The Bill Levinson Experience

The Bill Levinson Experience

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The Bill Levinson Experience episodes

  • Episode 69: Bill Talks Marketing, Retirement Radio, Leadstar, Industry AI & More with William "Professor Leads"

    Description:

    In this episode, Bill interviews William DeCourcy, also known as "Professor Leads," for an insightful conversation focused on the evolving world of Insurance Marketing, Lead Generation, Technology, and Business Growth.

    Bill and William dive into practical Marketing Strategies designed to help insurance agents attract more prospects, generate higher-quality leads, build stronger relationships, and ultimately grow their businesses. They also explore how today's rapidly evolving technology—including AI-powered platforms and digital marketing tools—is changing the way insurance professionals prospect, communicate, and stay competitive.

    The conversation covers Retirement Radio, LeadStar, AI Platforms, Lead Generation strategies, Marketing Technology, and much more.

    This episode offers valuable insights into how Insurance Agents & Sales Professionals alike can leverage modern marketing strategies and technology to create more opportunities and build a more efficient, scalable business.

    William's Biography:

    William is a dynamic marketing executive with experience in all facets of multi-channel lead generation. With professional experience with industry leaders like Marriott, EA SPORTS, and AmeriLife, DeCourcy has led transformative initiatives and strategic partnerships focused on growth and performance. As Chief Lead Generation Officer at AmeriLife, DeCourcy founded LeadStar, a real-time lead generation platform that delivers high-quality leads to health and wealth professionals. His commitment to compliance and quality has made LeadStar a trusted partner for countless agents and affiliates. William also serves as a board member and the Past (and Founding) President of the Insurance Marketing Coalition, where he works with a diverse and influential group of insurance professionals to champion the best interests of consumers by promoting compliant best practices - and EXPLICIT STANDARDS - in insurance marketing. William threads a passion for fostering a culture of innovation and collaboration within every aspect of his profession while seamlessly balancing compliance, creativity, and performance to drive business growth.

    Check us out online:

    Agent Back Office Site: LevinsonAndAssociates.com

    Facebook: @levinsonandassociates

    TikTok: Levinson&Associates

    X: @levinsonassoc

    Instagram: @levinsonandassociates

    Threads: @levinsonandassociates

    LinkedIn: @bilevinson

    Podcast: levinson.libsyn.com

    YouTube Library: @thelevinson1

    45 min
  • Episode 68: Bill & Mike Discuss Succession Planning, Agency Building & Industry Trends!

    Description:

    In this podcast episode, be sure to listen to Bill Levinson as he hosts Michael Tobitsch, Executive Vice President & Head of Corporate Development at AmeriLife. Bill and Mike break down not only what it takes to succeed with selling insurance, but also the tools needed for agents to successfully scale their business.Learn various strategies used by other agents and agencies to enhance their value and create long term growth opportunities. There is no time like the present to begin your succession planning and create a lasting legacy that could positively impact future generations for years to come. "This isn't about changing what you do. It's about getting more out of what you've already built."

    Michael's Bio:

    As AmeriLife's Executive Vice President and Head of Corporate Development, Michael Tobitsch spearheads AmeriLife's growth strategy and leads its mergers and acquisitions and partnership integration efforts.

    Previously, Michael served as a Managing Director at Marsh McLennan, where he managed a team of investment professionals who together deployed over $1 billion annually into global acquisitions across the insurance, investment management and advisory industries. Michael began his career as an investment banker at Wells Fargo Securities.

    Michael holds a B.S. from Boston University's Questrom School of Business with a concentration in finance and accounting.

    Check us out online:

    Agent Back Office Site: LevinsonAndAssociates.com

    Facebook: @levinsonandassociates

    TikTok: Levinson&Associates

    X: @levinsonassoc

    Instagram: @levinsonandassociates

    Threads: @levinsonandassociates

    LinkedIn: @bilevinson

    Podcast: levinson.libsyn.com

    YouTube Library: @thelevinson1

    38 min
  • Episode 67: From Broadway To Oprah, Dr. Drew & Fortune 500 Execs. Coach Mark Stephens Shares His Personal Story & More!

    Description:

    In this podcast episode, be sure to listen to Bill Levinson as he hosts Mark Edgar Stephens, an industry-renowned executive sales coach, consultant & author, and a master of "Body Language" in the sales environment. Additionally, Mark shares some of his core values, rules, and beliefs that propelled him and his clients to unprecedented success! Mark has worked with celebrities such as Oprah Winfrey and Dr. Drew Pinsky, as well as Fortune 500 companies. Listen closely as he can bring the same value to you and your practice.

    Mark's Biography:

    Mark Edgar Stephens is an executive coach, communication strategist, and organizational consultant specializing in leadership presence, conscious communication, and culture-centered transformation. Recognized among the world's Top 30 Body Language Professionals for eight consecutive years, Mark works with executives, founders, healthcare innovators, leadership teams, and mission-driven organizations seeking to elevate performance through stronger human connection, trust, and communication alignment.

    With more than two decades of experience spanning Fortune 500 enterprises, scaling healthcare startups, media organizations, nonprofit leadership, and entertainment industries, Mark has become known for helping leaders communicate with greater clarity, emotional intelligence, authenticity, and influence. His work bridges behavioral science, executive coaching, leadership development, storytelling, and relational dynamics to create measurable cultural and operational impact across organizations.

    For more information about Mark, you can visit his website: www.markedgarstephens.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

    50 min
  • Episode 66: From The NFL To The Ultimate Lead Lab Platform Creation!

    Description:

    In this episode, listen to Bill Levinson as he hosts Arnold "Tre" Tarpley, live from the Levinson Headquarters! Trey is the owner and founder of Lead Lab, one of the fastest-growing Life & Annuity lead programs in the industry! Trey and his team have developed unique marketing strategies & AI-powered verification processes to help Agents around the USA increase the quantity and quality of their leads. As a result, this has led to agents seeing their Life & Annuity sales increase by 4-8X on average! The results speak for themselves!

    *Active Levinson & Associates agents can purchase discounted & exclusive SMS-Verified leads for IUL, Annuity, Final Expense, Mortgage Protection & Aged Leads!

    Arnold's Biography:

    Arnold (Tre) is the Founder of Lead Lab, where he and his team help life insurance agencies scale using proven systems and market development strategies. His focus is on building real infrastructure, stronger relationships, and sustainable growth. Arnold has thousands of recurring clients every month. Their results are built on trust, execution, and putting agents first. Trey was born in Pittsburgh and played professional Football in the NFL. He was drafted by the Atlanta Falcons in 2024.

    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

    57 min
  • Episode 65: The Only Way To Leverage "Premium Finance" Life Insurance Moving Forward!

    Description:

    Bill & Michael Wurth (Succession Capital's Regional Vice President) discuss "Carrier Endorsed" Premium Finance opportunities in today's evolving landscape. Whether it's marketing to business owners, high net worth individuals, charitable solutions, policy reviews, creative estate planning or tax savings strategies, many opportunities may exist.

    Modern premium financing for life insurance began in 1996 when CEO Julian Movsesian was challenged by a High-Net-Worth Client to come up with a method for using leverage to enhance the purchase of life insurance. This challenge led to the creation of the "Capital Maximization Strategy℠ (CMS), which provided Clients with a better way to buy life insurance.

    Each client requires a unique plan reflecting their capital, income, business, tax, estate, and charitable objectives. In collaboration with Advisory Teams, SCA tailors custom plans to achieve each client's goals. Levinson & Associates has teamed up with SCA to help our agents help their clientele with these creative financial solutions, as discussed in episode 65.

    Michael's Bio:

    Michael Wurth joined Succession Capital in January 2021. Hired before the official Vice President program was put in place, Michael spent his first 2 years at SCA supporting Michael Rothman and managing all cases in underwriting. His territory includes San Diego, Inland Empire, Arizona, Nevada, Utah, Wyoming, Colorado, New Mexico, Florida, Alaska, and Hawaii.

    Prior to joining SCA, Michael worked for Apple in their Beijing office, where he was the only non-native Chinese speaker on Apple's team of 250 employees. He was specifically responsible for analyzing the financials and setting targets for iPhone sales in the Greater China region, a $50 Billion dollar revenue generating group. After his time in China, he completed his MBA in Barcelona, Spain in 2019 before launching his own Search Fund after graduation.

    Aside from work, Michael is passionate about education and his faith. He and his wife started a Catholic Classical Education school in Southern California called The Camino School.

    Michael received his undergraduate degrees in International Business and Chinese Language and Culture from the University of Southern California and his MBA and Spanish degree from IESE in Barcelona. Michael and his wife met in Rome and have been married since 2019. They live in Aliso Viejo, CA with their three sons (Michael, Lucas, & George), their daughter (Lola), and Chocolate Lab, Kona.

    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

    56 min
  • Episode 64: AmeriLife CEO Scott Perry & Bill dive into Insurance Distribution, Diversification, Sales Strategies & The Vision Moving Forward!

    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

    58 min
  • Episode 63: Megan & Bill Discuss AI, Leads, Seminars & LeadStar Success Stories!

    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

    36 min
  • Episode 62: Bill, RJ & Ron Discuss What It Takes To Be a Top 10 Annuity Producer with Levinson!

    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

    55 min
  • Episode 61 w/Kent! "One Of Levinson's Top Agents Grows His Business 10x In '25!"

    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

    55 min
  • Episode 60: Bill Sits Down w/MDRT, CLU, CHFC 51 Year Veteran Levin Insurance To See What's Working Well & How They Can Help Others!

    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

    1 hr 9 min

About The Bill Levinson Experience

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If Motivation, Inspiration, Determination and Enthusiasm are all important to you, you must listen to Bill Levinson, the fastest growing Insurance Brokerage IMO in the country. Bill will help you…