Upper Room At Legacy

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.

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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.  

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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!

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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.  

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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.