Tune In to Sales!
Take your annuity business to the next level with expert sales strategies and tactics that drive real results! From prospecting and developing client trust to handling objections that help make the sale, Tune In to Sales from Legacy Marketing Group® helps you differentiate yourself from the competition with new business-building content each month. Sales pro hosts and guests share proven tips, strategies, and real-world advice you can use in the field, helping your clients secure guaranteed lifetime income in retirement. Join a community of independent agents with all levels of fixed indexed annuity sales experience, Tune In to Sales provides financial advisors and insurance agents a unique and free learning forum—one that’s focused specifically on increasing sales success while finding positive retirement solutions for clients. Tune in to join our experts and a network of dedicated insurance professionals committed to boosting FIA sales.
Tune In to Sales!
Mastering The Art of Selling to Women
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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