Top Premium Finance Sales Concepts

Top Premium Finance Sales Concepts

David is the V.P. of Business Development for NIW, David Greene has been involved in the financial services arena for over 39 years. From 1993 to 1998 he was Vice President of Marketing for both Jefferson Pilot Life out of Greensboro, NC and Southland Life Insurance Company (an ING company) in Atlanta. David also managed the life insurance division of Honkamp Krueger, a large regional CPA firm out of Dubuque, Iowa. Prior to that he was the Life Specialist for The First Interstate Bank Systems of Iowa, owner of an Iowa based mortgage banking company and ran the life insurance division of a large property & casualty firm in Des Moines, Iowa.

David's area of expertise is in financed life insurance, business & estate planning and executive benefits planning. He has been married for 39 years and has two children. Growing up, Dave played college basketball, was a tournament water skier and a professional windsurfer. His hobbies include racquetball, tennis, golf, skiing and is a private pilot.

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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 ...

9 Heinä 37min

Episode 67: From Broadway To Oprah, Dr. Drew & Fortune 500 Execs. Coach Mark Stephens Shares His Personal Story & More!

Episode 67: From Broadway To Oprah, Dr. Drew & Fortune 500 Execs. Coach Mark Stephens Shares His Personal Story & More!

Description:  In this podcast episode, be sure to listen to Bill Levinson as he hosts Mark Edgar Stephens, an industry-renowned executive sales coach, consultant & author, and a master of "Body Langua...

15 Kesä 49min

Episode 66: From The NFL To The Ultimate Lead Lab Platform Creation!

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 ...

28 Huhti 56min

Episode 65: The Only Way To Leverage "Premium Finance" Life Insurance Moving Forward!

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 busi...

20 Helmi 55min

Episode 64: AmeriLife CEO Scott Perry & Bill dive into Insurance Distribution, Diversification, Sales Strategies & The Vision Moving Forward!

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/consume...

30 Joulu 202557min

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

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...

17 Joulu 202535min

Episode 62: Bill, RJ & Ron Discuss What It Takes To Be a Top 10 Annuity Producer with Levinson!

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 w...

3 Marras 202554min

Episode 61 w/Kent! "One Of Levinson's Top Agents Grows His Business 10x In '25!"

Episode 61 w/Kent! "One Of Levinson's Top Agents Grows His Business 10x In '25!"

In this episode, Bill interviews successful Levinson Agent, Kent. After 20+ years in the industry, Kent was able to re-invent himself and grow his business 10X in the past 1-2 years! Listen & learn fr...

5 Syys 202554min

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