GREAT news! Securian Financial has launched a data feed from the Minnesota Life illustration system to our IUL Software Platform.
Your client’s Minnesota Life illustration data will now flow directly into your IUL software reports – no typing needed.
The 2018 I-Pipeline results are in and I couldn’t be prouder or happier to be a part of the Levinson team after seeing the results for last year. To say we improved over 2017 is an understatement. According to I-Pipeline statistics for 2018, we were the #1 IMO in the entire country for agents who used I-Pipeline as a quoting tool. We were the #1 IMO in the country experiencing the highest growth percentage. We were the #4 IMO in the country submitting e-applications through I-Pipeline. And how impressive is it that Levinson & Associates had the highest percentage of growth in agent recruiting, including a 34% increase in total premium over 2017. Finally, Levinson was the #3 IMO in new contracts submitted. These results are amazing considering the growth in every category. And of course growth is the lifeblood of every organization, but we’ve never lost that family-owned feeling when our agents call for service, quotes, case status or advanced case design. So thank you to all of our 15,000 plus agents across the country….you made 2018 a year to remember for all of us, forever. At Levinson & Associates, we’re changing the life insurance and annuity landscape for the better each and every day.
Bill Levinson and the Levinson team
The solution streamlines and simplifies life insurance marketing and sales by letting agents run one search across life insurance carriers to return multiple consumer purchasing options.
Newberry College, whose strong focus on affordability includes a unique post-graduation “Loan Repayment Promise”, has joined the SAGE Private College & University Enrollment Consortium. 20 Lutheran-affiliated colleges now accept SAGE Tuition Rewards points. The Levinson Scholarship Platform has been helping agents open new doors year after year.
Ameritas’s FLX Living Benefits IUL is now available in all modules of the I-Genius software.
Our tools are designed for one bold purpose: To unlock the power of Indexed Universal Life so you can transform your business.
With the IUL software and turn-key marketing programs, you get access to proven IUL sales stories and the tools to close business with them.
Seminars and meeting scripts for prospecting. Brochures and handouts for client meetings. Customized IUL proposals to close business. Our software and programs take you from “nice to meet you” to “nice doing business with you.”