Top Reasons you should place your Fixed & Indexed Annuity business with Levinson & Associates!
You have questions, we have answers. Josh Hoffman, our Annuity Marketing Director, has over 25 years of home office experience. He will personally help you with product selection, case design, guidance, and offer any assistance you may need to help you and your prospect attain desirable goals. Janet McGinnis, our Brokerage Manager & Suitability Consultant, can assist with application suitability guidelines, reviewing financial information as needed, based on suitability red flags provided by carriers as well as product selection. She can help you to gather additional information needed to gain a more expedient suitability review at the carrier level.
1) Full Portfolio of Fixed Annuity Products
We offer a diversified annuity portfolio of more than 100 products from top-rated carriers that are consumer and producer friendly including multi-year guaranteed annuities, bonus annuities, fixed index annuities, single premium immediate annuities, and deferred immediate annuities.
2) Full Service Support
Every application you submit to Levinson will be assigned to a specialized case manager to review for potential issues before sending to the carrier. Our case managers will work closely with our carriers and deliver you a detailed status update. Our licensing and contracting, sales support, and commissions team ensure policies are issued as quickly as possible.
3) Carrier Support
Our multiple carrier relationships give us access to dedicated representatives who provide additional support, training, educational webinars , producer training seminars, online training, and access to internal sales desk resources.
4) Tools & Resources
Our Annuity team is knowledgeable and most willing to providing you valuable insight to help grow your practice! Our Annuity Product Summary Pages and Product Matrix Tools will help you dial in to the perfect product for your client.
5) Guaranteed, Predictable Solution
Whether your client is seeking accumulation and growth products or income-orientated products, we are able to offer options for fixed annuity products that can offer solid guarantees that can provide your client with predictable payouts and guaranteed interest rates.
6) Top Compensation
You can always count on Levinson & Associates for fair and generous compensation. Ask us how you can earn additional annuity commissions with our programs like “Cash for Contracting”, “Kick Assets” and our other Annuity promotions and incentives.