Upper Room At Legacy
81 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 36 ratingsWelcome 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.
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Episodes
AEP Agent Tips - Medicare's Bonanza
October 12, 2020 11:00 - 34 minutes - 47.4 MBThe 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...
Interview With Anthony Bahr
August 31, 2020 10:30 - 43 minutes - 62.7 MBHey 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...
Alan Hotchkiss - CMO Jack Schroeder & Associates
July 07, 2020 18:21 - 45 minutes - 30.7 MBToday'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
Medicare Marketing - Working With Dental Offices
June 15, 2020 11:00 - 28 minutes - 32.8 MBHey 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!
It's June- Things Medicare Insurance Agents Should Be Doing
June 09, 2020 17:49 - 18 minutes - 21.3 MBHey 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.
Interview With Coach Rabu
May 18, 2020 11:00 - 1 hour - 74.3 MBHey 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!
Outcomes Vs Being Outwardly Focused
May 04, 2020 10:00 - 26 minutes - 33.2 MBWhat'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
Top Ten Truths Learned While On Lockdown
April 27, 2020 11:00 - 49 minutes - 60.7 MBWhat'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!
Phases of Business & Work-Life Harmony
April 20, 2020 11:00 - 59 minutes - 71.4 MBHey 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!
Interview With Kyna Leyva- Partner With CCK Strategies
April 13, 2020 11:00 - 30 minutes - 39.4 MBHi 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.
Learning From These Times
April 06, 2020 11:00 - 28 minutes - 36.3 MBHey 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 ...
Imitation Is A Form Of Flattery
March 09, 2020 10:30 - 22 minutes - 28.8 MBHey 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.
Anxiety In Business
March 02, 2020 18:30 - 37 minutes - 46.6 MBWhat'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!
Selfishness Is A Curse Of Success
February 24, 2020 12:00 - 25 minutes - 33.9 MBHey 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.
Weighing In On "Medicare For All"
February 17, 2020 11:30 - 16 minutes - 22.5 MBHey 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.
You've Already Broken Your New Year's Resolution
February 10, 2020 12:30 - 22 minutes - 29 MBWhat'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!
You've Already Broke Your New Year's Resolution
February 10, 2020 12:30 - 22 minutes - 29 MBWhat'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!
Eat Your Lima Beans First
February 03, 2020 11:30 - 21 minutes - 26.8 MBHello 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
Having Confidence
January 27, 2020 12:30 - 23 minutes - 29.9 MBWhat'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!
Listener Feedback and Advice
January 24, 2020 16:30 - 4 minutes - 5.92 MBHi 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.
Reflecting on AEP Success
January 20, 2020 11:30 - 21 minutes - 26.3 MBWhat'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!
Who You Are Is Not What You Do
January 13, 2020 11:00 - 8 minutes - 9.88 MBHappy New Year! 2020 is set to be another awesome year here at Legacy. We've taken a bit of a break from the routine pod drops but we're planning on getting back into a regular schedule soon. Thank you for listening! We hope you are encouraged and uplifted by our show. Here's a quick release to get things rolling.
Legacy In The Raw - Selling MAPD against Med Supp
November 11, 2019 11:00 - 11 minutes - 12.1 MBHey Podcast! It's been about a month since our last release. We've been a tad bit busy being that it's AEP and all. We've been writing lots of business and have had zero time to be all together at the office to record. I was inspired to release this quick raw take on the heels of a couple of conversations I had in the last week with agents. If you're in the business hopefully this helps you. If you're not in the business lets change that. Go get your license and give us a shout. We'l...
Competition
October 07, 2019 11:00 - 26 minutes - 34.7 MBHey everyone! So, yeah, we've been kinda busy with the lead up to AEP, training agents, getting our agency's marketing stuff for the fall all lined out. But we wanted to put an episode out. This fall we'll be less consistent than we've been due to the chaos of the selling season. But we promise we're not going away! Today's episode is all about competition. Healthy vs. unhealthy and why you gotta be at least one of those :) Have a great Monday!
Cross Selling #2
September 13, 2019 11:00 - 25 minutes - 32.6 MBHappy Friday everyone! Today's episode is about cross selling- or better yet conviction selling or cross solutions.... Whatever you decide to call it just make sure you're doing it. In this episode we talk about the disservice agents do to their clients by not offering other products to fill in gaps and meet other needs. We also want to challenge you to not even consider calling your new clients "clients" until you've at least attempted to uncover and reveal other needs that have had pro...
The F Word That Kills Careers
September 11, 2019 11:00 - 16 minutes - 20.7 MBWhat's up podcast people! Today's episode is about another word that is tossed around and used by many people and it's absolutely deadly. Jason and I have a discussion over the use of this word and encourage you to change your mindset. Life's not fair but you CAN do hard things. It's worth it. Thanks for listening! If you like what you hear please give us a rate and review!
Legacy In The Raw #5: Training New Agents & Discussing Selling Medicare Plans To People With VA Benfits
September 09, 2019 11:00 - 7 minutes - 9.25 MBHey everyone! Yes, we actually do run a real business and unfortunately sometimes our regularly scheduled podcast recordings get bumped for more important things like training new agents and getting them prepared to have a successful AEP. That being said- the show must go on. Today's episode is a short clip from the current training class where some nuanced info specifically surrounding Medicare beneficiaries who have VA and enrolling them into MA plans. There's more to it all than me...
Legacy In The Raw #4: Sidebar Real Talk During New Agent Training
September 06, 2019 11:00 - 11 minutes - 13.5 MBWhat' up podcast! Things are heating up! It's September and every day that goes by is a day closer to the bonanza called AEP. Today's episode is some raw audio from a side bar conversation that took place between me and a new agent (shout out to Amanda!). In it we discuss the edge we give agents who work with Legacy by being a source of knowledge and experience, closing Medicare business and how being nothing more than a professional prospector is the ultimate game one plays in this bu...
Interview With Shannon Hare - The Value Of A Real Estate Agent
September 04, 2019 11:00 - 38 minutes - 51.7 MBWhat's up podcast! Hope everyone had a great Labor Day! In today's episode we decided to change things up and sit down with Shannon Hare and discuss the value that real estate agents bring to the home buying and selling processes. Technology has helped bring information to consumers faster and easier but with the convenience comes confusion and misinformation. Agents are still relevant and they do more than what one might see on the surface. If you'd like to work with an awesome exper...
Why People Struggle To Choose A Career
August 30, 2019 11:00 - 50 minutes - 65.8 MBHey everyone! If you don't know who you are you'll never really know what you want. In today's episode Jason and I discuss our thoughts on choosing a career. Many people who aren't quite sure who they are feel pressured to pursue paths and directions in life that they aren't made for. Truly knowing yourself is the first step in the process of moving toward a long lasting and fulfilling career. Thank you for listening to our show. If you like what you hear please give us a rate and re...
Beware The Word That Kills Careers
August 28, 2019 11:00 - 24 minutes - 31.1 MBHey Podcast! There are words and phrases that seem to be universally accepted in popular culture that have crept into the business world and can have devastating impacts on success. Today's word is insidious and you might even have a positive connection to it. In this episode we explore our belief that this word is deadly to commitment, effort and long term success. Thank you so much for listening to our podcast! If you like what you hear please give us a rate and review!
Life Insurane & Getting Off The Financial Grid
August 26, 2019 11:00 - 24 minutes - 30.5 MBHey Podcast! In today's episode we talk about life insurance and the misconception of it's many uses. The government wants you to know more about qualified money not tax advantage strategies to save money. That's why they're not talking about this. There are many more uses for life insurance that go way beyond a death benefit in exchange for a premium. More people need to be made aware of it because it can be a tool for nearly everyone. If you like today's episode let us know by givi...
Legacy In The Raw #3: 9 Minutes of Engaging Prospects At A Health Fair
August 23, 2019 11:00 - 9 minutes - 10.5 MBWhat's up Podcast! In today's episode we decided to veer away from our norm and wanted to bring you some actual audio that Melissa and I captured while working a Medicare booth at a recent health fair. This raw audio will give you a look at how we engage people coming up to our booth and will hopefully inspire and motivate you to step up your game, learn what questions to ask and how to stay in control and walk away with more leads the next time you participate in a similar type of event...
Are They Hearing What You're Saying?
August 21, 2019 11:00 - 21 minutes - 27.9 MBWhat's up everyone! Today's episode is a discussion over a topic that is important in any sales situation- being listened to versus being heard. It's often argued that the greatest sales people are the greatest communicators and the message that you're delivering is only half the battle. It's not always what you say but how you're saying it that makes the difference. Thanks for listening and sharing! If you like what you hear please hit the subscribe button and give us a rate and rev...
Elevator Speeches
August 19, 2019 11:00 - 19 minutes - 23.7 MBWhat's up Podcast! Today's episode is a discussion on prospecting and the importance of having an appropriate "elevator speech" when the opportunity comes to give it. Thank you so much for listening and if you like what you hear please hit the subscribe button and give us a rate and review!
Starting The Day
August 16, 2019 19:59 - 5 minutes - 6.51 MBYou get what you choose. Choose to start the day present. The tone for the day is set by how to start your day. Be mindful of what matters. If you like what you hear please give us a rate and review! Thanks!
Finishing The Day
August 14, 2019 11:00 - 7 minutes - 8.28 MBHey everyone! Here's a short piece of advise about finishing the day the right way with the right perspective that came about while Jason and I were visiting Chicago. Being in the moment throughout the day but especially when finishing the day is not only key to healthy balance in life but also key to setting up your tomorrow. Thanks for listening and please rate and review if you like what you hear!
The 6th Tool
August 12, 2019 11:00 - 23 minutes - 25.5 MBWhat's up Podcast! Are you a 6th tool player when it comes to life or business? Mental toughness and self awareness are essential to success. As we wind down our trip to Chicago, Jason and I discuss the 6th tool and it's importance in having clarity in all situations you face personally and professionally. As always if you like our show please give us a rate and review. Thanks for listening!
Thoughts From Chicago Day 1
August 09, 2019 11:00 - 12 minutes - 13.8 MBHey Everyone! Jason and I are in Chicago on business for the next few days but as always we wanted to get our Friday release done. In this episode we talk more about handling opportunities and what to do when things don't pan out exactly as you had hoped. As always thank you for listening and if you like what you hear please share us with your friends and give us a rate and review!
Five Pillars Of Senior Market Sales
August 07, 2019 11:00 - 17 minutes - 19.9 MBWhat's up podcast! Today's episode was inspired by a recent appointment that shined a light on the absolute treasure trove of sales potential with people who are about to approach their retirement. There are 5 main pillars agents should consider with this population. Listen as I share some off-the-cuff thoughts about the importance of being a good detective and being well-versed in these 5 areas. -Russ As always if you like what you hear please hit the subscribe button and give ...
Summer Time Marketing = Killing It In The Fall
August 05, 2019 11:00 - 18 minutes - 22.2 MBGood Monday to you all! There are 71 days until AEP arrives. Why are you just sitting there? Do you expect business to just fall in your lap? For those of you who don't you must be out marketing as much as we are this summer. In this episode Russ and Melissa talk about getting out in the community. In order to have a successful day you must have three things: 1. A Plan 2. A Story to Tell 3. A Sense of Pride in Your Messaging Get out there today and make it happen. Regardless of ...
Second Chances
August 02, 2019 11:00 - 23 minutes - 30 MBHey Podcast! A big issue in management and leadership is discerning between when to let someone go and when to give someone a second chance...or a third or an eighth chance for that matter. In this episode we discuss the complexities when dealing with this challenge and offer tips on how to handle these difficult situations. Thanks for listening and if you like what you hear please give us a rate and review!
How To Get A Release
July 31, 2019 11:00 - 14 minutes - 18.1 MBHey Podcast! In today's episode Russ and Melissa have a conversation about the importance of knowing your rights and options regarding contract releases. So many agents are kept in the dark when it comes to this subject and today we shine some light on the truth. As we often say 'your upline matters'. It also matters for you to know how to break up and move on if that time ever comes. If you like what you hear please give us a rate and review! Thanks!
More Money More Problems
July 29, 2019 11:00 - 31 minutes - 39.4 MBWhat's up podcast! Today's episode is all about money problems that seem to plague insurance agents. In it we talk about how people view a dollar, the expectations that are sold to insurance agents and how money makes us more of what we already are. Thanks for listening! Have an awesome week!
Avoiding Financial Pitfalls
July 26, 2019 11:00 - 12 minutes - 16.2 MBWhat's up Podcast! No one goes into business with a plan to fail. But few people even know to execute simple concrete things in the beginning to provide a healthy foundation that will support future financial success and growth. In this episode Jason explains some simple yet important concepts that everyone who is in business for themselves must consider doing when venturing out day one. If you like what you hear let us know by giving us a rate and review!
The Two Paths: Captive vs. Independent
July 24, 2019 11:00 - 22 minutes - 25.9 MBWhat's up everyone! Today's episode is a discussion over the pros and cons of being a captive and independent agent opportunities. Both options have their place. Both are viable. The important thing is know WHO you're getting into business with and whether or not they are really worth following. Let us know what you think! We'd love for you to give us a rate and review! Thanks for listening!
Lost Shoes & Lost Cars
July 22, 2019 11:00 - 18 minutes - 23.5 MBWhat's up everyone! How much grace are you extending in situations where people make mistakes? The answer to that question matters as much in business as it does in our personal lives. We want to encourage you to have this on your mind today as you start the week. If you like what you hear please hit the subscribe button and give us a rate and review! Thanks!
Embrace The Suck
July 19, 2019 11:00 - 26 minutes - 33.3 MBStop focusing so much on feelings. Change your perspective. Stop dwelling. Stop wishing. Start developing. Start working. Embrace the suck.
Interview With Tyler Winn of Cirrus Payroll
July 17, 2019 11:00 - 37 minutes - 49.6 MBHey Podcast! Does your employer encourage you to work from home all the time, rarely ever call you in for meetings and pay for regular professional house cleaning as an employee benefit? No? Well you must not work for Cirrus Payroll. In today's episode Tyler Winn, President of Cirrus Payroll talks about how he started his company and why staying true to his niche model from the beginning was key to his success. For more info on Cirrus Payroll visit www.cirruspayroll.com
AEP Readiness
July 15, 2019 11:00 - 18 minutes - 21.6 MBWhat up Podcast! We're less than 100 days out from AEP. AHIP and product certifications are out and now's the time to get it done! Today's episode offers our thoughts on what uplines are really focused on as well as tips for individual agents on how you can properly prepare and have a successful fall.