Legacy Insurance Advisors

Legacy Insurance Advisors a fully independent, client-centered organization that represents multiple companies in every line of insurance. Check out our Podcast! @upperroomatlegacy

We are a fully independent, client-centered organization that represents multiple companies in nearly every line of insurance. If you desire a real career where you can take ownership of your financial destination and desire to educate and empower people on what their insurance rights and options are in an ever-changing benefits environment, Legacy Insurance Advisors is the answer. Legacy Insurance Advisors is committed to providing our representatives with the tools and training they need to succeed in the insurance industry. Through innovative marketing strategies and strong home office support, Legacy Insurance Advisors can give you the edge you are looking for in today’s competitive sales environment. Legacy Insurance Advisors is headquartered in Tulsa, OK. The Tulsa branch office is located at: 1401 S Cheyenne Tulsa, OK 74119 The Wisconsin branch office is located at: 2620 S Packerland Drive Green Bay, WI 54313

Mission: At Legacy Insurance Advisors, our goal and promise is to provide you with simple solutions and uncommon service in an ever-changing insurance environment. Our agents, managers, and staff are committed to educating and empowering you, the policyholders. We will provide guidance and expertise while managing your risk. Because of Legacy Insurance Advisors’ access to multiple providers in almost all lines of insurance, we will customize plans to fit your wants and needs.

Legacy In The Raw #1

Hope you all had a happy 4th of July. We took it easy as well and didn't do our normal thing to prep for today's episode. So instead we decided to throw together a mashed up 6 minutes of a conversation between Russ & Janet. We interviewed Janet a couple weeks ago and kept the mics rolling afterwards and thought it would be cool to give everyone a little inside look at what it's like working here. We discuss a little bit more about her impact here at LIA and talk a little shop about cross selling and my idea about documenting our AEP. If you like it let us know!

[07/05/19]   Upper Room At Legacy : Don't Take The Bait

Have a fun and safe 4th!🇺🇸

[07/03/19]   What's up Podcast!
In today's episode we dive into the subject of opportunities. Business owners and professionals are always talking about opportunities they have or don't have. Opportunities they want or wish they had taken. But it's important to discern between real opportunities that are meant to be seized and distractions that are to be avoided. Listen to our thoughts on how we deal with opportunities and learn the importance of putting them through the filter of your own business plan.
Have an awesome day!

[07/01/19]   Hello Monday!
In today's episode we shine the light on yet another Legacy agent- Janet Phipps. In it we discuss how Janet got into the insurance business, made the jump from employee to self-employed, and how having her eyes opened to senior market insurance and Medicare plan sales specifically has changed the course of her career and enriched her family life.

Tis the season once again. For many people the welcoming of summer is a time to sit back and relax a bit. In our world we have our minds set on 2020. #AEP will be here before we know it and it’s time to start preparing and certifying to sell. 😎
#sales #topproducers #Medicare

[06/28/19]   Viva Las Vegas!
Okay... So we took a few days off and flew out to Vegas for some R&R but of course we had to record while we were there. Jason and I tried to get our wives to join us on a podcast that we've had the idea to do but they thought hanging out by the pool was better for them. Perhaps it was. Well I guess you could say we scraped this together for you. Let us know what you think! If you like what your hear please hit the subscribe button and give us a rate and review!

[06/26/19]   In today's episode we compare and contrast the pros and cons of both seasoned agents and younger agents in senior market insurance. Both have strengths and weaknesses. Understanding how to press into your strengths is key no matter your age and experience.
If you like what you hear please subscribe and give us a rate and review!

Not Just A Man's World

What's up podcasters!
Today's episode is about a woman's perspective in business. Melissa Hanes talks about strengths and weaknesses and gives some practical advice to women who might struggle to carry the right mindset and attitude for working in what is still often perceived as a "man's world" of business.

[06/21/19]   Today is an agent spotlight episode where Aaron Pepin, a Legacy agent and Legacy Wealth Management advisor.

In this episode Aaron talks about the last 15 years as a financial advisor with one of Oklahoma's largest companies, life changes at 40 years old and his decision to step out and begin his own practice with Legacy.

If you like our show please hit the subscribe button and give us a rate and review!

A Quick Chat On Cross-Selling & MAPD's

Today's episode is definitely in the weeds in our world of senior market insurance. Agents are constantly bombarded by sales propaganda from insurance carriers and uplines. One common theme is cross-selling. Unfortunately it's rare that we're ever taught how. Listen as we explore this subject and give you a couple of pieces of tactical advice to help you cross sell when writing Medicare Advantage plans.

Who Are You Listening To?

Hi everyone!
Today's episode is a conversation about seeking advice and the importance of vetting the voices we allow to influence our lives.
Let us know your thoughts in the comments below!

Apple Podcasts:


These are the faces of people that get it done! 😎

Legacy had 5 of the top 10 agents in Tulsa for Aetna!

#Medicare #Insurance #Legacy #TopProducers

[06/13/19]   What we focus on in life matters. It's typically something we put a lot of emphasis on and the weight it adds to outcomes in situations is a lot heavier then the reality of it. We all have poles in our lives. Don't focus on the poles.

[06/11/19]   Hey everybody!
It's Tuesday so we're gonna jump into some useful tactics for you Medicare insurance brokers today. Melissa and Russ discuss three common myths about MAPD's and how to saturate the conversation with easy-to-understand truth when you face these myths in the field. Let us know what you think in the comments below!

[06/10/19]   Today we decided to dive a little deeper into the topic of referral generating today. If you're in sales then you know the feeling you get when you receive a referral. This episode helps break down the two main types of clientele we all have and offers some philosophy on panning for gold in your book of business.
If you enjoy our podcast it would mean everything to us if you'll leave a rate and a review. Thanks!

[06/06/19]   The title of today's episode says it all. Do you ever wonder if you're too entitled to face adversity in life or in business? We should all audit this in our lives from time to time.

[06/05/19]   Today we wanted to give you the opportunity to hear from a rising star at Legacy Insurance Advisors- Toni Buffington. In this episode Toni shares about her humble upbringing, becoming a Dallas Cowboy cheerleader and finding her new passion in senior market insurance.

[06/04/19]   Hey everybody!
We talk about easy agents and good agents quite a bit. Referral-generating draws a line in the sand when it comes to being easy or being good. Today's episode is a challenge to you to bring more value to your business and to your client's when asking for referrals.

Risk Taking: A Chat With Paul Givens

Upper Room At Legacy : Risk Taking: A Chat With Paul Givens

Leadership: When $#*! Hits The Fan

Leadership: When $#*! Hits The Fan

Leadership: Do You Want To Be Right Or Rich?

Upper Room At Legacy : Leadership: Do You Want To Be Right Or Rich?

[05/28/19]   Upper Room At Legacy : Leadership: Hard Headed & Soft Hearted


Take time this weekend to reflect not only what freedoms we have but on the only reason we still have them.

Have a safe and happy Memorial Day!

This weekend is possible thanks to the men and women who made the ultimate sacrifice for our country. 🇺🇸

[05/25/19]   Upper Room At Legacy : Why Insurance Agents MUST BE In The Medicare Space

[05/23/19]   Upper Room At Legacy : Investing In Agents

Upper Room At Legacy

Here’s today’s episode! If you haven’t please subscribe and give us a 5 star rating!

🗣🎙Today's episode is the who, what, where, when and why of Legacy Insurance Advisors’ leadership team. Russ & Jason reminisce on how they met and worked together and eventually launched LIA in late 2009. Melissa talks about her path in insurance as an agent then as a broker manager for a major Medicare Advantage carrier and how it ultimately led her back to the field and why Legacy Insurance Advisors was the only agency she would ever consider working with.💯

A Conversation With Melissa Hanes

Upper Room At Legacy : A Conversation With Melissa Hanes

JSA Sales Summit Gala in Rome, Italy. Agents Russ Scott and Mike Van Van Valkenburg representing Legacy. What a fantastic night!

Legacy Insurance Advisors was United Healthcare’s Top producing agency for the 2019 AEP in Oklahoma. Our average app written per agent was 4X that of our nearest competitor. #YourUplineMatters 😎🙌🏼🙌🏼💪💪

Enjoying some Packer football this afternoon!

Mike Van pouring out wisdom to new agents today after our Monday meeting. Best in the business right here!

Happy Independence Day! 🇺🇸

Legacy Insurance Advisors's cover photo

We took a tour of United Health Group’s Optum Headquarters today.

A couple agents hanging out at one of our recruiting events this week. Notice anything 🤔? We absolutely had to snap a pic! 🤣🍬


Cancer now more common than getting married or having a first baby

telegraph.co.uk Developing cancer is now more common than getting married or having a first baby, research suggests.

Lunch & Learn - Senior Market Insurance Sales job - Legacy Insurance Advisors - Tulsa, OK

indeed.com May 10, 2018 - Lunch & Learn - Senior Market Insurance Sales - p Have you thought about selling in the fastest growing market demographic in the U.S.? /p p Have you looked at making a career move or just earning

Careers at Legacy Insurance Advisors

indeedjobs.com Find your next great career opportunity at Legacy Insurance Advisors



Oklahoma Medicare

Please like our sister brand OKMedicareHelp.com. This page is dedicated to connecting to Oklahoma Medicare beneficiaries and delivering relevant news, tips and information to bring about a positive experience on Medicare.

okmedicarehelp.com Thanks for coming our website. Our goal is to educate,inform,empower and connect you with the right resources to take care of all of your Medicare Part A,B,C, & D questions


4 things to do if you want to retire early

4 Things to do if You Want to Retire Early⤵️

money.cnn.com Quitting your day job to retire early may be daunting, but it's not impossible.

New Year, New Products, New Faces and New Opportunities. www.legacyinsuranceadvisors.com

Here's a little healthcare humor (or is it? 🤔) to start your day.

[12/16/16]   If you missed open enrollment for Market Place health insurance let us know. We still have affordable options available for a January 1st effective date now through the end of the month! www.legacyinsuranceadvisors.com

Want your business to be the top-listed Finance Company in Tulsa?

Click here to claim your Sponsored Listing.

Videos (show all)

Not Just A Man's World
A Quick Chat On Cross-Selling & MAPD's
Who Are You Listening To?
Risk Taking: A Chat With Paul Givens
Leadership: When $#*! Hits The Fan
Leadership: Do You Want To Be Right Or Rich?
A Conversation With Melissa Hanes




1401 S Cheyenne Ave
Tulsa, OK

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 21:00
Sunday 08:00 - 21:00
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