Testimonials
Our client feedback
Don’t take our word for it. Trust our clients.
Filled with a lot of great information today, This is exactly why Im shifting everything over to Levinson & Associates. And also the wonderful people in the office that I have been in contact with so far. A+++
– Andrew
I wanted to let you know that I just closed a 10K target IUL case from your leads. Thank you.
– Dave
Team, thanks for your help yesterday, my client is scheduled for Sunday and is doing a $500 per month IUL. This came from a $30 lead.
– Ian
Thank you, Bill. And thank you with everything regarding Mr. Reynolds and PacLife. The technology you’ve created and implemented are a joy to use.
– Rob
Thank you for taking the time to clear this up today. I appreciate that you dealt with it rather than just making me feel like another agent in the system. I have worked for other IMO’s where agents are just an agent number in the system without a face and voice. Thank you for not being another one of those. I appreciate your team and their willingness to help me, the frontline agent.
– Chris
I absolutely was amazed at the passion and great leadership at Levinson, I wish I would have started with them to begin with! Easy to use platform and their staff stays on top of things on the backend!
– Chelsea Johnson
Hi Team, that’s how all IMO’s should operate, which is to release their Independent Agent when requested without any delays. I am thrilled to work with Levinson. The assistance and professionalism here is unparalleled. That’s a game changer for me. Don’t change that please. Thanks for all your assistance. I will be bringing some more carriers as the time-period expires.
– Kerwyn
Thank you, Levinson Agency, for all the great tools, top commissions, marketing programs, and underwriting expertise. I appreciate, Bill, Andrew, Josh for the timely help with any problem. Thank you, Cary, for starting with intelligence, high ethics and hard work.
– Michael Carolus
I have been getting the leads for a few weeks now and they are awesome. I have spent time with many vendors for call back leads and have had minimal success. These leads seem like layups. I can expect no less than 5x ROI on a bad batch and I have been getting close to 10 ROI or more. Thanks for adding this option.
– Dave
Levinson & Associates are committed to your success. I ‘ve been with them for over 17 years of my 28 in the business. The best IMO in the industry. And frankly they make me a better agent. Bill, Cary, Ena Levinson treats you like family
– Richard
I want every Agent and Broker in America to know That Levinson & Associates is “Best In Show” within the IMO division. Not even a close second! Their webinars have a terrific pace and are always positive & upbeat. Better yet take something away from them every time. Andrew Paris is my go-to. He is a pros pro. Extremely knowledgeable, trustworthy, and consistent. The entire organization follow up and follows through. What more could anyone ask for in partnership? Hop on one of Bill Levinson’s Webinars and see for yourself. You will be impressed.
– Scott W.
Just closed my first online sale with Surebridge using insuremenowdirect URL for my website. Great URL for those add ons that many people are looking for.
– Ronnie Paradiso
Thank you so very much to all the team @ Levinson! Your amazing knowledge and willingness to help every agent out there, rookie or not certainly doesn’t go unnoticed!!!! My learning of all your amazing products is certainly crucial to the well-being of my family. Although, I still feel like a rookie …. your staff has made me feel so comfortable and made each and every platform so interesting! Thank you for the Tuesday motivational quotes, the Levinson experience and so much more! God Bless you all @ Levinson and be safe!
– Rosie & Roy V.
I’d like to thank Andrew and Cary for taking the time to help me assist a very analytical client, the product solves all of her issues, Return of Premium Rider in years 20 & 25, if she becomes sicks, she has the Chronic Illness protection until 100. On top of that, during the time on CLAIM your entire premium is WAIVED. It feels good to match my clients with the best products and benefits. She thanked me a few times and were good to go!
– Ian
I just want to say how great your annuity team is now. In this technology world, we live in people tend to criticize rather than compliment. I just want to say that Ashley was a god-send. She is attentive and knowledgeable. Josh is great too, but that is old news! lol.
– Stuart F.
You are an “Insurance Rock Star” with your Podcast / technology / Agency / Resources / I recently started submitting business with your agency from using other FMO’s exclusively. I realized that your Agency differentiates from the other IMO/FMO/NMO with the value you add. It is more than just providing carriers and high-level contracts. You/Agency go beyond that. I am looking forward to submitting much more business and using all your resources. It is a pleasure working with everyone, I have come in contact with in your office. You and Dad are real mensches!
– Richard Rosen
I’m a new agent just learning the ropes, and all of your teammates, guest speakers, podcast, live webinars and especially positive Tuesday messages are incredible! Truly appreciate all you do!
– Roy
Hi Bill, WOW! What a great webinar this was. Very exciting, and what you have worked on and put together, is a real winner. Congratulations to you and your team. “Success is, when preparation meets opportunity.” And, as part of my preparations, I would like to sign up for SWYS link, and to have access to the insuremenowdirect.com network.
– Hal
Dear Bill, I am an older agent who was retired and recently returned to the insurance industry. I wanted to write you to help you to encourage older agents to be a part of what you are doing. It is harder for us to do the research and to retain every detail of the business and products on our own. We may not be as sharp as we once were, but with your help, we can still help others. You have given us tools that were at one time not available in this business. Thank you for being open to new ideas and sharing them with your agents who can then share them with the public and with businesses. You are much appreciated
– Patricia
Today was my second webinar and I was moved by the quality of the presentation. Some of the tools mentioned I had never heard of and I wish I would have discovered you many years ago. I believe I also would have been a TOT member. I made MDRT nine years running and took a left turn in returning to the classroom, but in the latter stage of my life, you are inspiring me. Thank you for what you do.
– Mac
Once again, it was a done deal only with your help and ability to reach a decision maker at the insurance carrier. Your ability to pick up the phone and as a true professional, explain the circumstances and often get a positive response, is immeasurable. I don’t take it for granted, and I don’t expect in every case you will prevail. But if we were keeping score, you would be a consistent Super Bowl Champion Quarter Back!
– Alvin K.
Thank you so much for caring about me. not as an agent but more importantly as a human being.
– Michael
“I’m converting these leads like nobody’s business since I switched over to Ringy. I was using an automated dialer before, and clearly that was not the best practice. I have more leads than I can handle now! Thank you, Levinson!”
– John
“I truly love being a part of the Levinson group. You guys are truly amazing! I believe in helping people and getting the protection they need!”
– Cylinda
“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.
FEX LEADS SUCCESS!! My experience with the Levinson Lead Program was great! Levinson has an easy-to-use final expense quote engine and carriers that make the application process very easy. The script worked well as I closed 15% of my leads in 30 days, and because of the guaranteed 20% closing rate I know I ‘m going to get the most out of my leads compared to any other lead vendor on the market!
– John
Bill, I’m Happy to give you the deserved feedback, You and your dad do a spectacular job managing your great life insurance agency. I find it extremely admirable that the two of you contribute to such significant financial benefits, peace of mind, and happiness to many thousands of families throughout our great country. Congratulations on all that you both do together and for what tremendous examples you are of being great men and a very inspirational father and son team.
– Eddie L.
Always a great wealth of information! I am fairly new to the Levinson and it is my best Career decision to date.
– Dee Marie
I have been in the insurance business for many years and have worked with a lot of FMO’s. I would like to thank and certainly compliment Cary and Bill Levinson for creating a culture that shares my values as a BGA that they do what they say they are going to do. They have extended themselves along with Andrew Paris and by extension their contracting and new business teams to always do the right thing and to this day they have not let me down, in face they have gone beyond that to help me out. Like any of us, our word is our bond and they have kept it each time so thanks Cary and Bill and let’s keep the journey going.
– Tim
“Thank you everyone for all your help. Could not have done this without the tremendous support provided by this team.”
– Julian
“Thanks to Heidi, Paola and Jerisma for NEVER leaving me waiting for any assistance that I need. I feel like Family!”
– Frank
