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

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

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

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

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

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