Episode 57: Listen To One of Our Top California Agents Share His Own Sales Strategy, Selling Tips & Success Stories!

Episode 57: Listen To One of Our Top California Agents Share His Own Sales Strategy, Selling Tips & Success Stories!

Listen to Ian, an elite Levinson agent, as he shares his ideas, sales concepts and secrets which help make him super successful in our industry. Bill will uncover Ian's continued success for the past 12 years even through the pandemic and difficult economic times. After listening to Ian and Bill, we guarantee that you will walk away with at least one sales idea to elevate your practice.

Ian W. Bio:

Ian began his career as a life insurance agent when he worked at a call center. After less than a year of working in the trenches, as a fast learner, he became the top producer. From there, he used his expertise and in-depth knowledge to expand beyond the corporate world by starting his own business and becoming an independent life broker.

With over 15 years of financial services experience, Ian has a strong passion to serve his clients abundantly. He first does this by going above-and-beyond the norm of continuously staying up-to-date with the rigorous industry standards, underwriting regulations, and code of ethics.

Secondly, he's contracted with more than 30 life and health carriers and licensed in more than 30 states. What this means is with a wider network, he's more available to better serve his clients and match them with literally the best life and health insurance rates among highly rated companies.

Although, based on his title, it may seem as though he primarily serves federal employees, he can assure you, this is not the case. His services also extend to ANYONE looking for life insurance or medical coverage.

In addition, Ian's firm understanding of all the underwriting specialties and nuances for many companies, is a big plus for his clients. He can easily pair them with the right company most suitable to their health, budget, and needs. This saves his clients tremendous time, money, and headaches.

Ian also brings the highest degree of exceptional service. He listens thoroughly to all his clients' needs and works diligently with them to implement a well-grounded plan that helps meet their financial, health, and coverage concerns. He believes that putting his clients first and maintaining the utmost level of professionalism is a must that has never steered him wrong.

For what he's accomplished, his clients are forever grateful for his high level of service, honesty, transparency, and integrity. They value him as a professional broker, adviser, and friend who genuinely cares about their well-being by solely looking after their interest only.

Ian W. Website:

https://feglilifesavings.com/

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

Avsnitt(68)

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 Dec 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 Dec 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

Episode 60: Bill Sits Down w/MDRT, CLU, CHFC 51 Year Veteran Levin Insurance To See What's Working Well & How They Can Help Others!

Episode 60: Bill Sits Down w/MDRT, CLU, CHFC 51 Year Veteran Levin Insurance To See What's Working Well & How They Can Help Others!

Eddie's Biography: Eddie is from New Orleans and received his Undergraduate and Graduate Degrees ( BS and MBA) from Louisiana State University ( LSU in Baton Rouge, LA.) Eddie has been an Independent ...

7 Aug 20251h 8min

Episode 59: Generate Your Own Life/Annuity Leads! Automate Social Media, Ad's & Websites W/ Coach Danny!

Episode 59: Generate Your Own Life/Annuity Leads! Automate Social Media, Ad's & Websites W/ Coach Danny!

Listen to Bill interview Danny, our Social Media Marketing and Paid Ads Expert! In this part 2 episode, Bill and Danny dive into the ins and outs of Life/Annuity Digital Marketing in Today's Industry!...

18 Juni 202535min

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