The Bill Levinson Experience

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 Take control of your prospecting and lead generation, and stop relying on outdated lead vendors with huge expenses and little results!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

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

In this episode, Bill interviews Levinson General Agent Grant Zimmerman, President of Alloy Insurance Group. This episode is a must, as Grant shares with all of us what has gotten him to extraordinary levels of success. He is driven like no other, he is relentless and his compassion for other human beings is unparalleled. Listen to Grant as he shares the secrets & Levinson's Tools that lead him to one success story after another. Amazingly, Grant is barely 30 years of age, yet he has already molded a career which will only expand and become more successful with each passing day. Listen to Bill and Grant as they explore the insurance industry, as it could very well, change your life.

Grant Z. Bio:

Grant Zimmerman is the owner of Alloy Insurance Group, a diverse Insurance Brokerage based out of Ormond Beach, Florida. When Zimmerman founded his company, he did it with the intentions of serving the unique needs of clients nationwide, and teaching agents how to expand beyond their single line focus to create additional streams of income.

Alloy Insurance Group assists individuals and businesses with Life Insurance, Annuities, Employee Benefits, Long-Term Care Planning, Disability Income Coverage, Individual U65 Health, and Medicare.

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

Are you interested in elevating your practice through Annuity Sales and Marketing in 2025? If so, Coach Chris, one of the industry's top consultants, and Levinson & Associates strongly recommend you listen to this very powerful podcast! It can lead to an income stream like never before and help build your client base unlike anything else. Learn which carriers and products are the hottest right now and even if you're an Annuity expert, learn the true difference between Indexed, Fixed, and Immediate Annuities. Also, Coach Chris will offer everyone full explanations of Annuity Riders, Income Annuities, and very importantly, Annuity Living Benefits & Long Term Care. Learn the ins and outs of Annuity taxation and how to generate Annuity leads which ultimately lead to sales. So, whether you're an Annuity rookie or an Annuity veteran, this 60-minute podcast with Bill and Coach Chris can be career-changing. Everyone, enjoy!

Bio: Chris is a 3rd party industry consultant & Annuity sales professional

Check us out online:

Agent Back Office Site: https://www.LevinsonAndAssociates.com/

Facebook: / levinsonandassociates

X: / levinsonassoc

Instagram: / levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: / bilevinson

Podcast: http://levinson.libsyn.com/

Youtube Library: / thelevinson1

Bill interviews Levinson General Agent Alec Luaces from the Spartan Life Insurance Agency. Listen in as Alec shares what has worked for him and his 42 agents over the years! Separate yourself from the competition with his technique, and learn how a successful GA runs his day-to-day operation in our industry! Bill and Alec share real-life agent & client success stories that will inspire you to up your game in every way! His youthful exuberance, wisdom, creativity & drive are extremely contagious!

Alec Luaces Bio: Per Alec Luaces, Spartan Life Insurance Agency's objective is to maintain the highest of ethics in the insurance space, while always educating the clients and placing them into the right products. Spartan Life works with over 90 carriers and does everything from temporary and permanent Life coverage, Disability coverage, and Annuities. In addition to term and permanent Life insurance, Disability, and Annuities, Spartan works with Lloyd's of London to fulfill unique and niche needs as well.

Check us out online:

Agent Back Office Site: https://www.LevinsonAndAssociates.com/

Facebook: / levinsonandassociates

X: / levinsonassoc

Instagram: / levinsonandassociates

Threads: @levinsonandassociates

LinkedIn: / bilevinson

Podcast: http://levinson.libsyn.com/

Youtube Library: / thelevinson1

Bill interviews Stephen from LS Hub to help you uncover additional sales ideas in the life settlement marketplace. Separate yourself from most agents and learn to speak to your clients about life settlements and help them in ways most others can't. Bill and Stephen share real-life case studies, the latest LS technology for agents, sales ideas, the state of the industry, what to look for in existing policies & your own book of business to uncover new opportunities!

Stephen Jass Bio:

Stephen is a seasoned professional with a diverse background in the life insurance and life settlement industries. Over the past twelve years, he has gained a wealth of experience in various roles, including managing a life settlement funding organization, running a life insurance general agency, and being a part of several technology startups. His deep understanding of the life settlement industry and regulatory landscape, combined with his strong connections to insurance brokers, funders, and industry parties, has allowed him to establish credibility and facilitate hundreds of successful transactions. He has gained valuable insight into the challenges and opportunities within these industries, which led to the creation of LS Hub in 2017. Utilizing his background in technology, Jass founded LS Hub to address common frustrations and identify opportunities in the life settlement sector.

In this episode, Bill & Cary Levinson host a live interview with Charles Samuel, an elite sales coach, and creator of the"60-Second Close" presentation!

Whether you are new to this industry, or a seasoned pro, this podcast is perfect for you!

Charles has developed and perfected various sales concepts and strategies that help maximize productivity and improve core selling skills for Agents, Financial Advisors, and Internal Sales Teams!

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Charles Samuel serves as Regional Vice President of Annuity Distribution for a major Insurance carrier. He is responsible for driving results through the sales team and independent distribution partners in the eastern region.

Charles also develops and delivers sales concepts and strategies that help maximize productivity and improve core selling skills for agents, financial advisors, and internal sales teams.

He holds several financial service industry designations, including the Chartered Life Underwriter (CLU®) and the Chartered Financial Consultant (ChFC®), as well as the Series 6, Series 26, and Series 63 registrations with FINRA. His commitment to the pursuit of knowledge allows Charles to effectively address customer concerns and stay on top of current market trends.

As a highly experienced public speaker, Charles is actively involved in Toastmasters International where he is recognized as an Advance Communicator and Advance Leader. Charles is passionate in his commitment to sharing what he has learned with others in a way that motivates them to act.

Check us out online:

Agent website: https://www.LevinsonAndAssociates.com/

Facebook: / levinsonandassociates

X: / levinsonassoc

Instagram: / levinsonandassociates

Threads: https://www.threads.net/@levinsonandandassociates

LinkedIn: / billlevinson

Bill Levinson Experience Podcast: http://levinson.libsyn.com/

Youtube Library: / thelevinson1

Bill interviews Dawson for 60min. Dawson is a young, amazingly successful Life & Annuity General Agent who shares his innermost secrets for success in our industry. This is a "must" listen for those who want to walk away with at least one sales idea to elevate their practice. As a young professional, Dawson Sullivan has so much to share with all of us. His enthusiasm, positivity, dedication, and compassion are contagious!

www.LevinsonAndAssociates.com

Bio:

"Dawson Sullivan is an Insurance Broker with nearly a decade of experience in the insurance industry with expertise that covers all lines of insurance ranging from Home to Retirement Accounts. His goal is to pour into people and give them the "Family Broker" experience as each client receives high-end tailored support. As a Trailblazer, Dawson has revamped the Life insurance space by incorporating the fundamentals of "Be your own Banker" into his everyday practice with the end goal of generating a "bulletproof" approach to Generational Wealth.

www.sullivaninsgroup.com