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Upper Room At Legacy
34 minutes | Oct 12, 2020
AEP Agent Tips - Medicare's Bonanza
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!
44 minutes | Aug 31, 2020
Interview With Anthony Bahr
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!
46 minutes | Jul 7, 2020
Alan Hotchkiss - CMO Jack Schroeder & Associates
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
29 minutes | Jun 15, 2020
Medicare Marketing - Working With Dental Offices
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!
18 minutes | Jun 9, 2020
It's June- Things Medicare Insurance Agents Should Be Doing
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.
61 minutes | May 18, 2020
Interview With Coach Rabu
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!
27 minutes | May 4, 2020
Outcomes Vs Being Outwardly Focused
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
50 minutes | Apr 27, 2020
Top Ten Truths Learned While On Lockdown
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!
59 minutes | Apr 20, 2020
Phases of Business & Work-Life Harmony
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!
30 minutes | Apr 13, 2020
Interview With Kyna Leyva- Partner With CCK Strategies
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.
29 minutes | Apr 6, 2020
Learning From These Times
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.
22 minutes | Mar 9, 2020
Imitation Is A Form Of Flattery
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.
37 minutes | Mar 2, 2020
Anxiety In Business
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!
25 minutes | Feb 24, 2020
Selfishness Is A Curse Of Success
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.
17 minutes | Feb 17, 2020
Weighing In On "Medicare For All"
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.
22 minutes | Feb 10, 2020
You've Already Broken Your New Year's Resolution
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!
21 minutes | Feb 3, 2020
Eat Your Lima Beans First
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
23 minutes | Jan 27, 2020
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... 1. Build repetition into your process 2. See that YOU have value within yourself 3. Include a personal reward system for celebrating your successes. Be confident & have a great week!
5 minutes | Jan 24, 2020
Listener Feedback and Advice
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.
22 minutes | Jan 20, 2020
Reflecting on AEP Success
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!
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