about her humble upbringing, becoming a Dallas Cowboy cheerleader and finding her new passion in senior market insurance. This month marks her one-year anniversary with us! We hope you enjoy! P.S. Enjoy the rain too :)
Please subscribe and give us a rate and review if you get value from our podcast!
"Yeah, I gave her a stack of my cards to hand out."
-The Easy Agent
Hey everybody!
We talk about easy agents and good agents quite a bit. Referral-generating draws a line in the sand when it comes to being easy or being good. Today's episode is a challenge to you to bring more value to your business and to your clients when asking for referrals. If this episode helps you be better please consider giving us a rate or a review of our pod! It will mean a lot to us! Enjoy!
Hope you're Friday is going well so far!
In today's episode Paul Givens, friend of the show and media consultant, joins us to give his thoughts on risk taking, the pursuit of happiness and chasing what you love to do. Hope you enjoy!
Please subscribe to our show! Also, a rate and review means so much to us! Thanks!
Hey everyone!
The ability to manage a crisis during bad times in the life of your business is key to long term success. In this 4th and final episode in our series over leadership we dive in to important tactics to consider in being prepared for and ultimately capitalizing on a crisis.
Please remember to rate and review our podcast. We appreciate so much. If you like what we're putting out please subscribe for regular updates.
Hey Podcast! Jason and I are enjoying this little series over leadership. This episode asks a provocative question that all leaders and future leaders should ask themselves and the people they lead. You can work hard to be right or work hard to be rich. You get what you choose. Thank you and please subscribe for regular updates!
What's up podcast! This is the second episode in a short series over leadership that Jason and Russ sat down to do. The goal with this series is to pick a handful of topics regarding leadership and our philosophies that we put into practice every day with agents and employees at Legacy Insurance Advisors. Today we talk about how to stay true to the mission that you and your team have set out to accomplish while remaining mindful of the fact that you're working with people and they deserve to be treated as such. Thanks for listening!
Hello podcast! Jason and I decided to put a short series together on leadership to give you a sense of some of our philosophies and approaches in working with people and building a company. This episode discusses a leader's self awareness and practical applications in properly delegating tasks and being able to focus on your strengths.
Please consider subscribing and rating/reviewing our podcast. It means a lot to us! -Russ
Good Morning Podcast!
Today's episode is full of thoughts and considerations for the new agent who is getting ready to step into the business. If you are on the cusp of breaking into the insurance business or if you ever desired a reset- this episode is for you.
Hope you enjoy! Comment with your thoughts! Please rate and review!
www.facebook.com/UpperRoomAtLegacy
Good Morning Podcast!
In this episode we discuss the difference that it makes in agents and in agencies when agents are truly poured into. It's amazing how easy it actually is to get into the senior market insurance business. The reality is it's difficult to stay in it and build a long-lasting meaningful career. We tackle this subject and describe what we believe is Legacy Insurance Advisors' edge in how we approach agent relationships, training and support.
Please let us know what you think of today's episode! We love hearing from you.
What's up podcast!
Today's episode is the who, what, where, when and why of Legacy Insurance Advisors and the home office leadership team. Russ & Jason reminisce on how they met and worked together and eventually launched LIA in 2010. Melissa talks about her path in insurance as an agent then as a broker manager for a major Medicare Advantage carrier and how it ultimately led her back to the field and why Legacy Insurance Advisors was the only agency she would ever consider working with.
Thanks for listening!
What's up everyone!
This episode title is a often uttered phrase around our office. We are big on accountability and look for every opportunity to suffocate a person's victim mentality when it crops up.
You get what you choose is a mantra that we hope you accept for yourself. It can ignite a flame of personal responsibility in every facet of your business and lead you to take more action and be more decisive which points to higher levels of productivity.
We hope you enjoy!
What's up everyone!
Melissa Hanes has has been well-known by and worked closely with our company for a long time and recently made the leap over to join Legacy Insurance Advisors as an agent and manager. In this episode she reflects on her time at her previous job, the relationships she built and explains her excitement for what the future holds. If you'd like to continue to follow Melissa's journey please subscribe to this podcast. If you like what you hear it'd mean so much to all of us if you'd give us a rate and a review. Thanks for listening!
Hello Podcast! In this episode we talk about patience vs impatience when starting out and building an insurance business. Please rate and review our podcast...and don't forget to subscribe!
We hope you enjoy listening!
What's up everyone! Today we discuss why anyone in insurance sales should consider the Medicare space very seriously.
Focusing on Medicare as the "sun" in your product solar system can transform you from simply being an insurance agent to an EVENT PLANNER. Once you've made a policy holder on the Medicare front you can turn that policy holder into a client by then cross selling any other product that orbits their Medicare- life insurance, LTC, HIP, annuities, etc. This is a major event that everyone in every demographic has to make a decision on. They're simply looking for good, honest people to help guide them to make the decision.
Please check out our websites and other socials. Please rate and subscribe to our show! We hope you have a fantastic day.
Thank you for listening!
Hi podcast! This episode is an honest discussion regarding the realities of how insurance agencies and FMO's recruit agents in the senior market.
Audit who you're in business with. Are they keeping up with their end of the deal? If you could see where you are in your business today would you still have signed with your current upline?
Think about those questions as we expose a little bit of the truth that is out there and realize for yourself how much your upline matters in your career trajectory.
Thank you for listening!