The Bill Levinson Experience

Listen to Bill interview Danny, our Social Media Marketing and Paid Ads Expert! In this part 2 episode, Bill and Danny dive into the ins and outs of Life/Annuity Digital Marketing in Today's Industry! Take control of your prospecting and lead generation, and stop relying on outdated lead vendors with huge expenses and little results! Biography: Danny McKeever is the Director of Business Development and Marketing for Apis Productions.  Danny specializes in helping clients find their authentic voice and craft messaging that resonates in their market. His experience as a coder/developer, content creator, SEO strategist, and brand marketer helps him see the poetry in the analytics and the forest from the trees. He is in his element when speaking to clients about the exceptional offerings that set them apart from their competitors and creating on-brand campaigns to expand their market reach. When he is not analyzing website data or working with the Apis team, he can be found singing with his daughter, writing poetry, or hiking to the summit of quiet volcanoes in Southern Oregon Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

Listen to Bill as he interviews Carlan, one of the Life Insurance Industry's top executives! Carlan has been innovating and cultivating new relationships, tools, and platforms for over 31 years. Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations! Also, this podcast episode features time management and business optimization strategies that you can implement into your practice immediately! Carlan's Bio: Carlan W. Snipes is a Field Vice President for the Broad Market distribution channel covering the Southeast region. She has over 31 years in the Financial Services Industry and provides unmatched expertise in expanding the sale of life insurance products.  Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations. Carlan was first recruited to First Colony Life after graduating from Virginia Tech. She advanced her career in positions such as Customer Service Representative, Case Manager, Internal & External Wholesaler, Product Specialist, and Regional Vice President with GE Financial and Genworth. She spent 22 years with Genworth marketing Life Insurance, Annuities, and Linked Benefit products to Independent Brokerage before joining Pacific Life in 2017. Carlan received her Bachelor of Arts degree in Political Science from Virginia Polytechnic Institute and State University (Virginia Tech). She has also obtained the Fellow, Life Management Institute (FLMI), Certified Structured Settlement Consultant (CSSC), and Certified Long-Term Care (CLTC) designations.  Carlan also holds her FINRA Series 6 and VA Life and Health license. Carlan's Acheivements:  Summit Award Winner 2020, 2022, 2023, & 2024 (to win this award, you must achieve 105% or more of your sales goal) Circle of Excellence Winner 2020, 2022, 2023 & 2024 (to win you must achieve 110% or more of sales goal, in 2024 I was 121% to goal) Standford Award Winner 2020 achieved the highest percentage to goal on my team Chairman's Award Winner 2022 achieved the highest percent to goal on my team (PL renamed this award in 2021 when are CEO retired) Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

Listen to Ian, an elite Levinson agent, as he shares his ideas, sales concepts and secrets which help make him super successful in our industry. Bill will uncover Ian's continued success for the past 12 years even through the pandemic and difficult economic times. After listening to Ian and Bill, we guarantee that you will walk away with at least one sales idea to elevate your practice. Ian W. Bio:   Ian began his career as a life insurance agent when he worked at a call center. After less than a year of working in the trenches, as a fast learner, he became the top producer. From there, he used his expertise and in-depth knowledge to expand beyond the corporate world by starting his own business and becoming an independent life broker.  With over 15 years of financial services experience, Ian has a strong passion to serve his clients abundantly. He first does this by going above-and-beyond the norm of continuously staying up-to-date with the rigorous industry standards, underwriting regulations, and code of ethics. Secondly, he's contracted with more than 30 life and health carriers and licensed in more than 30 states. What this means is with a wider network, he's more available to better serve his clients and match them with literally the best life and health insurance rates among highly rated companies.  Although, based on his title, it may seem as though he primarily serves federal employees, he can assure you, this is not the case. His services also extend to ANYONE looking for life insurance or medical coverage. In addition, Ian's firm understanding of all the underwriting specialties and nuances for many companies, is a big plus for his clients. He can easily pair them with the right company most suitable to their health, budget, and needs. This saves his clients tremendous time, money, and headaches. Ian also brings the highest degree of exceptional service. He listens thoroughly to all his clients' needs and works diligently with them to implement a well-grounded plan that helps meet their financial, health, and coverage concerns. He believes that putting his clients first and maintaining the utmost level of professionalism is a must that has never steered him wrong. For what he's accomplished, his clients are forever grateful for his high level of service, honesty, transparency, and integrity. They value him as a professional broker, adviser, and friend who genuinely cares about their well-being by solely looking after their interest only. Ian W. Website: https://feglilifesavings.com/ Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com Youtube Library: @thelevinson1

Listen to Ian, an elite Levinson agent, as he shares his ideas, sales concepts and secrets which help make him super successful in our industry. Bill will uncover Ian's continued success for the past 12 years even through the pandemic and difficult economic times. After listening to Ian and Bill, we guarantee that you will walk away with at least one sales idea to elevate your practice. Ian W. Bio:   Ian began his career as a life insurance agent when he worked at a call center. After less than a year of working in the trenches, as a fast learner, he became the top producer. From there, he used his expertise and in-depth knowledge to expand beyond the corporate world by starting his own business and becoming an independent life broker.  With over 15 years of financial services experience, Ian has a strong passion to serve his clients abundantly. He first does this by going above-and-beyond the norm of continuously staying up-to-date with the rigorous industry standards, underwriting regulations, and code of ethics. Secondly, he's contracted with more than 30 life and health carriers and licensed in more than 30 states. What this means is with a wider network, he's more available to better serve his clients and match them with literally the best life and health insurance rates among highly rated companies.  Although, based on his title, it may seem as though he primarily serves federal employees, he can assure you, this is not the case. His services also extend to ANYONE looking for life insurance or medical coverage. In addition, Ian's firm understanding of all the underwriting specialties and nuances for many companies, is a big plus for his clients. He can easily pair them with the right company most suitable to their health, budget, and needs. This saves his clients tremendous time, money, and headaches. Ian also brings the highest degree of exceptional service. He listens thoroughly to all his clients' needs and works diligently with them to implement a well-grounded plan that helps meet their financial, health, and coverage concerns. He believes that putting his clients first and maintaining the utmost level of professionalism is a must that has never steered him wrong. For what he's accomplished, his clients are forever grateful for his high level of service, honesty, transparency, and integrity. They value him as a professional broker, adviser, and friend who genuinely cares about their well-being by solely looking after their interest only. Ian W. Website: https://feglilifesavings.com/ Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com Youtube Library: @thelevinson1

In this episode, Bill interviews Levinson General Agent Grant Zimmerman, President of Alloy Insurance Group. This episode is a must, as Grant shares with all of us what has gotten him to extraordinary levels of success. He is driven like no other, he is relentless and his compassion for other human beings is unparalleled. Listen to Grant as he shares the secrets & Levinson's Tools that lead him to one success story after another. Amazingly, Grant is barely 30 years of age, yet he has already molded a career which will only expand and become more successful with each passing day. Listen to Bill and Grant as they explore the insurance industry, as it could very well, change your life. Grant Z. Bio:   Grant Zimmerman is the owner of Alloy Insurance Group, a diverse Insurance Brokerage based out of Ormond Beach, Florida.  When Zimmerman founded his company, he did it with the intentions of serving the unique needs of clients nationwide, and teaching agents how to expand beyond their single line focus to create additional streams of income.  Alloy Insurance Group assists individuals and businesses with Life Insurance, Annuities, Employee Benefits, Long-Term Care Planning, Disability Income Coverage, Individual U65 Health, and Medicare.   Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com Youtube Library: @thelevinson1

 Are you interested in elevating your practice through Annuity Sales and Marketing in 2025? If so, Coach Chris, one of the industry's top consultants, and Levinson & Associates strongly recommend you listen to this very powerful podcast! It can lead to an income stream like never before and help build your client base unlike anything else. Learn which carriers and products are the hottest right now and even if you're an Annuity expert, learn the true difference between Indexed, Fixed, and Immediate Annuities. Also, Coach Chris will offer everyone full explanations of Annuity Riders, Income Annuities, and very importantly, Annuity Living Benefits & Long Term Care. Learn the ins and outs of Annuity taxation and how to generate Annuity leads which ultimately lead to sales. So, whether you're an Annuity rookie or an Annuity veteran, this 60-minute podcast with Bill and Coach Chris can be career-changing. Everyone, enjoy!  Bio: Chris is a 3rd party industry consultant & Annuity sales professional  Check us out online: Agent Back Office Site: https://www.LevinsonAndAssociates.com/ Facebook: / levinsonandassociates X: / levinsonassoc Instagram: / levinsonandassociates Threads: @levinsonandassociates LinkedIn: / bilevinson Podcast: http://levinson.libsyn.com/ Youtube Library: / thelevinson1  

Bill interviews Levinson General Agent Alec Luaces from the Spartan Life Insurance Agency. Listen in as Alec shares what has worked for him and his 42 agents over the years! Separate yourself from the competition with his technique, and learn how a successful GA runs his day-to-day operation in our industry! Bill and Alec share real-life agent & client success stories that will inspire you to up your game in every way! His youthful exuberance, wisdom, creativity & drive are extremely contagious! Alec Luaces Bio:  Per Alec Luaces, Spartan Life Insurance Agency's objective is to maintain the highest of ethics in the insurance space, while always educating the clients and placing them into the right products. Spartan Life works with over 90 carriers and does everything from temporary and permanent Life coverage, Disability coverage, and Annuities. In addition to term and permanent Life insurance, Disability, and Annuities, Spartan works with Lloyd's of London to fulfill unique and niche needs as well.   Check us out online: Agent Back Office Site: https://www.LevinsonAndAssociates.com/ Facebook: / levinsonandassociates X: / levinsonassoc Instagram: / levinsonandassociates Threads: @levinsonandassociates LinkedIn: / bilevinson  Podcast: http://levinson.libsyn.com/ Youtube Library: / thelevinson1

Bill interviews Stephen from LS Hub to help you uncover additional sales ideas in the life settlement marketplace. Separate yourself from most agents and learn to speak to your clients about life settlements and help them in ways most others can't. Bill and Stephen share real-life case studies, the latest LS technology for agents, sales ideas, the state of the industry, what to look for in existing policies & your own book of business to uncover new opportunities! Stephen Jass Bio:  Stephen is a seasoned professional with a diverse background in the life insurance and life settlement industries. Over the past twelve years, he has gained a wealth of experience in various roles, including managing a life settlement funding organization, running a life insurance general agency, and being a part of several technology startups. His deep understanding of the life settlement industry and regulatory landscape, combined with his strong connections to insurance brokers, funders, and industry parties, has allowed him to establish credibility and facilitate hundreds of successful transactions. He has gained valuable insight into the challenges and opportunities within these industries, which led to the creation of LS Hub in 2017. Utilizing his background in technology, Jass founded LS Hub to address common frustrations and identify opportunities in the life settlement sector.

In this episode, Bill & Cary Levinson host a live interview with Charles Samuel, an elite sales coach, and creator of the"60-Second Close" presentation! Whether you are new to this industry, or a seasoned pro, this podcast is perfect for you! Charles has developed and perfected various sales concepts and strategies that help maximize productivity and improve core selling skills for Agents, Financial Advisors, and Internal Sales Teams! --------------- Charles Samuel serves as Regional Vice President of Annuity Distribution for a major Insurance carrier. He is responsible for driving results through the sales team and independent distribution partners in the eastern region. Charles also develops and delivers sales concepts and strategies that help maximize productivity and improve core selling skills for agents, financial advisors, and internal sales teams.  He holds several financial service industry designations, including the Chartered Life Underwriter (CLU®) and the Chartered Financial Consultant (ChFC®), as well as the Series 6, Series 26, and Series 63 registrations with FINRA. His commitment to the pursuit of knowledge allows Charles to effectively address customer concerns and stay on top of current market trends.  As a highly experienced public speaker, Charles is actively involved in Toastmasters International where he is recognized as an Advance Communicator and Advance Leader. Charles is passionate in his commitment to sharing what he has learned with others in a way that motivates them to act.   Check us out online: Agent website: https://www.LevinsonAndAssociates.com/ Facebook: / levinsonandassociates X: / levinsonassoc Instagram: / levinsonandassociates Threads: https://www.threads.net/@levinsonandandassociates  LinkedIn: / billlevinson Bill Levinson Experience Podcast: http://levinson.libsyn.com/ Youtube Library: / thelevinson1

Bill interviews Dawson for 60min. Dawson is a young, amazingly successful Life & Annuity General Agent who shares his innermost secrets for success in our industry. This is a “must” listen for those who want to walk away with at least one sales idea to elevate their practice. As a young professional, Dawson Sullivan has so much to share with all of us. His enthusiasm, positivity, dedication, and compassion are contagious!  www.LevinsonAndAssociates.com  Bio: "Dawson Sullivan is an Insurance Broker with nearly a decade of experience in the insurance industry with expertise that covers all lines of insurance ranging from Home to Retirement Accounts. His goal is to pour into people and give them the "Family Broker" experience as each client receives high-end tailored support. As a Trailblazer, Dawson has revamped the Life insurance space by incorporating the fundamentals of "Be your own Banker" into his everyday practice with the end goal of generating a "bulletproof" approach to Generational Wealth. www.sullivaninsgroup.com

Description:   In this episode, Bill interviews Danny, Marketing Director for Apis Productions. Apis is a digital architect for the Insurtech industry, leading the way for numerous innovations and breakthroughs. Apis is responsible for managing Levinson's multiple AI-powered tools, websites, and blogs etc. Danny's role is to assist Agencies and IMOs to leverage the power of technology in the Insurance Industry landscape and provide insight on how to maximize its capabilities. Danny breaks down the essentials for any successful Insurance practice to take their business to the next level. If you are an Agent and you are not using the latest technology, Levinson & Associates offers the tools needed to make this a reality for you and your Insurance business. Biography: Danny McKeever is the Director of Business Development and Marketing for Apis Productions.  Danny specializes in helping clients find their authentic voice and craft messaging that resonates in their market. His experience as a coder/developer, content creator, SEO strategist, and brand marketer helps him see the poetry in the analytics and the forest from the trees. He is in his element when speaking to clients about the exceptional offerings that sets them apart from their competitors and creating on-brand campaigns to expand their market reach. When he is not analyzing website data or working with the Apis team, he can be found singing with his daughter, writing poetry, or hiking to the summit of quiet volcanos in Southern Oregon

In this latest episode, Bill invites one of the top Executive Life Coaches along with one of Levinson's top Agents to a sit-down session at our headquarters in South Florida! These brilliant minds combine to provide you with unforgettable ideas, concepts, and strategies you can use to improve your personal and business growth immediately!   Michael Savage is a Dynamic Speaker, Trainer, and Coach. His worldwide client base encompasses stay-at-home mothers to executives & CEOs. He delivers impactful training courses and is a results-driven Coach, while also being a Trainer of Coaches. Michael holds his I.C.F. credentials as well as his B.C.C. (Board Certified Coach). His past accomplishments include working through Robbins Research International - an Anthony Robbins Company, where he spent over 25 years attending and supporting events worldwide, as well as facilitating Life & Wealth Mastery. Recently, Michael was a top executive coach for Tarek El Moussa, a self-made real-estate mogul and star of the HGTV hit shows "Flip or Flop" and "The Flipping El Moussas." Emmanuel was born in Brooklyn, New York, but has spent most of his life in beautiful South Florida. He attended college in Grove City, Pennsylvania, where he met his wife. Emmanuel earned his MBA at the Wayne Huizenga School of Business in Davie, Florida. Emmanuel is the co-founder of Doctors Benefits, a nationwide Insurance Agency focusing on the protection of clients in the medical field. Doctors Benefits provides a wide range of solutions including Life Insurance, Annuities, Long Term Care, Disability Income, and Retirement Planning strategies. Emmanuel is currently one of Levinson's top-producing Agencies, with most of his business being conducted remotely using Levinson's digital marketing and application solutions. 

Bill sits down with Manhattan Life's President Todd Tippets and Regional Vice President Kemp Cole to discuss the latest industry trends, "Insure Me Now Direct", Products, Technology & Sales Strategies! Mr. Tippets joined Standard Life & Casualty in 2021. Prior to joining the company, Mr. Tippets was a Director at Cigna Supplemental Benefits with primary accountability for the Direct To Consumer Channel. He began his career in the insurance industry in 1995 at Cigna. During his career, he has held a variety of leadership roles with increasing responsibility at Cigna, UnitedHealthcare, and Sterling Life Insurance Company (Windsor Health Group). His background and expertise include Marketing, Operations, Underwriting, Sales, Distribution Management, and Telesales. Additionally, Mr. Tippets has international experience in Latin America, has lived in Chile for two years, and is fluent in Spanish. Mr. Tippets earned his BS in Microbiology from Brigham Young University and his MBA with a focus in Health Services Management from The Fuqua School of Business at Duke University.  ----------------- Kemp Cole joined Standard Life and Casualty in April 2020 as Regional Vice President of Sales. Prior to joining the company, Kemp was Senior Vice President of Marketing and Sales at Kemper Health for 10 years. He served in various roles for the marketing and sales team in addition to product development since 2002. Prior to that, Kemp was a regional sales manager for 5 years and before that, he was an independent contractor for 15 years selling individual life and health insurance. Oklahoma State University is where Kemp received his Bachelor of Science degree in Organizational Administration. He is active in the local Oklahoma,  National Association of Benefit Professionals (NABIP). 

Listen to Bill as he interviews Farron Blanc, VP of Brokerage Distribution for Banner Life / Legal & General America! Farron breaks down the various changes and growth trends in the Life Insurance industry. Also, he discusses how technology has evolved to adapt to changing consumer behaviors. The partnership between Banner Life and "Insure Me Now Direct" is now the solution for the new way of conducting Life Insurance business today and beyond! About Farron Blanc: I am a life insurance and senior care nerd with over 15 years of experience in the industry, spanning startups, corporates, consulting, and investing. I lead distribution and marketing for the brokerage and financial institutions channels at Legal & General America, the US term life insurance market leader, where I drive growth and leverage technology to enhance customer experience and partner relationships.  I am also an active angel investor and advisor, focused on insurtech, eldertech, and B2B SaaS. I support and mentor founders who are solving meaningful problems in these domains, leveraging my deep expertise and network. Previously, I co-founded and sold two insurtech startups, Gerry and Greenhouse, that helped thousands of Americans navigate long-term senior care and access affordable life insurance. I am passionate about innovation, social impact, and lifelong learning and hold a few advanced degrees. I am a baseball, F1, and basketball fan and speak English, French, and Indonesian.

Jeffery Hill is the owner and founder of Hill Financial Group Inc, an award-winning financial services company. With nearly 15 years of experience in the industry, Mr. Hill has established a reputation as a trusted and respected financial advisor.   Under his leadership, Hill Financial Group Inc has become a leading provider of a wide range of financial services including retirement planning, life insurance, wealth creation strategies, and investment management. Mr. Hill's expertise and commitment to excellence have earned him numerous accolades, including the prestigious industry award for "Top 100 in Finance" in the United States.   Mr. Hill is a dedicated professional who is passionate about helping his clients achieve their financial goals. He takes the time to understand his client's needs and works closely with them to develop personalized financial plans that are tailored to their unique circumstances. The company's motto is "We help you create financial security and peace of mind"!   In addition to his work at Hill Financial Group Inc, Mr. Hill is actively involved in his community, volunteering his time and resources to various charitable organizations. He is a strong believer in giving back and is committed to making a positive impact on the world around him. Mr. Hill enjoys traveling the world with his family, reading a good book, professional speaking, and playing golf.

Tim Grover is a world-renowned keynote speaker, life coach, and author. He is the former trainer and Life Coach to Michael Jordan, Kobe Bryant, Dwayne Wade, and more! Tim is also the author of Relentless & Winning, both of which are NY Times bestselling books!

On Episode #44, Bill Sits Down With The NFL's Breshad Perriman! Breshad is a former 1st round draft pick in the NFL and is a decorated wide receiver formerly of the Tampa Bay Buccaneers. Being from South Florida, he decided to play college football at UCF and was drafted by the Baltimore Ravens in the 2015 NFL Draft. Breshad exhibited a rare blend of speed, size, and athleticism which propelled him into the 1st round of the NFL draft, and further cemented his success as a professional football player. During his 7 year career, he has also been a member of the Washington Redskins, Cleveland Browns, New York Jets, and Chicago Bears. One of his major accomplishments was working with Tom Brady, and he quickly became one of Tom's favorite targets and was the recipient of Tom Brady's 700th career touchdown pass. Breshad also established the “Breshad Perriman Foundation” to offer support, resources, and education to families affected by stroke and dementia.  *Recorded on 04/14/2023 *CORRECTION: Breshad was born in Detroit Michigan, but raised in Miami FL

Listen to Bill as he interviews Amir, a Social Media marketing guru with over 25 years of experience assisting agencies and brands develop leads, expand their reach and create unbreakable credibility! Watt Media, Inc. was founded in 1998 and has emerged as a leading Web Marketing firm serving businesses of all sizes in South Florida and beyond. Our expertise in designing and marketing attractive websites, managing social media campaigns, and creating a web presence for our clients has helped us build a reputation as a trusted company which consistently provides results. Amir served on the Board of Directors of the Chamber of Commerce of Coral Springs for 6 years and chaired the Technology Committee. He was nominated for the Small Business Leader of the Year Award twice and is a graduate of Leadership Coral Springs. He is Past President of Temple Beth Torah Sha'aray Tzedek, and served on its Board of Directors for 14 years. Amir currently serves on the Web Development Advisory Committee at Atlantic Technical College and collaborates with students regularly. Amir contributes to the Watt Media blog, and was a contributing author to The Young Adult's Guide to Robert's Rules of Order: How to Run Meetings for Your Club or Organization (Atlantic Publishing Group, Inc., November 30, 2016). He has also lectured about web marketing throughout Florida. Amir hosts the Business Marketing Today podcast, which is available on Spotify, Google, and Apple podcast platforms.

Bill and the Levinson Team discuss the top agent tools, products, and technology from 2022. Comparing real statistics to the efforts of Levinson & Associates, this episode provides an in-depth view of insurance trends and shifts in the industry.

Listen to Bill and Hero Life's RVP's Jacob and RJ take a deep digital dive in the latest scholarship-approved, A-rated, Term Life Product that can be sold face to face, virtual, over the phone and/or 100% direct to consumer through website traffic, Facebook ads, Banks, Financial institutions, P&C/Health agencies, etc. This product will also be complimentary to our agents on InsureMeNowDirect.com by the end of 2022! *Consumer actual age competitive rates available to age 60. High compensation plus Renewals paid! Call our Levinson Marketing team to start selling today! Toll-free: 800-375-2279 Local: 954-746-9531

Tune in as Bill interviews the owner and creator of our co-op Social Media lead program! We break down each lead option, best practices, what's working for our agents, and the tips and tricks for success!

Senior Market Health Agent Natalie Cooper Sells with Levinson Life & Annuity Products By Leveraging Ringy CRM And Our Lead Platforms etc.  Host: Bill Levinson from Levinson & Associates - Levinson & Associates, Inc. is a National Insurance Marketing Company domiciled in Florida since 1972. As such, we specialize in the servicing of our field force, and the distribution of the most competitive products for Term Life, Universal Life, Whole Life, simplified issue, Annuities, and Survivorship products. We are a full-service marketing company equipped to help during the entire underwriting process. From our most inexpensive term, jumbo permanent products, or annuities; our administrative staff, with over 100 years of combined insurance experience, stands ready and very able to help with all your insurance needs. In 1998, Bill Levinson brought his marketing and management expertise to the life insurance industry. He is today a very successful Managing Partner for Levinson & Associates. Bill continues to service over 22,000 new and existing agents, each representing our entire portfolio of 90 life carriers and over 30 annuity companies nationwide. He brings a youthful exuberance and enthusiasm, and servicing our agents remains his number one priority. Levinson is a world-renown innovator in our industry, creating the 1st ever client-driven online term platform, life agent-focused CRM tool, and the cutting-edge Agency Automator prospecting system, amongst other unique technological advances and innovations. He currently participates in various company advisory boards and is a current member of NAILBA's ASNG group.  We, at Levinson & Associates, want to sincerely thank our Agents for allowing us the opportunity to quote and service all of your Life/Annuity & Insurance needs! Guest Speaker: Natalie Cooper (Levinson Agent) - I come from a long line of insurance agents including my father, his brother, and many of their 1st cousins. I grew up learning from Clement Stone, the founder of Combined Insurance Company of America who my dad and the rest of our insurance family worked for. W. Clement Stone is now a highly recognized motivational inspiration for many in the insurance industry. I recall being gathered around the dinner table and the whole family reciting his famous words—“I feel happy! I feel healthy! I feel terrific!” and always having “PMA”—Positive Mental Attitude. Actually, it was, and still is my father who is my role model. After recently celebrating his 80th birthday and reflecting on all I have learned from him, I can honestly say that it was my parents who gave me my core sense of integrity and ethics that still guide me through life and my career. I grew up in Columbus Ohio and graduated with a BS in accounting with a double major in finance from Franklin University in 1990. A few years later in 1995, after moving to South Florida, I became a licensed insurance agent. The original intent was to work with my father in the tax-deferred annuity and life insurance business and move back to Ohio. Shortly after I became licensed, I realized my home at that time, would remain in south Florida. I began my career working with retiree groups including the City of New York, their unions, and other large employers like Sears and AT&T who offered retiree benefits. This was when I was first introduced to the senior market. I found real satisfaction in dealing with seniors and knowing that I may have been one of the few agents they worked with that put their best interest first. The laws pertaining to marketing to seniors were nearly non-existent and at that time and so many of my clients had been lied to, sold something they didn't need, or strong-armed into a policy they could not afford. The feeling of truly helping a person get what they needed, putting some money back into their pocket, and working with someone they felt they could trust was a great feeling. After spending about 7 years working exclusively with seniors and specializing in Long Term Care, Annuities, Medicare, and Final Expense, I branched out to two other areas to accommodate my client's children that were asking me to help. Their kids were a natural progression and I began my entree into Term Life and Disability insurance. The insurance business has been such a rewarding experience for me. I know that I have truly changed people's lives. This is where I'll be for the remainder of my working years and I'll hopefully pass the baton to another person who can enjoy what they do as much as I have.

In this episode, Bill goes behind the scenes with Larry and E.L. to understand the origin of "Your Family Bank", the method behind the madness, and the current impact that it makes on agents and consumers across the country. Larry and El's unique approach to the insurance industry re-wrote the way that Life insurance is marketed and sold and opened a new door of unlimited lead opportunities for agents nationwide. Learn how this strategy will get your clients out of debt in 9 years or less without spending any additional dollars than what they are spending today! Active Levinson agents can qualify for exclusive incentives to help pay for full access to the platform & coaching! Click the link here for more info.

Listen in for over an hour as Bill, Bradley & Carlos Discuss Agent success stories by using the Ringy CRM Platform as the ultimate “set it & forget it” sales tool & automated follow-up system!

In this latest episode, Listen to Bill & Cary Levinson interview Jason Solodkin, the former Miami Heat and Hurricanes sportscaster who has successfully transitioned to the Life Insurance business as a Levinson GA and CFP!

NeAndre Broussard is the Founder and CEO of Black Menswear. With a background in sales, he's consistently been a top performer in the financial services industry for the last 10 years.  He currently serves as a Key Account Sales Rep for National Life Group / LSW. After studying markets and culture at SMU, he quickly learned social media marketing and worked to build a number of largely successful social media platforms, with Black Menswear being the most pivotal. He's been featured in several publications and has had his story shared on NBC, ABC, Fox, and CBS affiliates around the country.  NeAndre is based in Dallas, TX with his wife and two sons.

Listen to Bill interview Mike Patel, a successful Levinson General Agent who shares his methods for success that have helped him achieve the best results in the Life Insurance industry!

In part 2 of this Podcast series, hear Bill Levinson interview Ian, one of Levinson's elite producers! Ian has continued to increase his business during the pandemic, with total sales up 30% to 40%!

A “Must Listen To” podcast for you, our Levinson Agents! Hear Bill Levinson interview one of the most successful, dynamic, and young players in the NBA today. Son of legend Doc Rivers, Denver Nuggets star Austin Rivers, shares his most intimate thoughts, personal stories, and motivational ideas with Bill. This podcast will definitely have an impact on your business and personal life both now and in the future. Listen to the future Hall of Famer discuss his past, today, and future hopes and dreams with Bill.  

Listen and Learn as Bill and Bestow's Executive Chief Distribution Officer, Stephen Robinson, discuss the new way to sell life insurance! Stephen is an accomplished insurance executive with 25+ years of experience in the brokerage space and at the carrier level! This is the first and only time a consumer can purchase various insurance products on a 100% Direct to Consumer platform. And most importantly, the agent still gets paid commission and can still service their book of business. This is unheard of in the D2C arena except for Levinson & Associates agents. Check out Insuremenowdirect.com or Levinsonandassociates.com for more information.

Alex and Bill discuss telesales & Insurance agency building for 1 hour on the Bill Levinson Experience Podcast May episode!   Alex is one of Levinson & Associates top GA's and won our Elite Agents Award in his first few months with us. He's helped over 5,000 families in his 6 years in the business and averages over $1m/yr of Life Insurance premium! He's also one of the best “hands-on” telesales coaches I've met and you will see why on this episode! *Alex mentions the heart rupture in 2015 but that was a routine surgery, the heart rupture was actually in 2017 Click here to request access to the scripts mentioned in this episode hips://www.facebook.com/LovintonandAssociates

Bill Levinson interviews Norm Johnson, an 18-season NFL veteran on his transition from the NFL to an active Levinson Agent! Norman Douglas Johnson is a former professional football placekicker who played for 18 consecutive seasons in the National Football League. During that time, he played for the Seattle Seahawks, Atlanta Falcons, Pittsburgh Steelers, and the Philadelphia Eagles. Norman's accomplishments include- 3 Pro-Bowl appearances and being an all time leading scorer !

Business Coach and Self-Improvement Author Donald Wilson Interviews Bill Levinson on the inspiration and drive that pushed him to discover his potential in business and in life! At a young age, Bill did not have much enthusiasm for higher education, however his mom pointed out his passion for motorcycles and to get a job selling them. Learn how a random customer would become the mentor and inspiration that he needed to discover his potential in business and in life. Bill entered his dad's insurance agency and expanded it into a new world of high-tech and innovation, growing the business into a vehicle for over 20,000 agents nationwide while becoming one of the fasting growing insurance IMO's in the United States!

Bill Levinson interviews  Emmanuel ,a top producing agency owner with Doctors Benefits, on how he has built a pandemic proof practice. Emmanuel shares his ideas and business practices that have contributed to his agencies continued growth.

Listen to Bill as he interviews one of Levinson's top General Agents! Hear about his early struggles, his eventual path to success, and how he was able to achieve a 60% growth rate in 2020 during the pandemic! Pradeep is an Independent insurance broker/agency based in MA providing clients access to Life Insurance and Disability insurance from most of the major insurance carriers. Licensed to practice in most states. Pradeep has been serving customers since 2008. Pradeep is a graduate of Northeastern University.

Mark DiTondo, LUTCF & Top Sales Strategist for Business Owner Retirement Plans with Whole Life Products discusses sales strategies that have helped agents set sales records! Mark is a graduate of Cornell University and holds Series 7 and 63 licenses, in addition Mark is the recipient of Lafayette Life's Regional of the year award and Joint Chiefs of staff qualifier.  Mark was also a Presidents Club Qualifier for three consecutive years!  

Bill Interviews Author Don Wilson to review how he's helped countless sales professionals create better constants. Don delivers sales education, and helps to produce creative marketing and community outreach programs. Don's simple approach to helping sales professionals, educators, networking groups, and fundraising organizations discover better results inspired him to launch a new venture in 2018 titled, Prospecting Intelligence, LLC. Don's passion is about helping people  embrace uncomfortable change to create better constants that produce new opportunities. His new sales brand also landed him the role of Chapter Educator for the fast-growing business networking organization, Networking  Group USA, which helps business owners and other professionals build relationships that earn new clients by referral. 2020  marks the release of his first book titled, “What's YOUR Woobie? – Simple Strategies on Your Uncomfortable Path to New Opportunities”, the subject of which was accepted as an “idea worth spreading”, landing him as a speaker for TEDx Bryant University. Don lives by the simple credo  he's taught his three children for years, “I try to make a stranger smile every day!”

David is the V.P. of Business Development for NIW, David Greene has been involved in the financial services arena for over 39 years. From 1993 to 1998 he was Vice President of Marketing for both Jefferson Pilot Life out of Greensboro, NC and Southland Life Insurance Company (an ING company) in Atlanta. David also managed the life insurance division of Honkamp Krueger, a large regional CPA firm out of Dubuque, Iowa. Prior to that he was the Life Specialist for The First Interstate Bank Systems of Iowa, owner of an Iowa based mortgage banking company and ran the life insurance division of a large property & casualty firm in Des Moines, Iowa. David's area of expertise is in financed life insurance, business & estate planning and executive benefits planning.  He has been married for 39 years and has two children. Growing up, Dave played college basketball, was a tournament water skier and a professional windsurfer.  His hobbies include racquetball, tennis, golf, skiing and is a private pilot.

Bill interviews Laura Morrison- CLU, ChFC is Vice President of Life and Annuity Distribution and Chief Channel Officer at a Top Insurance Company.  In that role, Laura is responsible for executing distribution strategy, including product and marketing development, and driving life and annuity sales with valued brokerage partners, including FMO's, agencies, producers and financial institutions.  Prior to joining Sagicor, Laura held positions as Vice President of Brokerage Life Distribution and National Sales Director for Financial Institutions at Transamerica.  She is passionate about financial planning and helping families achieve their income, protection and retirement goals.  Laura is a graduate of the University of Illinois with a Bachelor in Science in Finance.  She holds the following designations; FINRA Series 7, FL Life and Health License, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Yaron Ben-Zvi is Head of Platform Innovation for MassMutual, as well as the co-founder and CEO of Haven Life, MassMutual's in-house startup that's setting the pace for innovation in life insurance. In this role, Yaron oversees the strategy and vision of direct-to-consumer initiatives and is responsible for the delivery of an end-to-end digital life insurance transactional platform. His interest in life insurance began as a customer when he set out to buy a life insurance policy for himself and found existing solutions had not yet realized the potential of digital capabilities in the space. Previously, Yaron was a founder in several early stage companies, including a digital life insurance agency as well as an early robo-advisor.

Hear Bill Levinson as he interviews Mary Read CPC, QPA, CPFA, National Director of Pension and Protection Planning at Pentegra Retirement Services! Mary was the Vice President for an A+ rated life insurance company among other prestigious positions in her tenured past! She has also authored and published 3 award winning books!   In this episode, Mary discusses her journey in the business, as well as her famous income and tax saving strategies that have helped so many of her clients around the country!

Bill Levinson interviews Ken French, Founder of Snoozy Inc.-an industry leading firm that specializes in website development and social media strategy.  Bill and Ken discuss the importance of having a website as well as a social media presence, and how those platforms can help increase production.

Michael Savage is a Dynamic speaker, trainer, and coach. His worldwide client base encompasses stay at home mothers and also reaches executives & CEOs. He delivers impactful trainings and is a results driven Coach as well as a Trainer of Coaches. Michael Holds his I.C.F. credentials as well as his B.C.C. (Board Certified Coach) He currently works exclusively through Robbins Research International - an Anthony Robbins Company, where he has spent 25 years attending and supporting events worldwide, as well as facilitating Life & Wealth Mastery.

Bill Levinson Interviews Wally Berman, a Levinson MDRT producer since 1965! Wally explains how embracing technology has changed his business for the better, especially during the COVID-19 Pandemic! Wally also shares how his passion for helping clients has been the largest contributing factor to his success.

Bill Levinson interviews Jorge Soler, a 27-year-old Kansas City Royal and 2016 Chicago Cubs, and Atlanta Braves World Series Champion. Jorge and Bill talk about what it takes to maintain top-level success while simultaneously staying grounded.

Bill Levinson interviews Ian Warkol, a multi-year MDRT/ Top of the table Levinson agent. Bill discusses how Ian got started and what it takes to be a Top of the Table Producer Year after Year!

Bill interviews Larry Zinn, Partner of the nations largest Auto Dealership. Larry has been named Automotive News 40 under 40 and South FL's Business Journal 40 under 40 as well as Lifestyle Media Groups "Up and Comer".  Larry is partially responsible for growing the dealership network to be named Automotive News 100 best dealerships to work for 6 of the last 7 years with multiple top 10 finishes including #1 for Land Rover and Top 5 for Lamborghini Broward. Additional rewards include the Infiniti Award of Excellence, Lamborghini Selezione!

Bill Levinson interviews one of the Top Annuity Experts on the state of the Annuity Industry.

Bill interviews Lorne Berkeley, Esq. on how he launched his successful legal career as well as how partnering with a leading estate planning attorney can help drive sales! Lorne E. Berkeley, Esq.  is an attorney practicing business and corporate transactional law and litigation, estate planning documents preparation and several other areas of practice which can be viewed by clicking on the below link. http://drbdc-law.com/lorne-e-berkeley/

Bill Levinson interviews the founder of Northstar, One of the Nation's Top Facilitators of Premium Finance Cases. Northstar Funding Partners (NSFP) has provided finance life insurance solutions for two decades and has funded over 1,000 transactions for financial services professionals nationwide! Our approach is based on comprehensive sales support, a broad range of lender partners and cutting-edge technology – all engineered to make our clientele more efficient and effective. When using NSFP you can have complete confidence that you have delivered the most competitive and carefully designed premium finance loan available.  Check us out online: Legacy Safeguard Link: https://www.carylevinson.com/marketin... IUL Masterclass:https://pages.stonewoodfinancial.com/... MAP Incentives:https://www.carylevinson.com/annuitie... Agent Back Office Site: https://www.carylevinson.com/ Facebook: https://www.facebook.com/LevinsonandA... Twitter: https://twitter.com/@LevinsonAssoc LinkedIn: https://www.linkedin.com/company/levi... Podcast: http://levinson.libsyn.com/ Youtube Library: https://www.youtube.com/channel/UCFG1... Instagram: https://www.instagram.com/billylevinson/ Free Scholarship Page: http://yourfreecollegescholarship.com/

Check out the latest motivational video from a local agency meeting! Check us out online: Legacy Safeguard Link: https://www.carylevinson.com/marketin... IUL Masterclass:https://pages.stonewoodfinancial.com/... MAP Incentives:https://www.carylevinson.com/annuitie... Agent Back Office Site: https://www.carylevinson.com/ Facebook: https://www.facebook.com/LevinsonandA... Twitter: https://twitter.com/@LevinsonAssoc LinkedIn: https://www.linkedin.com/company/levi... Podcast: http://levinson.libsyn.com/ Youtube Library: https://www.youtube.com/channel/UCFG1... Instagram: https://www.instagram.com/billylevinson/ Free Scholarship Page: http://yourfreecollegescholarship.com/