October / November 2022:

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April 2022

March 2022

February 15th, 2022

February 11th, 2022 

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January 11th, 2022: 

December 28th:

December 21st: 

November 15th, 2021:

November 5th, 2021 

October 25th, 2021

Click Here To View Testimonials from the Levinson Agent Expo

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March 9, 2021

January 28th, 2021

January 22, 2021

January 12, 2021

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 O.

January 7, 2021

I wanted to give a hearty thank you to you all for 2020! I appreciated Levinson so much you all are terrific. By far one of the best general agencies I’ve ever worked with. I look forward to much success in 2021.

Also, I received the champagne flutes from Tiffany’s. Just another reason to be proud of the Levinson family. Thank you!

Harold H.

December 24, 2020

Your staff is very respectful and helpful at all times to my business.  If I started naming people I would leave someone out.  It goes without saying that 2020 has been a different year for everyone and my family has gone through a season of change.

We all have stories of overcoming enormous challenges which have made us the people that we are today.  However, it takes people like you to encourage, suggest the right product, keep the dream alive and hear a request for more free AA to get a business back on track.  I sincerely thank each one of you and your staff for being supportive in the good and bad times of life.  May 2021 be a year of strength to overcome, adapt and improvise.

Agent-Kent S

December 11, 2020

December 11, 2020

Hello Cary & Bill:

 I was on today’s 2pm webinar, so I was not available to take your call (Cary).  I wanted to thank you for taking the time out of your day to reach me.  For the founding person of Levinson & Associates to recognize, (out of a group of agents that affiliate with you that numbers in the thousands all over the country), a policy approval w/a rather pedestrian specified amount of $250,000 is pretty astounding to me.  Although I have been here for a short period of time, you guys pretty much check all the boxes.

Agent Steve C.

December 10, 2020

Just wanted to take a moment to express my gratitude for the team at Levinson & Associates.  I am a new agent and have recently contracted with your company.  I want to share my sincere thanks for each member of the team that has assisted me on my journey.

The entire staff gives me an incredible sense of confidence as I begin my new career.  I have had such a phenomenal experience with everyone including Michelle, Paola, Noah, Andrew, and Josh, I hope I’m not missing anyone! Robert Ridgeway has also been incredible, patiently guiding me as I learn the insurance business.  The team has been prompt, professional, courteous, helpful, and most of all extremely knowledgeable.  They have answered my endless questions with patience and grace.  I believe that they are truly dedicated to helping me be successful.

I have a great sense of faith embarking on this journey with the team of Levinson behind me! I just want to let you know how grateful I am for all of you!
Agent David P.

November 25, 2020

Hello Bill & Joe:

A short note.  I thought I would reverse Thanksgiving and instead, “give thanks”.  Although your staff overall deserves high praise, I wanted to spotlight Josh Hoffman.  I have been partnered with Levinson & Assoc. for only a short time – August this year.  While I am seasoned in financial services, I still have much to learn in the role an agent plays in field underwriting, which I had no real prior experience in.

In the role I have now chosen to assume, I must be more prepared (knowledgeable) about underwriting an applicant so I don’t set them up for failure.  This has been challenging, but Josh has been indispensable in “bailing me out” in several instances where a client was initially declined, and he has helped me to salvage the case with case analysis (i.e. discussing the pros/cons of one strategy over another), shopping it with another carrier, running a quote/illustration, making a contact on my behalf with numerous reps of various carriers he has relationships with to get missing pieces in a case back to me, or reaching me (after hours) at 7pm before he goes home for the day.

In these various cases, with his help, he has enabled me to be in position to “shift gears” with a client and do so without losing the confidence of the client that we know what we are doing!  In fact, so impressed was a client in one of these cases that he made the decision to join my agency as an agent! (he is in the process of carrier appointment right now)

I know you both are aware of the valuable team member you have in Josh, but I wanted to stop for a moment a share a few real life experiences with you, and that you might let Josh know how impactful his work is for agents like me in the field.  Thank you for seeking out the talent to back up my efforts to serve our clients!

Agent- Steve C

November 24, 2020

November 12, 2020

I just checked out the Final Expense Quote Engine..Great product!  Finally I have a way to compare final expense quotes all at once.  Thank you!

Agent- J.D.

November 10, 2020

Hello Bill:

It’s been a little while.  I wanted to let the process run its course before I was in position to summarize my results.  Basically, I ended up 1/3, which, if you’re a fan of baseball – that’s making pretty good “contact” right?  Suely and Dawn had no interest whatsoever, each was satisfied with what they had and having contact direct to the carrier was all they wanted.

Richard was a bit different, and he made up for the other two, (which is about how this business works).  After completing a needs analysis for them, we wrote and application for an IUL w/Ameritas with annual funding of $6,000.  I’m also going to try and get 2 IRA’s from them, and I’m also working with them and one of my contacts to get their mortgage refinanced to free up more savings.  I’m going to monitor a P/U & RV they are currently paying off, as this cash flow will be redirected to max-funding the IUL.   All our meetings were held virtually.

They also agreed to write a testimonial for us that will go on our new website (working w/Snoozy).  They live in Clarksville, which is in the panhandle, but I’ll probe and see what quality of COI he could be for us,,,

Thanks again for your willingness to send these orphans our way

Agent- Steve C

October 22, 2020

October 16th, 2020

Undisputed “BEST” in innovative efficient marketing concepts and forward-thinking tools and technology.

Constant updates and improvements. If you are new or seasoned agent, there are a multitude of opportunities

ideas and assistance to help achieve and receive the personal rewards you believe you deserve. Huge 24 hr. library


Thank you,      Bill Levinson!!!!


October 5th, 2020

October 1, 2020

Hey Bill and Joe……….just an update on the lead programs………it started off kinda slow, but by this afternoon, I have four deals done. That’s from 13 calls with four call backs to do, and the evening calls later today.

Agent -Rick

September 25, 2020

I have worked in house with one of the largest IMOs in the country that had over 200+ case managers, all kinds of marketing VP’s, etc. They pale in comparison to your commitment to the agent and the servicing of their business. I value our relationship very much. Thanks for being the best.

-Landmark Agency

September 19th, 2020

August 24, 2020

I’m grateful for everything you and everyone at Levinson does for me and all your agents.  Years ago I read a book called In Search of Excellence by Tom Peters.  In this book he talked about that there are always a select few companies that excel in every economic period including recessions because people will always seek out companies that they can trust, and has great support and customer service.  So much so that customers will go out of their way, including driving long distances, to go to one of these value-driven companies.  These companies were exceptional, not only by the way they treated their customers, but how they treated everyone in their organization.  This exceptional customer service is passed on at every level down to the customer.

This has been my experience.  On a scale of 1 to 10, I rate your company a 10+.  In my 45 years in business, my experience with most companies, even those I worked for as an employee, is that they don’t understand the true value of excellent customer service.  I rarely find companies that I would consider an 8 or 9.  If I do, I hang onto them with all fours.  Your company inspires me to promote it every chance I get.  I can see me having many agents and some agencies under me in the future and I have full confidence that Levinson will provide the same excellent support that I receive.

I really appreciate your podcasts.  The caliber of your guests through experience and knowledge is superb.  I’m able to soak in phenomenal tips that help my business grow.  Congratulations on developing an exceptional company.  Please pass this on to everyone in your company.  They all deserve kudos for doing a great job.

-Agent Rob A

August 14, 2020

August 13, 2020

Afternoon Bill,

Hope all is well with you and others at Levinson during these unprecedented times.  Bill, I continue to be impressed with the level of support I receive from your support personnel.  As you know, I am new to the Insurance industry, relatively new to Levinson, and totally new to Indexed Universal Life policy procurement.  I emailed Andrew with a question this morning and he appropriately forwarded my request to “New Business Support” and Jessica Uliasz.  Jessica was warm, helpful, extremely thorough and exceptionally patient. But more importantly, listened well and then offered a calming solution.  I’ve been a manager and leader in the business world for more than 25 years Bill, and I know what good listening skills, empathy, kindness, willingness to help, and professional demeanor feels and sounds like. That’s what I get from Andrew, Josh, Noah and now Jessica.  Great staff Bill!  This is how customer loyalty and retention is acquired and sustained.  I’m thrilled to be a part of Levinson & Associates, Inc.

Thanks for all you do!

Willie T

August 11, 2020

Todays webinar was magnificent. Perhaps they all are I just have not been active which I would like to change. I just passed AHIP this week for Medicare Advantage and had no time before caring for my mom who recently passed to Covid-19.

Now I have all day every day to make a positive impact in the live of others just as you all have done for years so successfully. Levinson Insurance Agency has raised the bar and thank you for the invitation and setting the example.

Very truly yours,

Bernadette B

August 6th,  2020

It’s great to see the positivity you both bring to not only insurance but life! In a divided world you truly bring people together! With your podcasts and webinars your energy flows out to your agents and beyond. You are the one who keeps your agents motivation in high gear , even during the most difficult times.

Agent- Scott

July 31st, 2020

July 9th, 2020

July 1, 2020

Good afternoon Bill, . I hope you and all your loved ones are staying safe and healthy. My name is Austin and I am 24 years old. I unfortunately lost my job due to COVID-19 and am at a slight crossroads. Both of my parents are in the insurance business and it is always something that I have been interested in. I am leaning towards obtaining my life and health insurance license and pursuing that industry for my career. I plan on taking the class in July and hoping to be licensed by August. My parents also introduced to your podcasts and I have been listening to them daily for the past few weeks and become more and more intrigued as each minute of listening goes by.I really do appreciate your podcasts and I look forward to new ones being released. Austin U

June 15, 2020

HI Mr. Levinson,
I wanted to thank you for providing a GREAT lead source through your firm. I have placed a total commission of $5500+ since 02/15/2020 with paying only $1200 out of pocket. That’s not including working my own book of business. Thanks again for having such GREAT employees such as Jerisma, Josh ,and Andrew that helped me put these together. WE can do AMAZING things as a TEAM.
Jerry W

June 9th, 2020

May 15th, 2020

Hello Levinson,

I just wanted to take a minute tell the Levinson organization how grateful I am for given opportunity to use the Levinson System for Success.  Paola Ortiz has always answered phone; given and steered me in the right direction, Andrew and Joe have worked closely with to be sure I am on the right track to success. I am working closely with them to set up Levinson System for Success. Everyone has been extremely helpful with guidance with email.

Agent- Patrick C

May 5th, 2020
Great seminar today, concise and informal! Between Haven’s immanent approval and some pending business opportunities, life is good! Thanks for everything!
Tim L

April 24,2020

I just wanted to take a minute tell the Levinson organization how grateful I am for given opportunity to use the Levinson System for Success.  Paola Ortiz has always answered phone; given and steered me in the right direction, Andrew and Joe have worked closely with to be sure I am on the right track to success. I am working closely with Kevin to set up Levinson System for Success. Kevin has been extremely helpful with guidance with email compliance, Marketing Best Practices I have included my link to Hawk Health Markets, and you are free to show this as a completed website to anyone who considering   Levinson System for Success

March 20, 2020

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

February 28, 2020

I’d  like to let the record show that I truly appreciate how supportive your agency is towards its agents!  I work with some group who could care less if their family members are happy when they’re of the magnitude of your field force.  That family aspect goes a long way, which speaks to your organization’s success, and is a perfect synergy with the family aspect we operate with here.  Talk soon. LSW VP

February 1, 2020

Bill, I wish I had met you guys years ago.  The level of integrity far exceeds anyone I have met in many, many years.  Again, thank you,

Agent- Dan

I just want to tell you how much I enjoyed our meeting and the personal attention you afforded me yesterday. My time there was well spent, for sure! Please tell Cary, Bill, Joe, Ginelle and the reception staff! it was great to finally meet them all in person. Looking forward to following up with next steps. I will be recommending some of my colleagues to establish a relationship directly with you.

“My Levinson experience was terrific!”

Agent- Tim

January 17th, 2020

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!.

Agent- Ian

January 15th, 2020

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.

-Agent Stuart F.

January 1, 2020

Agent- Lauro

December 9th, 2019

In general, Andrew Paris always provides me with exceptional service with my clients.

Earlier this week I offered an existing client of mine a living benefits term policy.  She loved the concept of having these benefits although some of her questions I wasn’t able to answer.

I called Andrew learned how the Chronic Illness pays out.

After three 1 hour phone appointments the client decided to move forward last night on a 600k/20yr living benefits plan for $346.75 a month.  Last year she was approved at preferred with Lincoln and her health is still the same.

Thank you again Andrew for your superior service & learning with me on the differences from both Carriers. In a way I’m glad my client challenged me because I offer these products all the time.

Agent- Ian

December 3rd, 2019

This is why I do business with you guys.  EVERYONE is willing to help you reach your goals and ALWAYS has the client best interest in mind.. I appreciate all that you do..   How many people are in the office at lunch time.   I am going to see what I can do to have lunch catered in one day soon.  Any suggestions..

Agent- Paul

November 26th, 2019

Today’s webinar was well done as usual, these webinars and all the technology is why I decided to come on board with Cary Levinson. Keep up the excellent work, you guys show that you want your agents to succeed by constantly adding to the tool box. Just sayin!!!!

Agent Nick

November 4th, 2019

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!

Agent- Richard Rosen

October 12, 2019

I know this is overkill but I have to give you credit with your grooming of Joseph and extend a huge appreciation to your staff members Jessica, Andrew, Angela, Ronnie, Cary and your mom for their amazing communication, problem resolution and  transactional skills.  This is a different business than my primary income source and your IMO (you included) really does offer value in the way they explain, update and go out of their way to make the agent experience sublime. I don’t like fluff compliments so I can tell you with complete sincerity that you are running an exemplary outfit. I appreciate all of you! Cheers mate!

Happy Friday!!!  Agent-Erik

October 10, 2019


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 !

Agent- Roy

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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.

Agent- Hal

October 2, 2019

Joe, another great webinar today.  I listened to Bill’s blog.  What a remarkable woman.  She pointed things out that I had not heard or connected on regarding Legacy Armor before today.  I have a much better understanding now about how powerful a tool it can be.  It really is intuitive and very significant to anyone’s estate planning no matter their financial profile  The U.S. $60 billion unclaimed wealth was a real eyeopener too.

I will definitely get my own Legacy Armor set up and learn all about it so I can share it with clients, prospective clients and agents.

Agent Ken

August 27, 2019

I think your business and distribution model is as innovative, revolutionary as anything I’ve ever seen…..and I’ve been around a few revolutionary technologies not in the insurance industry.


July 19, 2019

Every time I attend a webinar I learn more. This old dog is striving to learn in a new age of technology from when I entered the business knocking on doors. My whole world has turned upside down, and even the vocabulary has changed. It is like a foreign language. But God willing I am going to make it because I am a survivor.
Thank you for what you do.

-Agent Carey

July 16, 2019

I am one of your brokers. Thank you for your Insurance 101 video class. I have been in “the business” since 1960. I had planned to spend about 5 minutes checking out your video. I was there the full hour! I am always looking for better ways to present some of our complicated products. I have seen variations on the “bucket theme” for explaining Universal Life, and they have always left me cold. Your addition of the “waterline concept” was a stroke of genius! Your method makes it possible to explain UL, IUL, and GUL in a simple and succinct manner. I appreciate what you have done. Thank you for taking the time to do it! Incidentally, I would have won that $! I was going to say 17% but then I was around at that time!
Agent- Led

July 2nd, 2019

The email from your agency autmator CRM went out on the 25th and a click came on the 26th. I called the prospect and we spoke for about 20 minutes. We set up an appointment for the 28th at 2:00, I was there till 4:10. We discussed his existing life policies on him and his wife and reviewed those policies. We also discussed his long term care recently taken out with Bankers. I asked him to provide me with the details and I would see if I can provide a better policy. Needless to say it was a very productive lead and only 1 day after the email was sent out-

Agent- Cliff M

July 1st, 2019

Hi Bill,

Really appreciate Levinson.

You have built something amazing and shared it unselfishly. Thanks so much for you and everyone at Levinson, and the associated companies and individuals that train and help us, your agents.

Agent- Patricia M

June 18th, 2019

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 whocan then share them with the public and with businesses.

You are much appreciated.


May 31st, 2019

I’ve never worked with a business partner that provides so many great tools. Thanks, and keep it up!

-Agent Kevin

April 24th, 2019

Bill – You and your team provide a lot of service and value for me.  For instance, Cary has followed through on some underwriting approval rate exceptions. Michelle will fight for me when the Insurance Company makes a mistake etc. I follow your dad’s motto “treat others the way that you want to be treated”


April 19th, 2019

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.April 5th, 2019

Agent- Mac

One of the things that I admire about you Cary is you genuinely care & if needed are willing to help out on an agent’s case- Agent Ian.

March 21, 2019

Thanks again for your help with Final Expense Sales Platform, it went well, I got 11 referrals from the event.

Agent- Laz

March 15, 2019

I just love the energy in your office thanks again I’m so happy to be part of the team!


March 10, 2019

Levinson’s seizure of 21st Century insurance marketing with the SWYS line is truly revolutionary.   It is amazing how fast the offerings are improving, too.


March 6th, 2019

Thank You Bill would not be able to get as far as I did without Josh Hoffman. We nicknamed him The Siri of Levinson  & Associates.

-Agent Joe

March 6th, 2019

Just a quick note of thanks for your commitment and enthusiasm for this business and the people in it. You are always positive and trying to help others achieve greatness and that is hard to find in our selfish society. Keep up the great work, many agents out there appreciate it I am sure.

Agent- Scott

March 1st, 2019

I am Licensed in NJ, PA & FL and just applied for 4 additional states.

Because of Levinson & Associates I am determined to make this into a very lucrative business. I cannot say enough about your wonderful company and staff & your commitment to your agents. There is no better IMO anywhere on the planet. Like your company puts the agents first, it has taught me as an agent to put the customer first.


February 5th, 2019

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!

Agent- Alvin

January 28th, 2019

Thank you so much for caring about me. not as an agent but more importantly as a human being.

Agent- Michael

January 25th, 2019

Thank you…There is ONLY ONE Cary Levinson. Whatever the case, knowing you go the extra mile for me means so very much and is appreciated beyond words to describe.

Agent- Al

January 22nd, 2019

Thank you so much for going to bat for this client.. Because of your efforts and your staff (Kim) we are able to place this large policy.. Your girls are the best, really your whole staff as they are so helpful when I call, and I call a lot…Thanks again see you in May..

Agent- Paul

January 11th,  2019

Just wanted to say this to you.  I just had a conversation with my previous IMO. I told them how happy I am with you . I told them how you literally went to bat for me with Transamerica and got the case done. They asked me to come back and I told them I have found a new home. I said Cary Levinson is not only my friend but an owner that goes to bat for his agent. Just had to tell you this. Have a nice weekend and thanks for listening.

Agent -Neil

January 4th, 2019

I am a new agent with your company and just participated with my 1st webinar with you. Wow! What fantastic info and services you provide for us agents! Thank you! Thank you! I am looking forward to building my book of business for 2019 with all the tools you offer! Thank you for all you do!

September 28th, 2018

I am here to say there is no other IMO in the country that has the marketing tools for the independent agent as this company does. I have never seen anything like it anywhere. They are there to help you in any way they can.

Andrew Paris has been so helpful to me it is unreal. I am not going anywhere else. Give them a call at 800-375-2279. You will be glad you did.

September 14th, 2018

What we like about the Levinson team, is when there is a decline, you help us find another life company.  I’ve been blessed by having our son as a partner and Levinson as our GA.

Agent- Rich

September 7th, 2018

I just wanted to drop you a mote to tell you how much tha I appreciate the help l receive from your staff.  It has been a very tough year for me. My son committed suicide in April and I have really struggled. I will never understand. Angela and your staff have shown tremendous patience and excellent service. Work is my best therapy right now and you will never know how grateful I am

Thank you for all that you do.

Fred, Agent

August 31, 2018

Hey Bill,

I just recently submitted my first few policies with Levinson and just wanted to tell you how excited I am to get to work with you guys. I just switched over from a different IMO, and am very impressed with the lengths Levinson and Associates goes to supporting their agents, and teaching them how to generate their own leads rather than just buying them from the IMO. I’m looking forward to continuing to build my book of business with this organization. Keep up the good work!

Best Regards, Tyler

August 30th, 2018

Hey Bill, I just submitted my first pieces of business with Levinson and Associates after switching from my old IMO. I’m really excited to work with you guys. You’ve built a very supportive platform for agents and I’m really happy to get to build my book of business with Levinson.

Tyler, Agent

August 20, 2018

Thank you Bill for the opportunity! You & Joseph are always coming up with new innovative ideas with technology.

I always enjoy listening to your Webinars! I learn something new every time.

-Agent Erik

August 13th 2018

I viewed the Agency Automator webinar today and am very impressed. As I mentioned, I’ve been attempting to do all of this with SmartAgent on the Salesforce platform. Very frustrating! I can’t wait to get started with Levinson.- Agent, Dean

August 6th 2018

Hello Bill.   I’m fairly new with Levinson & Associates but I’ve been in the business since 1970.  I’m very impressed with everything you offer and your offer personally to help me is over the top.  This kind of attitude reminds me of the small Midwestern mutual companies I used to do business with years ago.  It seems to no longer be part of our industry.  But, I’m happy to find that is alive and well at Levinson & Associates.


July 25th 2018

I had the Virtual Assistant start making calls for my FREE Dinner and Money workshop for next week. I had a list of people over the past year who has registered, but did not attend, or came but did not fill out a questionnaire for additional information.

Around 250 contacts. They registered 18 people who said they are coming out. If only half of them show up, that is a success.

Thank you for all you do. I will be utilizing them for more calls and scheduling appointments in the future.

Agent- Rich

July 23rd 2018

Good Morning, Bill, Joseph,

Thanks for yet another excellent webinar yesterday.  I took two pages of notes and will be spending a lot more time cruising around your site.   There is much to learn but it is all very impressive – as you correctly note, no other I.M.O. is offering this comprehensive technology package.

I expect to complete some necessary restructuring on this end next week and then proceed with some test e-marketing.   I will be in contact with Joseph as this all gears up and will come over if necessary to ensure a successful test or two.

Your enthusiasm and outside the box thinking came through in the webinar across many critical topics.

Best regards,


July 16th 2018

I wanted to take a minute and thank you both for conducting a webinar focusing on eapps and drop tickets. Last Friday I submitted an ANICO E-App in about 15 min.  It was super quick and saved the hassle of completing a paper app with American National which typically takes me at least 30 minutes of my time.  Thank you Bill & Joseph!

-Agent Ian

July 11th 2018

I was on your webinar a week or so ago and you encouraged me to download your app.

My wife and I had new friends over for a BBQ last night and the conversation turned to what I do etc.. Right then they asked how much 1.0 mm would run them.. I said well wait a minute I will get you rates from 10 of the top rated carriers right now.

Amazing we are meeting next week to fill out Applications and discuss IUL’s. So much better and more effective than my (old way)..

Agent- Scott

May 21st 2018

Mr. Joseph Loughran,

I would be very happy to share the comments from my conversation today with my state’s Insurance Commissioner’s office. But first I would like to explain why I called the NC DOI.

I called this morning to  ask if it were not illegal for an insurance company to advertise a product on National TV and make false claims. The company I was asking about is Senior Life. A while back I was writing some final expense through them. However, I became aware that their rates were much higher than other final expense companies,  so I decided to start writing all my business with Levinson, since I found out that Levinson had all the products and companies I needed under one umbrella. Another problem I had with Senior Life— I had a situation where I went to meet two different people at two different houses, from leads I had bought from the company, only to find out that my manager had already written them, over the phone.

The false claim I am talking about is an ad I have seen several times on TV about a term plan that Senior Life has now that has the return of premium. (They didn’t market anything but final expense when I was with them) They claim in the ad on TV that they are the only company that returns the money paid in, on a term product, at the end of the period, if there has been no claim. So, I told the commissioner that was simply not true. I told him about my association with Levinson & Associates and the fact that we have companies that have the ROP on term plans.

I commented that, at Levinson, I could call and always get fast answers on the best plans and best rates for the client that I am  working with at the time


Saying all this, I am very happy with my association with Levinson. One marketing associate I have worked with more anyone else at Levinson is Josh, can’t remember his last name. But he is so good, and has helped me so much. The others I have worked with, but not as much as with Josh, are Andrew & yourself. You both are also great. I don’t need to stop with them, everyone, including the persons who answer the phone when I call are super nice and helpful.

Thanks for all the help & I plan to send much more business in the future.- Agent Wanda

May 10th 2018

*WOW* What a day your Expo was! In the spirit of procrastination, this note is very late. My mother would kill me. Late or not, your Expo was so well done and I would like to sincerely thank every employee on your team for pulling that off.

You guys did it right and you get a grade of 100!



May 9th, 2018

Watching the CRM video and this system is great for agents! I’m primarily a Commercial Property and Casualty agent and recently am focusing on growing my life insurance and financial services side of my business. I contracted with Ohio National under a career agent contract mainly for benefits like health insurance. They don’t have anything to manage your business and market yourself and services like this. I personally wanted to Thank You and your teams for making this available to agents like myself and always staying up to date in providing your agents sells channel with great tools and service. I’m only 30 minutes in the video and am very excited and the website will be a great bonus.

-Agent George

April 5th, 2018

I really appreciate what you do for us agents! You guys search out the best programs and opportunities for us.

Wayne F

March 16th 2018

I received my mortgage leads this week and the only regret I have is that I didn’t order these leads sooner. The second call resulted in a sale over the phone using App Assist. Like they said of Mikey in the Life cereal commercial, “He likes it!”- John

March 14th 2018

Every time I call or email, I get great service from the staff with Levinson. Whether contracting or new business, Kristin,Angela,Heidi.

Thanks all   – Tim

March 8th 2018

“I was looking for a new IMO as a newly licensed agent.  I searched the internet and read chat reviews and watched video after video on YouTube.  They all seemed like more of the same.  One name that I noticed coming up a lot regarding good lead programs was Levinson & Associates.  There were a lot of excellent reviews with few negative comments (other than “best for experienced agents” which was not me).

My boyfriend was scanning videos with me, and we looked at the one about Levinson & Associates.  “That one!  Go with THAT guy!” My boyfriend shouted as he watched the video with me.  FINALLY a clear, intelligent, to the point perspective with an emphasis on innovation and TECH solutions for this market!  I KNEW this was possible, but it was light-years ahead of any other IMO I had checked out so far.  Bill Levinson was saying the very things I had been thinking all along – internet marketing is VITAL.  Websites are the new business cards.  I LOVE it!

I called to speak to someone about my reservations as a newly licensed agent, and was blown away with the exceptional assistance I got, which happens every time I call, by the way.  With my concerns put to rest, I signed up on the spot, and am going through the marketing tools like a kid in a candy store.  The professionalism with this company is second to none.  If you want to be on the cutting edge of your insurance business, this is the place for you!”


February 8th 2018

Like all the other breakthroughs you have achieved with the Sell While You Sleep product line, it boils down to: we have to make it a lot simpler and very easy for generally healthy people to buy these products.  Everything else is going online to the extent possible.  Thanks again for the support of yourself and your team.  G.B.H.

February 2, 2018

It is with utter thankfulness that I have decided to work with Levinson & Associates, I recently read your online article titled “Voted Industry’s TOP Life & Annuity IMO and am more than excited to get started.  i am most interested in your online Sell While You Sleep Platform!

-New Agent Mrs, Rivera

December 14, 2017

I just started to call on my  leads sourced through your discounted mortgage lead program, and those clients that I spoke with remembered exactly what I was referring to, i just wanted to say I’m blown away!


December 11, 2017

I can’t tell you how relieved I am to have found your company! I’m speechless about all the effort Levinson & Associates have put into the building of this platform. And I can’t wait to get started and use these great tools.- Gordon

December 8, 2017

I turned a $18 mortgage lead into a 14k sale today!

2018 should be a good year! Thanks again for all the help-Bill Ohio

November 20, 2017

Utilizing the agency automator is a no brainor! Thanks Bill for always putting together the best technology for your agents. The CRM tool, weekly webinar trainings, and everything else you provide makes your IMO standout from the competition.


October 5, 2017

Thank you for ALL of your attention to detail, it is admired and appreciated. I am glad to be working with such an exceptionally gifted group of people. Thank you to all of the team members at Levinson & Associates.

Shannon R

July 12, 2017

Bill, Thanks for the orphan leads and your expression of appreciation. I was just thinking today how Levinson and team has removed so much of the frustration factor on the life side of the business. With Michelle in new business and everyone else writing life insurance is a lot more fun now! I appreciate all that Levinson does. Your organization makes it easy to be loyal.

Best Regards,

Richard J

June 9th, 2017

As veterans of the Insurance Industry we have seen many changes during our 20 year career.  However, one thing that has never changed is the excellent service that we receive from Levinson& Associates.  The special thing about Cary and Bill Levinson is that they make Sales Agents feel appreciated and you get a feeling that you belong to a family.  No case is too small or too complex and they are always willing to help in getting your cases placed. This organization is by far the best IMO that I have encountered in my career and it is because they have cultivated an atmosphere of humility, trust and respect.

Simply the Best!

–Agent Jonathan W

June 2nd, 2017

Thank you so much for the regular updates, webinars, and links to recorded videos.  With cutting edge tools offered to all associates and great support, I am absolutely certain that Levinson & Associates is among the best IMOs in the nation -agent Patrick V.

June 2nd 2017

I wanted you to know how much I appreciated the D.O.L. Webinar that your organization put on today. For the first time I could envision how this ruling would affect my practice. As you know, I am a member of The Society of Financial Service Professionals. They put on an “on call”

program today on the same subject. When they finished, I was still clueless as to how all of this applied to me. I had been reading about this in trade journals, but your Webinar put all the pieces together in a clear understandable fashion. So please thank the people that are responsible for putting on this program.

I also want to thank you for all that you have done for me in shepherding me thru the Levinson system. Being a member of the “Geriatric Set,” makes it difficult for me to appreciate doing everything via telephone and computer. To my amazement it works! It is fun to have a second career where I can work at my own pace and still use the skills that I learned so many years ago.

-Agent L.G

Thank you for all that you do.

May 24th 2017

Thank you Bill! We SO enjoy working with your team, everyone has been absolutely excellent and we’re delighted to be with you guys- Thanks for everything:)!!

March 13th 2017

By far the best IMO I have ever worked with. I give them a 10 on a scale of 1-10.Most IMO’s I worked with are a 5 at best. They are down to earth and sincere people. Their caring attitude shows itself in all my dealings and their extra effort often saves me time with work I would have to do. Today, Josh was on the phone for 30 minutes trying to get through to an underwriter for a risk appraisal for a medium size case. This was a carrier where the agent can call direct. His effort freed up my time which I put to good use to get some other new business!


January 31st 2017

You and your entire group are fantastic!

Having 45 years of financial services experience, the last 10.5 of which have been as an independent agent, I have been in aggressive search for the 21st century tools you provide.  Yours is probably my sixth FMO affiliation and none before compare!

Due to some very heavily distracting personal affairs that began during 2014 and during all of 2015 & ’16, I’ve been a very minor producer.  But, with these tools, as I come to master them, I fully intend to change all that. I can’t appreciate your, & your staff’s, professionalism, support, understanding & diligence enough.

Before closing, I just had a very wonderfully supportive conversation with the agency automator developer about some of the “ins & outs” of the Agency Automator.  You could not have found a better partner!

– P.Mullins

January 24th 2017

Thank you so much. It is my pleasure to do anything I can for the Levinson organization. I have never dealt with an organization that is so giving and gets it. Rather than nickel and dime your agents, you give them every possible tool and unmatched technology for free. The entire back office is always cordial and knowledgeable. Your method of doing business will make Levinson explode with great success.- Agent

January 13th, 2017

I have found the Agency Automater + to be a phenomenal marketing tool for recruiting agents to your team. I did a couple of email blasts & received two calls in the first two days. Levinson & Associates offers unmatched cutting edge technology and support for all their agents. I highly recommend any serious agent to join out team, Now!

October 17th, 2016

“You are truly the best, it’s going to be a great experience to finally get something going with you”

-FL Agent Marty

Sept. 1st, 2016 – Training Seminar at Levinson & Associates, Headquarters Office. So happy to be part of this great TEAM! They are an amazing organization. Providing TOP OF THE LINE PRODUCTS & SERVICE EVERY TIME. (yes, I had to capitalize it because they are that good!) Finally got to meet the people behind the voices who help me with my applications. Had to thank each one for such an great job they do every day. Thanks to them, my job is so much easier. Also, they have the latest technology, so I see my current business in real time. Saving me so much time dealing with vendors.. “THANK YOU”. Sending you all lots of love, with gratitude.. Lilly from Miami.

Kudos to our team!  Like I always say ill put our staff against any IMO!!

Bill- I have said this many times, but I want to emphasize my thoughts for the record again- hats off to you and Cary for putting together such an extraordinary, personable, and genuine IMO. You guys are the best in what you do and I am very blessed and grateful for your generous support and commitment in making sure I have all the tools I need to become a successful producer. Joseph, Angela, and Joshua are some perfect examples of exemplifying your Company’s values consistently and abundantly in a way that certainly exceeds my expectations! -Agent Joe K

Good morning Bill, I just wanted to drop you a short note. Due to the Fantastic back office support from Debra, Joe and Josh I was able to close two large deals last night. The fact that I was able to speak with Josh at 6:30 p.m. gave us the opportunity to get two Deals instead of one. Levinson and Associates by far the best FMO in the country. Thank you.–Agent Richard B

“Cary I absolutely loved hearing you today and thought your messages were so true and meaningful, from your heart and inspiring.  It did bring my back closer to my roots…  we need to hear from you a little more.  There aren’t too many that carry your passion, knowledge, and secrets for success.”

Thank you!!!  Agent Sal. S

“On behalf of my client and myself, I would like to take this opportunity to thank you for your diligence and profound professionalism in taking an extremely difficult and high risk case and seeing it thru to approval and implementation.  As if it weren’t challenging enough, at every turn we were faced with new circumstances and nerve wrecking findings and yet you were able to persevere with the utmost patience and professionalism and for that I am grateful to you and Cary Levinson and Assoc. as a whole.  The knowledge, creativity and expertise you and your associates possess is like no other agency I have worked with in  my twenty years in the insurance industry!  I look forward to working with you again in helping my clients achieve the peace of mind they are seeking in securing life insurance and helping to protect themselves and their families.”

Sincerely, Agent Allison

“If your an agent or agency who’s looking for an innovative partner to trust your business with then look no further than the Levinson & Associates. With the latest in cutting edge technology to help you market to your clients to unparalleled support for the agents needs the entire team at Levinson will be there to support you. I trust them with my clients you should too.”

-Duaine O

“I just wanted to tell you thanks again on our most recent case!  Your Risk Assessment was spot on!  My client actually got a better rate with your suggested carrier after being declined just 1 month ago.  Great Stuff!! You make my job so much easier, and eliminate a lot of headaches!”

-Mark W

“I wish I could give the team more than 5 stars…The team at Levinson and Associates are extremely helpful and knowledgeable. They will go above and beyond to assist you in any way they can. “

-K Morris

“The mortgage lead program is bringing me new business that more than covers the expense and opening up opportunities beyond the typical “term” insurance sale – thanks for good quality leads!”

-Glen B


I just wanted to take a minute to say “Thank You” to you and your team.  Everyone from marketing to case managers give me nothing but 100%.  The Marketers  bend over backwards to help me in any way possible.  Case managers continue to give me timely updates on my active applications.  In addition to the great help as far as contracting and commission goes.  In the words of Vince Lombardi in his speech “What It Takes To Be Number One”, “Winning is not a sometimes thing; it’s an all the time thing. You don’t win once in a while, you don’t do things right once in a while, you do them right all the time”.   To me, that’s what Levinson & Associates strives to do.  So with that being said, I simply want to say “Thank You”.

-Your Friend, Richard B

“Our agency has been working with Cary Levinson and Associates for 6 years now.  There are many choices in this industry; however, there is only one relationship that brings real value to our company, the Levinson impaired risk division.  The process of creating an internal file and shopping has helped tremendously.  There are no declines and all tentative offers that only require a new application.  Over the last 5 months we have sent 3 VERY impaired risk cases that we really believed would not get any offers.  Not only did we get offers, but we placed all 3 for a total commissionable premium of $79,500!  We currently have one pending for $155,000 in annual premium!  I truly considered Levinson a partner before and now they have really brought serious value to our agency.  Thank you.

-Brad R

I wanted to take the time to not only say Thank You for all of you help in getting my recent case done, but to also let you know just how much it means to my client that we together went the extra distance. There were tears of joy the day I delivered her policy to her, you helped make this possible. I am your FAN.”

-Jerry G

Cary and Bill,
I am blown away and I stayed over just to here this, usually close at noon on Fridays, and boy did I get paid well. Been around for over 46 years and have all licenses and former top of the table producer so what can you teach me? A LOT and I thank you. I will take your ideas and my guess is produce a minimum of a million dollars in commission in the next little while and YES I know it has to be you and that is my HONOR not duty. If you would like to use this in any way you have my permission which is small pay for what you gave me. My best to all of your great team”

-J M

As a 10 year veteran in the mortgage protection field and since I have worked thousands of leads and several dozen lead sources, I can honestly say that this is the best lead program and these are some of the best leads I have ever seen, period. Really, these leads are fresh, responsive and exclusive. And frankly, the price point of the leads and the flexibility of the lead program make the ROI here phenomenal! So kudos, Levinson & Associates… What you have put together here is a clear winner, hands down.

Vinny C

Thanks Bill, so far I sold 8 prospects part-time off the mortgage protection leads in less than 30 days. I’m also juggling two careers so I would say I’m off to a good start!!

p.s. Btw I like your incentive that you offer to transfer agent codes.  From an agent point of view this definitely stands out from the Imo competition.

Mazel Tov to you and your father for all of your companies success. I’m glad to be part of it.

Ian W


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