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

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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.

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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.

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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

Description:

In this episode, Bill interviews Danny, Marketing Director for Apis Productions. Apis is a digital architect for the Insurtech industry, leading the way for numerous innovations and breakthroughs. Apis is responsible for managing Levinson's multiple AI-powered tools, websites, and blogs etc. Danny's role is to assist Agencies and IMOs to leverage the power of technology in the Insurance Industry landscape and provide insight on how to maximize its capabilities. Danny breaks down the essentials for any successful Insurance practice to take their business to the next level. If you are an Agent and you are not using the latest technology, Levinson & Associates offers the tools needed to make this a reality for you and your Insurance business.

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 sets 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 volcanos in Southern Oregon

In this latest episode, Bill invites one of the top Executive Life Coaches along with one of Levinson's top Agents to a sit-down session at our headquarters in South Florida! These brilliant minds combine to provide you with unforgettable ideas, concepts, and strategies you can use to improve your personal and business growth immediately! Michael Savage is a Dynamic Speaker, Trainer, and Coach. His worldwide client base encompasses stay-at-home mothers to executives & CEOs. He delivers impactful training courses and is a results-driven Coach, while also being a Trainer of Coaches. Michael holds his I.C.F. credentials as well as his B.C.C. (Board Certified Coach). His past accomplishments include working through Robbins Research International - an Anthony Robbins Company, where he spent over 25 years attending and supporting events worldwide, as well as facilitating Life & Wealth Mastery. Recently, Michael was a top executive coach for Tarek El Moussa, a self-made real-estate mogul and star of the HGTV hit shows "Flip or Flop" and "The Flipping El Moussas."

Emmanuel was born in Brooklyn, New York, but has spent most of his life in beautiful South Florida. He attended college in Grove City, Pennsylvania, where he met his wife. Emmanuel earned his MBA at the Wayne Huizenga School of Business in Davie, Florida. Emmanuel is the co-founder of Doctors Benefits, a nationwide Insurance Agency focusing on the protection of clients in the medical field. Doctors Benefits provides a wide range of solutions including Life Insurance, Annuities, Long Term Care, Disability Income, and Retirement Planning strategies. Emmanuel is currently one of Levinson's top-producing Agencies, with most of his business being conducted remotely using Levinson's digital marketing and application solutions.

Bill sits down with Todd Tippets, President of Standard Life and Casualty Insurance Company, a Manhattan Life Company, as well as Regional Vice President Kemp Cole to discuss the latest industry trends, "Insure Me Now Direct", Products, Technology & Sales Strategies!

Mr. Tippets joined Standard Life & Casualty in 2021. Prior to joining the company, Mr. Tippets was a Director at Cigna Supplemental Benefits with primary accountability for the Direct To Consumer Channel. He began his career in the insurance industry in 1995 at Cigna. During his career, he has held a variety of leadership roles with increasing responsibility at Cigna, UnitedHealthcare, and Sterling Life Insurance Company (Windsor Health Group). His background and expertise include Marketing, Operations, Underwriting, Sales, Distribution Management, and Telesales. Additionally, Mr. Tippets has international experience in Latin America, has lived in Chile for two years, and is fluent in Spanish. Mr. Tippets earned his BS in Microbiology from Brigham Young University and his MBA with a focus in Health Services Management from The Fuqua School of Business at Duke University.

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Kemp Cole joined Standard Life and Casualty in April 2020 as Regional Vice President of Sales. Prior to joining the company, Kemp was Senior Vice President of Marketing and Sales at Kemper Health for 10 years. He served in various roles for the marketing and sales team in addition to product development since 2002. Prior to that, Kemp was a regional sales manager for 5 years and before that, he was an independent contractor for 15 years selling individual life and health insurance. Oklahoma State University is where Kemp received his Bachelor of Science degree in Organizational Administration. He is active in the local Oklahoma, National Association of Benefit Professionals (NABIP).

Listen to Bill as he interviews Farron Blanc, VP of Brokerage Distribution for Banner Life / Legal & General America! Farron breaks down the various changes and growth trends in the Life Insurance industry. Also, he discusses how technology has evolved to adapt to changing consumer behaviors. The partnership between Banner Life and "Insure Me Now Direct" is now the solution for the new way of conducting Life Insurance business today and beyond!

About Farron Blanc:

I am a life insurance and senior care nerd with over 15 years of experience in the industry, spanning startups, corporates, consulting, and investing. I lead distribution and marketing for the brokerage and financial institutions channels at Legal & General America, the US term life insurance market leader, where I drive growth and leverage technology to enhance customer experience and partner relationships.

I am also an active angel investor and advisor, focused on insurtech, eldertech, and B2B SaaS. I support and mentor founders who are solving meaningful problems in these domains, leveraging my deep expertise and network. Previously, I co-founded and sold two insurtech startups, Gerry and Greenhouse, that helped thousands of Americans navigate long-term senior care and access affordable life insurance. I am passionate about innovation, social impact, and lifelong learning and hold a few advanced degrees. I am a baseball, F1, and basketball fan and speak English, French, and Indonesian.

Jeffery Hill is the owner and founder of Hill Financial Group Inc, an award-winning financial services company. With nearly 15 years of experience in the industry, Mr. Hill has established a reputation as a trusted and respected financial advisor.

Under his leadership, Hill Financial Group Inc has become a leading provider of a wide range of financial services including retirement planning, life insurance, wealth creation strategies, and investment management. Mr. Hill's expertise and commitment to excellence have earned him numerous accolades, including the prestigious industry award for "Top 100 in Finance" in the United States.

Mr. Hill is a dedicated professional who is passionate about helping his clients achieve their financial goals. He takes the time to understand his client's needs and works closely with them to develop personalized financial plans that are tailored to their unique circumstances. The company's motto is "We help you create financial security and peace of mind"!

In addition to his work at Hill Financial Group Inc, Mr. Hill is actively involved in his community, volunteering his time and resources to various charitable organizations. He is a strong believer in giving back and is committed to making a positive impact on the world around him. Mr. Hill enjoys traveling the world with his family, reading a good book, professional speaking, and playing golf.