Episodes
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.
Published 02/14/21
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...
Published 01/17/21
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!  
Published 12/09/20
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...
Published 11/19/20
Check out Bill's interview with a Top Lead vendor and see how agents can access exclusive lead discounts as well as a turn-key online sales platform!
Published 11/06/20
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...
Published 10/30/20
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...
Published 09/24/20
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...
Published 08/14/20
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...
Published 07/04/20
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.
Published 05/22/20
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...
Published 04/09/20
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.
Published 03/23/20
Bill Levinson interviews Jorge Soler, a 27 year old Kansas City Royal and 2016 Chicago Cubs World Series Champion. Jorge and Bill talk about what it takes to maintain top level success while simultaneously staying grounded.
Published 02/21/20
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!
Published 02/07/20
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...
Published 01/23/20
Bill Levinson interviews one of the Top Annuity Experts on the state of the Annuity Industry.
Published 12/13/19
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.   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/
Published 11/18/19
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...
Published 10/17/19
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:...
Published 10/17/19
Bill Levinson dives into the ultimate lead generating platform "Legacy Armour" Bill and Sahar review how the platform was founded and how agents can use the platform to generate unlimited leads and generate additional revenue to obtain 200%+ commissions on each sale! Legacy Armour is the latest cutting-edge, revolutionary technology that will help you be more efficient, stay relevant, and allow you to protect more people more quickly with a unique life monitoring system.   Check us out...
Published 09/26/19
Paul Feldman is the president and publisher of InsuranceNewsNet.com, InsuranceNewsNet Magazine, and AdvisorNews.com, which serves hundreds of thousands of subscribers in the insurance and financial advisory industry. With over 25 years of industry experience, Paul works with and consults some of the world’s largest insurance and marketing organizations. If you are looking to “become your best self,” purchase Paul’s book “Ignite! The Burning Secrets Of Exponential Growth From The Greatest...
Published 08/15/19
Check out a Life 101 Training Class hosted by Levinson & Associates founder, Cary Levinson
Published 07/15/19
Listen in as Bill Levinson interviews one of our top insurance agents that barely leaves the house!  Hear how the agency “Doctors Benefits” was built, and how they have transformed their practice to be able to work in an almost exclusively virtual environment. Emmanuel also offers career advice on how to stay focused and positive in life and business in general!
Published 07/01/19
In 1996, Bill founded iPipeline with the mission of developing technology tools that enable insurance companies and their agents to market, sell, and process insurance faster. Bill Atlee discusses his advice for professionals to stay focused and disciplined.
Published 05/24/19
Joe Ross is responsible for driving sales results through the sales team and independent distribution partners. Additionally, Mr. Ross develops and delivers sales concepts and strategies that maximize productivity, while improving overall core selling skills for agents. He has more than 40 years of industry experience growing insurance and annuity distribution in the independent agent channels.
Published 05/17/19