“I received the 2022 Elite Agent award. Needless to say, thank you so much! I was pleasantly surprised and honored. this means the world to me. Please extend my sincerest appreciation to the Levinson team. The triumphs that I am now experiencing have made the journey all worth it. Everyone at Levinson has truly played a pivotal role in my ability to persevere!”
– Keniti
“Hi Bill, I was intrigued when you mentioned the book Relentless, so I downloaded it on audible. The book really made an impact on me and has moved me to make some decisions that I have been putting off. I am sharing this with you because I made a huge decision and wanted you to know what your encouragement has made on my life. The decision was easy to make once “relentless” put the reasons squarely in my face as to why I was holding back. I made the decision to resign from my current business and am going full-time in partnership with you, your dad, and Andrew! We are going to design and implement Tax-Free Retirement Accounts via IULs and Annuities. I have sold them for years for P&C agents and other advisors … now just for us! Thank you, Bill, see you and everyone in April at the expo!”
– Scott
Being 38 years experienced in this insurance and financial industries, I recommend Levinson & Associates as the top IMO of choice. Besides providing top products and contracts, they offer to agents and agencies marketing tools and systems I believe every agent/agency should be using to build their business. In my opinion, a must have relationship for any successful producer.
– Anthony H.
I have been with Levinson & Associates for many years. It’s a truly amazing company with staff, back office and ownership that second to none. It is a caring company to be associated with, everyone there is patient, professional and knowledgeable. They recently introduced me to a CRM tool called “Ring”. The quality of leads are top quality and timely. You actually speak to professional prospects that are interest in protecting their families and speaking with you. Leads map and ingrate seamlessly right into the Ringy CRM. This has changed my business; these leads along with the most remarkable CRM tool that I have every seen is brining my sales to another level. Ringy support is agent friendly and timely. You can always reach them or they call you back within minutes.
– Thomas Zucchetti
I’m blown away by the support and professionalism of Levinson & Associates! I was able to write my first life insurance policy ever, a $2 million term, thanks to your staff. Christi, Andrew and Jerisma were instrumental in the whole sales process. And Bill’s weekly webinars gave me the education needed to get my feet wet. You are literally opening new doors in my career.
– C. Mason
Thanks for making the Mary Read Large Case Design webinar available, Bill. I’m in the process of getting contracted with yet another carrier now. I’ve already shared a little of this tax-saving information w/ my CPA to refer future business. He and I are looking to learning more, so that we can offer even more value to our clientele.
– Hayes
I had a client go on the insuremenowdirect.com and got a Haven life for her and her husband going on vacation. She was able to get it completed in about 15 minutes and was very excited!!
– Michelle Watson
I must give a Huge shoutout to Christi! I have recently begun writing individual life insurance (I have been selling group benefits for about 22 years). Christi has been so helpful it is hard to put in words. She is so knowledgeable and goes above and beyond the call every case. I am writing like crazy and doubtful one case would have been submitted if not for Christi’s expertise and support. Look forward to the continued success!
– Lynn
Just wanted to tell you that the team at Levinson is amazing! Just spent time with Robert and joining Levinson as a Life Agent! Robert was very thoughtful, thorough and helped me understand the benefits of working with your company. He has been incredible! Also, Josh, Andrew and Heidi. Thank you all.
– David
I recently had the BEST experience with Levinson & Associates! My Husband was formerly a Farmers Insurance Agent and we had several small term policies with them paying over $400/month. I logged on to the Insuremenowdirect platform and was able to get a single term policy with much better coverage limits for $177/month! As a small business owner and during challenging financial times as we transition to the Independent Agency this was HUGE for our family! I’m grateful and relieved! I’m so proud to have access to the platform and am excited to help so many families obtain affordable solutions especially in today’s economic climate! Thank you, Levinson Family and the Levinson team, for helping me get this setup and providing such a game changing toll for my self and my clients.
– Amber Z.
