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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
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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
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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
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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.
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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.
-----------------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).
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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.
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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.
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On Episode #44, Bill Sits Down With The NFL’s Breshad Perriman!
Breshad is a former 1st round draft pick in the NFL and is a decorated wide receiver formerly of the Tampa Bay Buccaneers. Being from South Florida, he decided to play college football at UCF and was drafted by the Baltimore Ravens in the 2015 NFL Draft. Breshad exhibited a rare blend of speed, size, and athleticism which propelled him into the 1st round of the NFL draft, and further cemented his success as a professional football player. During his 7 year career, he has also been a member of the Washington Redskins, Cleveland Browns, New York Jets, and Chicago Bears. One of his major accomplishments was working with Tom Brady, and he quickly became one of Tom's favorite targets and was the recipient of Tom Brady’s 700th career touchdown pass. Breshad also established the “Breshad Perriman Foundation” to offer support, resources, and education to families affected by stroke and dementia.
*Recorded on 04/14/2023
*CORRECTION: Breshad was born in Detroit Michigan, but raised in Miami FL
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Listen to Bill as he interviews Amir, a Social Media marketing guru with over 25 years of experience assisting agencies and brands develop leads, expand their reach and create unbreakable credibility!
Watt Media, Inc. was founded in 1998 and has emerged as a leading Web Marketing firm serving businesses of all sizes in South Florida and beyond. Our expertise in designing and marketing attractive websites, managing social media campaigns, and creating a web presence for our clients has helped us build a reputation as a trusted company which consistently provides results.
Amir served on the Board of Directors of the Chamber of Commerce of Coral Springs for 6 years and chaired the Technology Committee. He was nominated for the Small Business Leader of the Year Award twice and is a graduate of Leadership Coral Springs. He is Past President of Temple Beth Torah Sha’aray Tzedek, and served on its Board of Directors for 14 years. Amir currently serves on the Web Development Advisory Committee at Atlantic Technical College and collaborates with students regularly.
Amir contributes to the Watt Media blog, and was a contributing author to The Young Adult's Guide to Robert's Rules of Order: How to Run Meetings for Your Club or Organization (Atlantic Publishing Group, Inc., November 30, 2016). He has also lectured about web marketing throughout Florida. Amir hosts the Business Marketing Today podcast, which is available on Spotify, Google, and Apple podcast platforms.
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Listen to Bill and Hero Life’s RVP’s Jacob and RJ take a deep digital dive in the latest scholarship-approved, A-rated, Term Life Product that can be sold face to face, virtual, over the phone and/or 100% direct to consumer through website traffic, Facebook ads, Banks, Financial institutions, P&C/Health agencies, etc. This product will also be complimentary to our agents on InsureMeNowDirect.com by the end of 2022!
*Consumer actual age competitive rates available to age 60. High compensation plus Renewals paid!
Call our Levinson Marketing team to start selling today!
Toll-free: 800-375-2279
Local: 954-746-9531
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Senior Market Health Agent Natalie Cooper Sells with Levinson Life & Annuity Products By Leveraging Ringy CRM And Our Lead Platforms etc.
Host: Bill Levinson from Levinson & Associates - Levinson & Associates, Inc. is a National Insurance Marketing Company domiciled in Florida since 1972. As such, we specialize in the servicing of our field force, and the distribution of the most competitive products for Term Life, Universal Life, Whole Life, simplified issue, Annuities, and Survivorship products. We are a full-service marketing company equipped to help during the entire underwriting process. From our most inexpensive term, jumbo permanent products, or annuities; our administrative staff, with over 100 years of combined insurance experience, stands ready and very able to help with all your insurance needs. In 1998, Bill Levinson brought his marketing and management expertise to the life insurance industry. He is today a very successful Managing Partner for Levinson & Associates. Bill continues to service over 22,000 new and existing agents, each representing our entire portfolio of 90 life carriers and over 30 annuity companies nationwide. He brings a youthful exuberance and enthusiasm, and servicing our agents remains his number one priority. Levinson is a world-renown innovator in our industry, creating the 1st ever client-driven online term platform, life agent-focused CRM tool, and the cutting-edge Agency Automator prospecting system, amongst other unique technological advances and innovations. He currently participates in various company advisory boards and is a current member of NAILBA’s ASNG group. We, at Levinson & Associates, want to sincerely thank our Agents for allowing us the opportunity to quote and service all of your Life/Annuity & Insurance needs!
Guest Speaker: Natalie Cooper (Levinson Agent) - I come from a long line of insurance agents including my father, his brother, and many of their 1st cousins. I grew up learning from Clement Stone, the founder of Combined Insurance Company of America who my dad and the rest of our insurance family worked for. W. Clement Stone is now a highly recognized motivational inspiration for many in the insurance industry. I recall being gathered around the dinner table and the whole family reciting his famous words—“I feel happy! I feel healthy! I feel terrific!” and always having “PMA”—Positive Mental Attitude. Actually, it was, and still is my father who is my role model. After recently celebrating his 80th birthday and reflecting on all I have learned from him, I can honestly say that it was my parents who gave me my core sense of integrity and ethics that still guide me through life and my career. I grew up in Columbus Ohio and graduated with a BS in accounting with a double major in finance from Franklin University in 1990. A few years later in 1995, after moving to South Florida, I became a licensed insurance agent. The original intent was to work with my father in the tax-deferred annuity and life insurance business and move back to Ohio. Shortly after I became licensed, I realized my home at that time, would remain in south Florida. I began my career working with retiree groups including the City of New York, their unions, and other large employers like Sears and AT&T who offered retiree benefits. This was when I was first introduced to the senior market. I found real satisfaction in dealing with seniors and knowing that I may have been one of the few agents they worked with that put their best interest first. The laws pertaining to marketing to seniors were nearly non-existent and at that time and so many of my clients had been lied to, sold something they didn’t need, or strong-armed into a policy they could not afford. The feeling of truly helping a person get what they needed, putting some money back into their pocket, and working with someone they felt they could trust was a great feeling. After spending about 7 years working exclusively with seniors and specializing in Long Term Care, Annuities, Medicare, and Final Expense, I branched out to two other areas to accommodate my client’s children that were asking me to help. Their kids were a natural progression and I began my entree into Term Life and Disability insurance. The insurance business has been such a rewarding experience for me. I know that I have truly changed people’s lives. This is where I’ll be for the remainder of my working years and I’ll hopefully pass the baton to another person who can enjoy what they do as much as I have.
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In this episode, Bill goes behind the scenes with Larry and E.L. to understand the origin of "Your Family Bank", the method behind the madness, and the current impact that it makes on agents and consumers across the country. Larry and El's unique approach to the insurance industry re-wrote the way that Life insurance is marketed and sold and opened a new door of unlimited lead opportunities for agents nationwide.
Learn how this strategy will get your clients out of debt in 9 years or less without spending any additional dollars than what they are spending today!
Active Levinson agents can qualify for exclusive incentives to help pay for full access to the platform & coaching!
Click the link here for more info.
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In this latest episode, Listen to Bill & Cary Levinson interview Jason Solodkin, the former Miami Heat and Hurricanes sportscaster who has successfully transitioned to the Life Insurance business as a Levinson GA and CFP!
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NeAndre Broussard is the Founder and CEO of Black Menswear. With a background in sales, he’s consistently been a top performer in the financial services industry for the last 10 years. He currently serves as a Key Account Sales Rep for National Life Group / LSW. After studying markets and culture at SMU, he quickly learned social media marketing and worked to build a number of largely successful social media platforms, with Black Menswear being the most pivotal. He’s been featured in several publications and has had his story shared on NBC, ABC, Fox, and CBS affiliates around the country. NeAndre is based in Dallas, TX with his wife and two sons.
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Listen to Bill interview Mike Patel, a successful Levinson General Agent who shares his methods for success that have helped him achieve the best results in the Life Insurance industry!
- Visa fler
