The Bill Levinson Experience

If Motivation, Inspiration, Determination and Enthusiasm are all important to you, you must listen to Bill Levinson, the fastest growing Insurance Brokerage IMO in the country. Bill will help you “stay on track” with both your business and personal goals as he explores not only Insurance sales and Marketing ideas, but concepts and thoughts to help you through life itself. Spending 30-40 minutes with Bill will guarantee you more success in all facets of your business and personal endeavors. He will have an immediate impact on your growth not only in business, but in your life, as well. Get ready for the Bill Levinson Experience….there’s nothing like it, anywhere, guaranteed!

Episode 59: Generate Your Own Life/Annuity Leads! Automate Social Media, Ad's & Websites W/ Coach Danny! 06/18/2025

Episode 58: Listen To Bill Interview an Insurance Executive At The Top of Her Game! 06/18/2025

Episode 58: Listen To Bill Interview an Insurance Executive At The Top of Her Game! 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 /episode/index/show/levinson/id/37055520

Episode 57: Listen To One of Our Top California Agents Share His Own Sales Strategy, Selling Tips & Success Stories! 05/05/2025

Episode 57: Listen To One of Our Top California Agents Share His Own Sales Strategy, Selling Tips & Success Stories! 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 /episode/index/show/levinson/id/36442265

Episode 56: Listen & Learn From Grant Z., Who Created A Successful Agency In A Relatively Short Time! 02/25/2025

Episode 55: The 2024/2025 Annuity Sales Environment With Coach Chris & Bill Levinson 12/23/2024

Episode 54: Bill Sits Down w/Alec Luaces, A Successful 29 Year-Old GA with 42 Agents & Growing! 10/18/2024

Podcast Episode 53! "Life Settlements Today & How Can You Use This Strategy To Help More Clients" 09/03/2024

Elite Sales Coach & Creator Of The 60 Second Close Sits Down With Bill & Cary Live! 06/21/2024

Episode 51-Bill interviews Dawson, A young, amazingly successful Levinson Life & Annuity General Agent 05/13/2024

How Agents Can Leverage AI, Chat Bots, Google Analytics, SEO and Blogs to Accelerate Business! 04/01/2024

Bill interviews Mike Savage, a Tony Robbins Life Coach, and Emmanuel, a top-producing General Agent! 01/26/2024

Bill sits down with Standard Life and Casualty Insurance Company President Todd Tippets to discuss industry trends, Insuremenowdirect, products, tech & sales strategies! 11/28/2023

Bill sits down with Standard Life and Casualty Insurance Company President Todd Tippets to discuss industry trends, Insuremenowdirect, products, tech & sales strategies! Bill sits down with Todd Tippets, President of Standard Life and Casualty Insurance Company, a Manhattan Life Company, as well as 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). /episode/index/show/levinson/id/28828368

"The New Way Life Insurance is Sold" Banner Life & InsureMeNowDirect Partnership Episode! 09/05/2023

Bill Sits Down With The Successful "Hill Financial Group" That Was Started During a Recession! 07/05/2023

New York Times Best Selling Author & Coach Tim Grover: “2023 Levinson Agent Expo Message" 06/08/2023

NFL Pro and Former 1st Round Draft Pick Breshad Perriman Discusses his Personal Motivations and What It’s Like to be Teammates With Tom Brady 04/14/2023

Leveraging Social Media, Paid Ads, SEO & Website Traffic In 2023! 02/17/2023

The Levinson Team presents 2022’s Best Tools, Products and Technology for Our Agents 01/06/2023

New, Instant Decision, Fully Convertible, $2million D2C Term Life launches on Levinson platform today! 11/07/2022

Levinson's Co-Op FEX & $1mil Life Leads Training Webinar & Launch Episode! 09/23/2022

Episode#40 Features a Levinson Senior Market Agent Who Opens Doors to Life Sales Every Day! 09/19/2022

Episode#40 Features a Levinson Senior Market Agent Who Opens Doors to Life Sales Every Day! 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. /episode/index/show/levinson/id/24421623