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

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

Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” for a candid discussion with Sheryl J. Moore, President and CEO of Moore Market Intelligence, on the state of annuities and common sense tips on positioning FIAs in your practice.

TUNE IN, AND LEARN ABOUT:

• FIA forecasting.
• Ways to simplify the annuity discussion with prospects.
• A simple third-party resource to assist in your sales.

Recognized as a leading advocate of fixed indexed annuities, Sheryl has been featured in countless interviews and has spoken at numerous industry events. Sheryl is a leading resource of annuity and life insurance news and data.