Levinson & Associates

2026 Training Event with Mutual of Omaha! Exciting Updates & Announcements!
2026-03-12 14:00 - 15:00 (America/New_York)
2026 Training Event with Mutual of Omaha! Exciting Updates & Announcements!
Thursday, 03/12/2026@2PM EST!
https://register.gotowebinar.com/#register/2030499362340942933

Women and Wealth: Turning Risks into Readiness
2026-03-11 14:00 - 15:00
Women are expected to control $34 trillion in U.S. assets by 2030. Are you positioned to serve them?

Join Lori Seaton and Lori Salmon to explore:

Opportunities created by the Great Wealth Transfer
How to better serve female clients
Insights from North American’s research

Market data and recent studies show an incredible wealth transfer taking place in which women are estimated to control $34 trillion in US assets by 2030. Join us for a live webinar hosted by Lori Seaton, North American Head of Market Enablement, to learn about:
• Opportunities the Great Wealth Transfer might present for your business
• The critical role financial professionals can play in meeting clients’ needs
• North American’s unique insights into female consumers based on our latest research study

Agency Automator Live Demo Training
2026-03-11 14:00 - 14:30, 2026-03-04 14:00 - 14:30, 2026-02-25 14:00 - 14:30, 2026-02-18 14:00 - 14:30, 2026-02-11 14:00 - 14:30, 2026-02-04 14:00 - 14:30, 2026-01-28 14:00 - 14:30, 2026-01-21 14:00 - 14:30
Click Link to Join:
https://global.gotomeeting.com/join/550360733
Dial in using your phone:
(571) 317-3112
Access Code:
550-360-733

Two new DI products that strengthen business protection
2026-03-10 11:00 - 11:15
Financial professional webinar
Two new DI products that strengthen business protection
Business owners have an increased interest in business protection solutions, and your business expense protection solutions just got stronger—Principal® Overhead Expense and Principal® Business Loan Protection.
Join our panel of experienced professionals to learn more about how these two new products give you even more to work with—so your clients can keep their business working.
In this 15 minute webinar, we’ll share:

The need for business protection from an owner’s disability.
How Overhead Expense and Business Loan Expense products strengthen your business protection solutions.
The value, simplicity, and flexibility of the new and improved products.
Taxation considerations, practical sales ideas, and resources available that financial professionals can use with clients.

2026 IUL Training Event With Allianz Life! Accelerate Performance & Momentum!
2026-03-05 14:00 - 15:00
2026 IUL Training Event With Allianz Life! Accelerate Performance & Momentum!
03/05/2026@2PM EST
https://register.gotowebinar.com/register/1895524414120820831

The Future of Illustrations: A First Look at WELiS
2026-03-02 16:00 - 2026-03-30 17:00
Be among the first to explore WELiS, iPipeline’s new browser-based illustration platform.
We’ll walk through key features, what’s changing, and how WELiS can help streamline your illustration process.
Join us for a live introduction to WELiS, the browser-based illustration platform from iPipeline, built specifically for the life insurance and annuity industry.
WELiS offers a faster, more flexible experience with compliant, customizable illustrations accessible on desktop, web, and mobile.
This webinar will highlight key features, explain what’s changing, and show how WELiS supports a more efficient, modern illustration process.

2026 Life Insurance & Disability Training With Assurity Life! New DI Plan Rollout!
2026-02-26 14:00 - 15:00
2026 Life Insurance & Disability Training With Assurity Life! New DI Plan Rollout!
Thursday, 02/26/26@2PM EST
https://register.gotowebinar.com/#register/6049540916418932829

AIN EVENTS | The Business Owner Playbook: From Bonus Plans to Buy-Sell Solutions
2026-02-24 14:00 - 15:00
Where are the majority of large cases coming from in 2026?
It’s likely the business market.
Today’s estate tax exclusion limits are high enough they are only relevant to the ultra-affluent, making executive benefits and buy/sell planning a clear “pivot” for advisors seeking new planning-centric sales opportunities.
That makes brushing up on the current state of business planning in our upcoming session with Andrew Rinn at North American a great idea.
He’ll walk through a straightforward approach to educating advisors and clients on the fundamentals, equipping your team to work confidently in this space, and introducing a team of experts at North American who can help you bring these cases to successful conclusion.
Topics include:
Executive Bonus/REBA
Split Dollar in Action
Buy-Sell Techniques

Q1 2026: Quarterly Annuity Updates Webinar with Coach Chris!
2026-02-12 14:00 - 15:00
Q1 2026: Quarterly Annuity Updates Webinar with Coach Chris!
Thursday, 02/12/2026@2PM EST!
https://register.gotowebinar.com/register/6199597865419288667

HonestLTC Deep Dive (12 Feb)
2026-02-12 13:00 - 14:00
Join us to learn about the benefits of HonestLTC, our new, simplified, traditional long-term care product is built to maximize benefits for your client while keeping costs low.

AuguStar Academy: Drive business with Boomer clients
2026-02-11 16:00 - 17:00
Register Now

Just as each generation is shaped by its unique cultural milestones and experiences, each one also brings its own priorities and perspectives to the workplace. Understanding what speaks to your co-workers and clients can help you increase your productivity and land more business.
With nearly $70 trillion in buying power,1 and entering retirement at unprecedented levels, Boomers still represent a massive opportunity for financial professionals and a substantial potion of the workforce.
Join us as generational expert, radio host, podcaster and national speaker Cam Marston explains what resonates with them, how to win them over and tips to drive life insurance and annuity sales with Boomer clients.

Sales Ideas for Selling Children's Life Insurance Policies
2026-02-11 14:00 - 15:00
Sales Ideas for Selling Children’s Life Insurance Policies
Learn how to position children’s life insurance as a simple, affordable way for families and grandparents to protect a child’s future by locking in lifelong coverage early.

Wednesday, February 11 at 2:00pm EST
Hosted by Michael Brandenburg

REGISTER FOR FEBRUARY 11

HonestLTC Deep Dive (11 Feb)
2026-02-11 13:00 - 14:00

HonestLTC Deep Dive (10 Feb)
2026-02-10 13:00 - 14:00

New Long-Term Disability Income Protection+ | Broader Placement. Better Outcomes.
2026-02-10 12:00 - 12:45
New Long-Term Disability Income Protection+ | Broader Placement. Better Outcomes.
Long-term disability has been a revenue drain for many agencies—but it doesn’t have to be. The middle market represents a massive opportunity if you have the right tools to move faster, reduce friction, and close more cases.
Join Sophie Norman, VP of Strategic & Digital Partnerships, and Scott Zagurski, SVP of Marketing & Digital Experience, to learn how agencies are turning long-term DI into a scalable growth line by eliminating underwriting delays, simplifying policy design, and improving placement rates.
In this session, you’ll learn how to:
– Unlock the long-term DI opportunity that’s already in your book
– Shorten the path from quote to issue
– Build flexible policies that close more cases
– Turn long-term DI into a repeatable growth engine
Built for agencies. Designed to sell. Ready to scale.

Launching Income Protection+: Modern DI Sales Strategies for 2026
2026-02-10 11:00 - 11:45
Launching Income Protection+: Modern DI Sales Strategies for 2026
Income protection conversations are changing—and agencies that adapt will win more business in 2026.

On February 10, we’re hosting a short strategy webinar focused on how to position modern income protection solutions more effectively, using the upcoming
launch of Assurity’s new Long-Term Disability Insurance Income Protection+ as the backdrop.

We’ll cover practical, sales-ready topics, including:

Reaching the “missing middle”—Accountants, Teachers, and RNs
Smarter case design using flexible options to fit real client budgets
Reducing application friction with streamlined underwriting approaches

This is a focused session designed to deliver actionable ideas you can apply immediately as you plan your Q1 sales strategy.
Save my spot for the February 10 webinar

Living Benefit Life Insurance Crash Course With Corebridge Financial & Special Guest!
2026-02-05 14:00 - 15:00
Living Benefit Life Insurance Crash Course With Corebridge Financial & Special Guest!
Thursday, 02/05/26@2PM EST
https://register.gotowebinar.com/#register/6319543588788117595

An Easy Bridge to Cross : Cross-selling to Medicare Clients
2026-02-04 14:00 - 15:00
An Easy Bridge to Cross – Cross-selling to Medicare Clients
Naturally approach life insurance conversations with existing Medicare clients, using simple, guaranteed products that address final expenses and legacy planning.
Wednesday, February 4 at 2:00pm EST
Hosted by Karen Barr
REGISTER FOR FEBRUARY 4

New Rapid Decision IUL Launch Webinar With Living Benefits!
2026-01-29 14:00 - 15:00
New Rapid Decision IUL Launch Webinar With Living Benefits!
Thursday 01/29/26@2PM EST
https://register.gotowebinar.com/register/3957096620863538268

Guaranteed Life and Grow-Up Plan Cross-Sell
2026-01-28 14:00 - 15:00
Guaranteed Life and Grow-Up Plan Cross-Sell
These two products go hand-in-hand, due to having similar buyers.
Revisiting these clients can be beneficial because if they bought one product, they can be a strong candidate for the other.
Wednesday, January 28 at 2:00pm EST
Hosted by Tonya Springer

Tactical Tuesday | The Dollars and Sense of Qualified Plans
2026-01-27 13:00 - 14:00
Register for Tactical Tuesday | The Dollars and Sense of Qualified Plans

Tactical Tuesday | The Dollars and Sense of Qualified Plans
Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.

Celebrate Financial Wellness Month by helping business owners save time and money by implementing a qualified plan today.
Almost one-half of U.S. workers lack access to a workplace retirement plan.1
During this webinar, we’ll break down what small business owners need to know about qualified plans by answering three important questions:

Why should a small business consider a qualified plan?
What are the types of qualified plans?
What are the tax benefits of a qualified plan?

Program knowledge level: Overview

Qualified Plans:
A Strategy that Makes Both Dollars and Sense
Tuesday, January 27
1:00 p.m. ET; 12:00 p.m. CT

More for the money: Maximizing long-term care and death benefit needs
2026-01-27 12:00 - 13:00
More for the money: Maximizing long-term care and death benefit needs
DATE: January 27, 2026
TIME: 12:00 pm EST | 11:00 am CT
SPEAKER: Cellou Diallo, Regional Sales Consultant

2026 Updates To Our Insure Me Now Direct D2C Sales Platform!
2026-01-22 14:00 - 15:00
2026 Updates To Our Insure Me Now Direct D2C Sales Platform!
Thursday, 01/22/26@2PM EST
https://register.gotowebinar.com/#register/6975438558728560734
