Women in the Insurance Industry

The Sales Evolution: Have Your Strategies Kept Pace?

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.

Tom Hegna: Science-Based Selling

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.

Successful Seminars: Reading the Room

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.

Mastering The Art of Selling to Women

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

Women in the Insurance Industry

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