Income and Tax Saving Strategies

Income and Tax Saving Strategies

Hear Bill Levinson as he interviews Mary Read CPC, QPA, CPFA, National Director of Pension and Protection Planning at Pentegra Retirement Services! Mary was the Vice President for an A+ rated life insurance company among other prestigious positions in her tenured past! She has also authored and published 3 award winning books! In this episode, Mary discusses her journey in the business, as well as her famous income and tax saving strategies that have helped so many of her clients around the country!

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Episoder(70)

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 Jul 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 Jun 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 Apr 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 Feb 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 Des 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 Des 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 Nov 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 Sep 202554min

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