The Levinson Team presents 2022’s Best Tools, Products and Technology for Our Agents
Release Date: 01/06/2023
Episode 64: AmeriLife CEO Scott Perry & Bill dive into Insurance Distribution, Diversification, Sales Strategies & The Vision Moving Forward!
The Bill Levinson Experience
Description: In this New Year episode, Bill Levinson & Scott Perry speak about the evolving insurance brokerage distribution channel, technology/AI changing the landscape, improving the agent/consumer experience, what it’s like partnering with AmeriLife, the latest industry M&A, the vision moving forward, Life/Health/Wealth diversification strategies & much more. Levinson & Associates was established in 1972 and AmeriLife began in 1971. Together we bring over 100 years of combined insurance distribution experience! Biography: As AmeriLife’s Chairman...
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Episode 63: Megan & Bill Discuss AI, Leads, Seminars & LeadStar Success Stories!
The Bill Levinson Experience
In this episode, Megan & Bill Discuss AI, Leads, Seminars & LeadStar Success Stories! Active Levinson Agents can access Complimentary & Exclusive LeadStar sales systems including Life, Health, Annuity, automated dialers, CRM, mailers, seminars, scripts, live transfers, preset appointments, trainings and more! Megan's Biography: With a bachelor's degree in marketing, Megan built her career through sales and customer service, gaining a deep understanding of how to connect with people and drive results. Licensed to sell Life, Health, and Annuity products, Megan combined industry...
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Episode 62: Bill, RJ & Ron Discuss What It Takes To Be a Top 10 Annuity Producer with Levinson!
The Bill Levinson Experience
In this episode, Bill interviews successful Levinson Agent Ronald, who shares his secrets and what it takes to be a top producer in today’s environment! His story is extremely inspiring and one that we can all learn from! His business model includes P&C, Employee Benefits, and Financial Services, primarily with Business Owners for over 25 years! Ronald's Biography: Ronald is an experienced Financial Consultant with a demonstrated history of working in the insurance industry. He possesses skills in Life Insurance, Annuities, Health Insurance, Risk Management, Property & Casualty...
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Episode 61 w/Kent! “One Of Levinson’s Top Agents Grows His Business 10x In ’25!”
The Bill Levinson Experience
In this episode, Bill interviews successful Levinson Agent, Kent. After 20+ years in the industry, Kent was able to re-invent himself and grow his business 10X in the past 1-2 years! Listen & learn from this valuable interview so you can capture these same strategies for your practice! Kent's Biography: Kent has 20+ years of experience with individual, group, & business Insurance sales. His strong professional background in banking and insurance offers an advisory approach to his business which results in strong and lifelong client relationships. Kent grew up in Durant, OK and...
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Episode 60: Bill Sits Down w/MDRT, CLU, CHFC 51 Year Veteran Levin Insurance To See What’s Working Well & How They Can Help Others!
The Bill Levinson Experience
Eddie's Biography: Eddie is from New Orleans and received his Undergraduate and Graduate Degrees ( BS and MBA) from Louisiana State University ( LSU in Baton Rouge, LA.) Eddie has been an Independent Insurance Agent for 51 years, continuing his education with the CLU Designation for 47 years ( Chartered Life Underwriter ), the ChFC Designation for 46 years ( Chartered Financial Counselor ), and through Membership in the Million Dollar Round Table ( 48 Year Lifetime Member and Member of MDRT’s Quarter of a Century Club ). Eddie is also a long-standing member for 48 years of...
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Episode 59: Generate Your Own Life/Annuity Leads! Automate Social Media, Ad's & Websites W/ Coach Danny!
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,...
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Episode 58: Listen To Bill Interview an Insurance Executive At The Top of Her Game!
The Bill Levinson Experience
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...
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Episode 57: Listen To One of Our Top California Agents Share His Own Sales Strategy, Selling Tips & Success Stories!
The Bill Levinson Experience
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,...
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Episode 56: Listen & Learn From Grant Z., Who Created A Successful Agency In A Relatively Short Time!
The Bill Levinson Experience
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...
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Episode 55: The 2024/2025 Annuity Sales Environment With Coach Chris & Bill Levinson
The Bill Levinson Experience
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...
info_outlineBill 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.