Tune In to Sales!

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” for tips and strategies on tackling challenging conversations such as Social Security, IRMAA, and retirement income planning to name a few. Join us with special guest Heather Schreiber, founder and President of HLS Retirement Consulting. Heather is a consultant, speaker, and author focused on helping financial professionals and their clients make more informed decisions. Don’t miss this opportunity to gain actionable information!

TUNE IN, AND LEARN ABOUT:

• Ways to bridge the knowledge gap on complicated topics such as Social Security, IRMAA, and Medicare.
• Questions to consider asking your prospects.
• The art of predicting future risks.
• Resources available to you as a financial professional.

Source: Mitali Sen and Rachel J. Bacon, “World Is Aging Faster Than the United States,” United States Census Bureau,  https://www.census.gov/library/stories/2026/09/an-aging-world.html, (September 3, 2026). 

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” for tips and strategies on growing your reach in underserved communities. Join us with special guest, Ben Green, co-founder of Ready2Retire. Ben is also author of “Building BLK Wealth.” Don’t miss this opportunity to gain actionable information!

TUNE IN, AND LEARN ABOUT:

• Ways to reach and connect with underserved communities.
• Challenges that more significantly impact these communities.
• How to take a holistic approach to assisting prospects.
• Key differentiators to help you stand out with underserved communities.

SPECIAL GUEST:
Ben Green
Co-Founder, Ready2Retire

Ben brings more than 15 years of client-centered experience and consistently prioritizes client satisfaction. He holds a Bachelor’s degree from Morehouse College, an MBA from the University of South Carolina, and a wealth of industry designations.

Insurance professionals: Access actionable business-building tips and strategies with special guest David Denning, co-founder of Jumpstart Go, joining us in the next episode of Legacy Marketing Group’s “Tune In to Sales” podcast. 

TUNE IN, AND LEARN ABOUT:

• Smart strategies for reducing your acquisition costs.
• What agents are doing right—and wrong—on social media.
• Algorithm secrets and how to stand out in the noise. 
• How to leverage social media to generate more leads.

Insurance and financial services professionals: Get sales tips and strategies for today’s buyers from Legacy Distribution Sales Strategist Kevin Meyer in the next episode of the Legacy Marketing Group podcast "Tune In to Sales."

TUNE IN TO FIND OUT:

• What’s working today—and what’s not.
• Results-oriented questions for prospects.
• An overlooked opportunity.
• Strategies to improve your onboarding success.

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” as we discuss an array of exciting sales tips and tools with popular economist, author, speaker, and retirement expert Tom Hegna. 

TUNE IN AND LEARN ABOUT: 

• How to sell with science. 
• The importance of storytelling.
• Tips on speaking to prospects and what to avoid.
• Strategies for overcoming objections.

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature Paychecks and Playchecks retirement approach, helping seniors retire the “optimal” way. 

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” as we discuss hosting educational seminars and how to make them successful. Mike Terrio, founder and president of Motiv8 Advisors, shares his approach to engaging prospects, building relationships, and standing out among the competition with a thoughtful approach to educational seminars.

TUNE IN, AND LEARN HOW TO:

• Host a successful seminar from start to finish.
• Read the room.
• Control the conversation.
• Choose trending topics.
• Sell the dream, not just a product.

Mike Terrio is a fiduciary financial advisor, Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and the founder of The Terrio Group and Motiv8 Advisors. Mike is an active, multimillion-dollar Producer and business coach helping financial professionals nationwide. Through his proprietary frameworks and coaching programs, he empowers individuals and firms to scale efficiently, enhance client outcomes, and transition from income earners to business owners without sacrificing work-life balance.

Listen to the next installment of the Legacy Marketing Group® podcast series “Tune In to Sales” as we expand on our prior discussion on women in the insurance industry. Cathy Mendell, President of Theia Financial, shares her thoughtful approach to engaging prospects with an emphasis on female clients and addressing their unique life experiences and concerns while taking a holistic approach to their retirement needs.

TUNE IN, AND LEARN HOW TO:

• Address specific concerns of female prospects.
• Position lifetime income as part of a comprehensive retirement plan.
• Shift your mindset in the way you view female prospects and couples.

SPECIAL GUEST:

Cathy Mendell
President, 
Theia Financial, Inc.  

Cathy Mendell is the Founder and President of Theia Financial, Inc, and the LIFT Advisor Network. Lift specializes in retirement income planning for the Accomplished Woman. Cathy teaches how to focus on decumulation—transforming savings into sustainable income—through a holistic approach that encompasses all financial domains. LIFT provides advisors with proven frameworks, ongoing education, and collaborative support to deliver clarity, confidence, and better retirement outcomes.

*Link to Cerulli Study: https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” as Marti McLeish, Legacy’s National Sales Leader, shares her insights on being a women in the insurance industry and how to thrive in a traditionally male-dominated field.

TUNE IN, AND LEARN ABOUT:

• Unique challenges and opportunities for women within the insurance industry.
• The importance of mentors.
• Opportunities for transitioning from service roles to sales roles.

Marti McLeish leads the Legacy’s national sales strategy, overseeing internal sales professionals and building strong partnerships with IMOs and distribution partners. With more than 20 years in financial services, Marti brings a dynamic perspective shaped by her work in the IMO space and personal production as an independent agent.

Cerulli Study: https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” for a candid discussion with Sheryl J. Moore, President and CEO of Moore Market Intelligence, on the state of annuities and common sense tips on positioning FIAs in your practice.

TUNE IN, AND LEARN ABOUT:

• FIA forecasting.
• Ways to simplify the annuity discussion with prospects.
• A simple third-party resource to assist in your sales.

Recognized as a leading advocate of fixed indexed annuities, Sheryl has been featured in countless interviews and has spoken at numerous industry events. Sheryl is a leading resource of annuity and life insurance news and data.

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales,” for an educational conversation between John Terry and Chris Carnes, CEO of Clear Broadcast Integrations. They discuss tips and tricks to start your new podcasting journey or enhance your existing podcasts, along with covering the benefits for you and your business. 

TUNE IN, AND LEARN HOW TO:

• Make content that builds trust over time.
• Establish a niche and be seen.
• Select the best format for your podcast.
• Identify the equipment and tools that you’ll need.
• Improve your viewers’ experiences with your podcast.

SPECIAL GUEST:

Chris Carnes
CEO, Clear Broadcast Integrations LLC

With a background in operations and systems engineering including work at NBC and NewsMax Chris has created his own company, Clear Broadcast Integrations LLC specializing in the design and construction of studios for broadcast and podcast production

The opinions expressed on this podcast do not necessarily reflect the views of Legacy Marketing Group. This podcast is for informational purposes only and should not be construed as offering tax, legal, or investment advice.

The guest featured on this episode is not affiliated with Legacy Marketing Group in any capacity. Legacy makesno representations or warranties regarding the guest’s products, services, or claims.