Episode 58: Listen To Bill Interview an Insurance Executive At The Top of Her Game!
Release Date: 06/18/2025
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 Take control of your prospecting and lead generation, and stop relying on outdated lead vendors with huge expenses and little results!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...
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Episode 54: Bill Sits Down w/Alec Luaces, A Successful 29 Year-Old GA with 42 Agents & Growing!
The Bill Levinson Experience
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...
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Podcast Episode 53! "Life Settlements Today & How Can You Use This Strategy To Help More Clients"
The Bill Levinson Experience
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...
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Elite Sales Coach & Creator Of The 60 Second Close Sits Down With Bill & Cary Live!
The Bill Levinson Experience
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...
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Episode 51-Bill interviews Dawson, A young, amazingly successful Levinson Life & Annuity General Agent
The Bill Levinson Experience
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! Bio: "Dawson Sullivan is an Insurance Broker with nearly a decade of experience in the insurance industry with expertise that covers all lines of...
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How Agents Can Leverage AI, Chat Bots, Google Analytics, SEO and Blogs to Accelerate Business!
The Bill Levinson Experience
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...
info_outlineListen 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)
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