Description:

In this New Year episode, Bill Levinson & Scott Perry speak about the evolving insurance brokerage distribution channel, technology/AI changing the landscape, improving the agent/consumer experience, what it's like partnering with AmeriLife, the latest industry M&A, the vision moving forward, Life/Health/Wealth diversification strategies & much more.

Levinson & Associates was established in 1972 and AmeriLife began in 1971. Together we bring over 100 years of combined insurance distribution experience!

Biography:

As AmeriLife's Chairman & Chief Executive Officer and with more than 30 years' industry experience, Scott Perry leads a multi-channel distribution business with a national network of over 300,000 insurance agents and financial advisors.

Prior to joining AmeriLife in 2016, Scott was Chief Business Officer of CNO Financial Group and President of Bankers Life. Before that, he held leadership roles with Golden Rule, Anthem Blue Cross Blue Shield and Premera Blue Cross.

Scott is a board member with Vericity Inc., a publicly traded insurance holding company, and Insurance Technologies, a leading fintech solutions company in the THL portfolio.

Check us out online:

Agent Back Office Site: LevinsonAndAssociates.com

Facebook: @levinsonandassociates

X: @levinsonassoc

Instagram: @levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: @bilevinson

Podcast: levinson.libsyn.com

YouTube Library: @thelevinson1

In this episode, Megan & Bill Discuss AI, Leads, Seminars & LeadStar Success Stories! Active Levinson Agents can access Complimentary & Exclusive LeadStar sales systems including Life, Health, Annuity, automated dialers, CRM, mailers, seminars, scripts, live transfers, preset appointments, trainings and more!

Megan's Biography:

With a bachelor's degree in marketing, Megan built her career through sales and customer service, gaining a deep understanding of how to connect with people and drive results. Licensed to sell Life, Health, and Annuity products, Megan combined industry expertise with a passion for growth. Currently, she serves as Director of Growth Marketing at AmeriLife, where she is responsible for the LeadStar suite of services. She helps partners accelerate success through innovative, data-driven sales enablement strategies.

Check us out online:

Agent Back Office Site: LevinsonAndAssociates.com

Facebook: @levinsonandassociates

X: @levinsonassoc

Instagram: @levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: @bilevinson

Podcast: levinson.libsyn.com

YouTube Library: @thelevinson1

In this episode, Bill interviews successful Levinson Agent Ronald, who shares his secrets and what it takes to be a top producer in today's environment! His story is extremely inspiring and one that we can all learn from! His business model includes P&C, Employee Benefits, and Financial Services, primarily with Business Owners for over 25 years!

Ronald's Biography:

Ronald is an experienced Financial Consultant with a demonstrated history of working in the insurance industry. He possesses skills in Life Insurance, Annuities, Health Insurance, Risk Management, Property & Casualty Insurance, Employee Benefits Design, and Sales. He graduated from Temple University - Fox School of Business and Management.

Check us out online:

Agent Back Office Site: LevinsonAndAssociates.com

Facebook: @levinsonandassociates

X: @levinsonassoc

Instagram: @levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: @bilevinson

Podcast: levinson.libsyn.com

YouTube Library: @thelevinson1

In this episode, Bill interviews successful Levinson Agent, Kent. After 20+ years in the industry, Kent was able to re-invent himself and grow his business 10X in the past 1-2 years! Listen & learn from this valuable interview so you can capture these same strategies for your practice!

Kent's Biography:

Kent has 20+ years of experience with individual, group, & business Insurance sales. His strong professional background in banking and insurance offers an advisory approach to his business which results in strong and lifelong client relationships. Kent grew up in Durant, OK and worked for FUB while getting his bachelor's degree. He currently resides in Austin, TX with his wife Rena, where they spend time with three adult children and grandson playing golf, boating, and anything that offers family time.

Kent brings relationships with over 60 life insurance carriers, over 12 long-term care/hybrid carriers, 7 disability carriers, and quality healthcare options like Blue Cross, Cigna, Aetna, and United Health Care. Group Benefits include and are not limited to Health Insurance, Accidental Death & Dismemberment, Disability, Long-Term Care, Guaranteed Issue Life, Accidental Death, and Critical Illness. His career focus has been on Succession Planning with business owners, encompassing all the mentioned products.

-Check us out online:

Agent Back Office Site: LevinsonAndAssociates.com

Facebook: @levinsonandassociates

X: @levinsonassoc

Instagram: @levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: @bilevinson

Podcast: levinson.libsyn.com

YouTube Library: @thelevinson1

Eddie's Biography:

Eddie is from New Orleans and received his Undergraduate and Graduate Degrees ( BS and MBA) from Louisiana State University ( LSU in Baton Rouge, LA.)

Eddie has been an Independent Insurance Agent for 51 years, continuing his education with the CLU Designation for 47 years ( Chartered Life Underwriter ), the ChFC Designation for 46 years ( Chartered Financial Counselor ), and through Membership in the Million Dollar Round Table ( 48 Year Lifetime Member and Member of MDRT's Quarter of a Century Club ). Eddie is also a long-standing member for 48 years of the Society of Financial Service Professionals ( FSP).

In addition to the above, many Professional Organizations, Eddie is a member of the Citrus County Chamber of Commerce, the Ocala Chamber CEP, Select Business Associates of Ocala, Marion Networking Professionals, the Rotary Club of Inverness, the Inverness Elks Club, and the Inverness VFW.

Buster's Biography:

Buster Levin is an Insurance Professional & Successful Realtor and Founder of The Homes and Living Group at eXp Realty. Buster made his name as a master marketer in the Insurance and Real estate industries. Buster's career has been dedicated to helping people save money and protect families. His team's proven systems help clients achieve optimal outcomes in all phases of their journey.

-Check us out online:

Agent Back Office Site: LevinsonAndAssociates.com

Facebook: @levinsonandassociates

X: @levinsonassoc

Instagram: @levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: @bilevinson

Podcast: levinson.libsyn.com

YouTube Library: @thelevinson1

Listen to Bill interview Danny, our Social Media Marketing and Paid Ads Expert! In this part 2 episode, Bill and Danny dive into the ins and outs of Life/Annuity Digital Marketing in Today's Industry! Take control of your prospecting and lead generation, and stop relying on outdated lead vendors with huge expenses and little results!

Biography:

Danny McKeever is the Director of Business Development and Marketing for Apis Productions.

Danny specializes in helping clients find their authentic voice and craft messaging that resonates in their market. His experience as a coder/developer, content creator, SEO strategist, and brand marketer helps him see the poetry in the analytics and the forest from the trees. He is in his element when speaking to clients about the exceptional offerings that set them apart from their competitors and creating on-brand campaigns to expand their market reach.

When he is not analyzing website data or working with the Apis team, he can be found singing with his daughter, writing poetry, or hiking to the summit of quiet volcanoes in Southern Oregon

Check us out online:

Agent Back Office Site: LevinsonAndAssociates.com

Facebook: @levinsonandassociates

X: @levinsonassoc

Instagram: @levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: @bilevinson

Podcast: levinson.libsyn.com

YouTube Library: @thelevinson1

Listen to Bill as he interviews Carlan, one of the Life Insurance Industry's top executives! Carlan has been innovating and cultivating new relationships, tools, and platforms for over 31 years. Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations! Also, this podcast episode features time management and business optimization strategies that you can implement into your practice immediately!

Carlan's Bio:

Carlan W. Snipes is a Field Vice President for the Broad Market distribution channel covering the Southeast region. She has over 31 years in the Financial Services Industry and provides unmatched expertise in expanding the sale of life insurance products. Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations.

Carlan was first recruited to First Colony Life after graduating from Virginia Tech. She advanced her career in positions such as Customer Service Representative, Case Manager, Internal & External Wholesaler, Product Specialist, and Regional Vice President with GE Financial and Genworth. She spent 22 years with Genworth marketing Life Insurance, Annuities, and Linked Benefit products to Independent Brokerage before joining Pacific Life in 2017.

Carlan received her Bachelor of Arts degree in Political Science from Virginia Polytechnic Institute and State University (Virginia Tech). She has also obtained the Fellow, Life Management Institute (FLMI), Certified Structured Settlement Consultant (CSSC), and Certified Long-Term Care (CLTC) designations. Carlan also holds her FINRA Series 6 and VA Life and Health license.

Carlan's Acheivements:

Summit Award Winner 2020, 2022, 2023, & 2024 (to win this award, you must achieve 105% or more of your sales goal)

Circle of Excellence Winner 2020, 2022, 2023 & 2024 (to win you must achieve 110% or more of sales goal, in 2024 I was 121% to goal)

Standford Award Winner 2020 achieved the highest percentage to goal on my team

Chairman's Award Winner 2022 achieved the highest percent to goal on my team (PL renamed this award in 2021 when are CEO retired)

Check us out online:

Agent Back Office Site: LevinsonAndAssociates.com

Facebook: @levinsonandassociates

X: @levinsonassoc

Instagram: @levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: @bilevinson

Podcast: levinson.libsyn.com

YouTube Library: @thelevinson1

Listen to Ian, an elite Levinson agent, as he shares his ideas, sales concepts and secrets which help make him super successful in our industry. Bill will uncover Ian's continued success for the past 12 years even through the pandemic and difficult economic times. After listening to Ian and Bill, we guarantee that you will walk away with at least one sales idea to elevate your practice.

Ian W. Bio:

Ian began his career as a life insurance agent when he worked at a call center. After less than a year of working in the trenches, as a fast learner, he became the top producer. From there, he used his expertise and in-depth knowledge to expand beyond the corporate world by starting his own business and becoming an independent life broker.

With over 15 years of financial services experience, Ian has a strong passion to serve his clients abundantly. He first does this by going above-and-beyond the norm of continuously staying up-to-date with the rigorous industry standards, underwriting regulations, and code of ethics.

Secondly, he's contracted with more than 30 life and health carriers and licensed in more than 30 states. What this means is with a wider network, he's more available to better serve his clients and match them with literally the best life and health insurance rates among highly rated companies.

Although, based on his title, it may seem as though he primarily serves federal employees, he can assure you, this is not the case. His services also extend to ANYONE looking for life insurance or medical coverage.

In addition, Ian's firm understanding of all the underwriting specialties and nuances for many companies, is a big plus for his clients. He can easily pair them with the right company most suitable to their health, budget, and needs. This saves his clients tremendous time, money, and headaches.

Ian also brings the highest degree of exceptional service. He listens thoroughly to all his clients' needs and works diligently with them to implement a well-grounded plan that helps meet their financial, health, and coverage concerns. He believes that putting his clients first and maintaining the utmost level of professionalism is a must that has never steered him wrong.

For what he's accomplished, his clients are forever grateful for his high level of service, honesty, transparency, and integrity. They value him as a professional broker, adviser, and friend who genuinely cares about their well-being by solely looking after their interest only.

Ian W. Website:

https://feglilifesavings.com/

Check us out online:

Agent Back Office Site: LevinsonAndAssociates.com

Facebook: @levinsonandassociates

X: @levinsonassoc

Instagram: @levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: @bilevinson

Podcast: levinson.libsyn.com

Youtube Library: @thelevinson1