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!
31 Aug 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!
7 Jul 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 (http://www.jsaonline.com)
www.legacyinsuranceadvisors.com
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Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
36 ratings
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