Tracey Heeter Allen joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance in Portland, Oregon, on the Bound & Determined℠ Live in 2025 tour. Tracey reflects on her decision to pivot - in her life and career - when, after processing the way she experienced the pandemic, as well as a health challenge, and a reprioritization of her core values overall, she started the consultancy that she works in today. Thanks for being with me in Portland, Tracey!

Meet Tracey Heeter Allen

After a 30+ year career in the employee benefits field, Tracey made a career pivot to focus on supporting the employee benefits industry as an entrepreneur. When you hire Tracey, you’ll find she’s an empathetic and intuitive partner. Passionate about the customer experience and work-life integration, Tracey brings sage guidance and support to individuals, teams, and employers. In her spare time, Tracey spends time with her teen, her pup Maddy, and her two cats, Bruno and Pink.

RISE: Empowering Women in Insurance™ by Liberty Mutual

Bound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.

Links & Resources Mentioned in This Episode

• Connect with Tracey on LinkedIn
• Learn more about the ways Tracey can support you through The Pivot Project
• This gathering was hosted in the sweet, urban plant shop, Dennis' 7 Dees, located in Portland's Bridgeport Village
• The Bound & Determined℠ Live in 2025 tour has ended. If you'd like to collaborate with Meg to plan a gathering for women in insurance in your community, message Meg here.
• Have a question for Meg? Submit it here and she may answer it on a future episode.

To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.

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