We are your advocate
Since 1972, Levinson has been an industry-leading, full-service marketing and distribution company with a laser focus on increasing revenues for our agents. With 90 carriers, 30 annuity companies, and the most talented underwriters in the industry, we work hard to ensure our agents have everything they need for a successful career. We have a state-of-the-art marketing program to increase our agent’s market opportunities and we have pioneered technology that seamlessly integrates into their business. We are more than an IMO, we are your advocate.
What we offer
i-Genius Sales Platform
All your case info in one place, at your fingertips, in an easy-to-use, no-cost sales platform.
Enter complex medical info, instantly view the correct class & premium from multiple insurance carriers, including substandard classes.
Insure Me Now Direct.com
Proprietary technology that allows your clients to quote, apply, obtain instant approval, and print their policies right from your website.
Top Agent Tools
Grow your sales with our Apps: Agency Automator CRM/Email Marketing, Levinson Mobile App, cutting-edge Term, UL, & Final Expense quoting tools.
Exclusive Agent Training
Start selling more! We offer comprehensive training, live webinars and podcasts, and an on-demand library of hundreds of topics.
Exclusive, fresh, responsive sales leads to help you sell more with less work in a flexible, cost-effective platform.
Free Scholarship Program
Lead generation program that delivers up to 1 free year of tuition at 400+ colleges and universities across the country, absolutely free of charge.
“With 38 years in the insurance and financial industries, I recommend Levinson & Associates as the top IMO of choice. Besides providing top products and contracts, they offer agents and agencies marketing tools and systems I believe every agent/agency should be using to build their business. A must-have relationship for any successful producer.”
“I wanted to share how grateful I am to have Amanda Montalvan’s support and expertise at my disposal. Life insurance is not the primary service I offer to clients, so it’s nearly impossible to provide clients with adequate information in a timely manner without her advice. She always responds promptly and makes me feel as though I’m the only agent she is working with.”
“Cary, I absolutely loved hearing you today and thought your messages were so true and meaningful, from your heart and inspiring. It did bring me back closer to my roots… we need to hear from you a little more. There aren’t too many that carry your passion, knowledge, and secrets for success. Thank you!!!”
“A long-time client needed to insure his single life pension, but received a Table 2 offer due to an issue with an old echo cardiogram. After obtaining a detailed letter from his cardiologist, Amanda approached several different carriers. A few declined, but one issued $300,000 of UL at a PREFERRED rate. Thank you Amanda for helping us help our client!”
“I would like to thank you for your diligence and profound professionalism in taking an extremely difficult and high risk case and seeing it thru to approval and implementation. At every turn we were faced with new circumstances and nerve wrecking findings and yet you were able to persevere with the utmost patience and professionalism.”
“The knowledge, creativity and expertise you and your associates possess is like no other agency I have worked with in my twenty years in the insurance industry! I look forward to working with you again in helping my clients achieve the peace of mind they are seeking in securing life insurance and helping to protect themselves and their families.”
“The team at Levinson is simply amazing! The knowledge and support they provide is just what an independent agent as myself needs! So happy to be working with them! Special thanks to Debra for being so kind and always willing to help!”
“As a 10 year veteran in the mortgage protection field working with thousands of leads and several dozen lead sources, I can honestly say that this is the best lead program I have ever seen, period. These leads are fresh, responsive and exclusive. The price point and flexibility make the ROI here phenomenal! What you have put together is a clear winner.”
411 Video Library
Levinson brings you the up-to-date info you need to stay in the know about all important trends, happenings, conferences, and events in the insurance and financial services industries.
Carrier and product news
Carriers are updating product information, sales requirements, filing deadlines, and more every day. Don’t miss any important information impacting your clients and sales.
Bill Levinson Podcast
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.
Podcasts are available on the following platforms: Apple, Youtube, Spotify, Stitcher