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

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

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Jaksot(70)

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