Testimonials
Our client feedback
Don’t take our word for it. Trust our clients.
RJ has helped me and he is my right hand in bringing my Business to the next level, he is very knowledgeable in Life and Annuities.
– David
Everyone gets VIP treatment at Levinson and Associates! It does not matter the current size of your business, at Levinson they make you feel like family and their team is always available to help you and your clients.
– JC
Ashley K in contracting helped me get my writing number the same day. I was able to write a policy that day with the carrier.
– Daniel
Josh was great! He answered questions about my Client’s medications and emailed me quotes as soon as we were off of the phone.
– Joseph
Hard to improve on excellent!
– Mike
RJ Breen is excellent agent! He is knowledgeable and always willing to help me with various questions and complex cases.
– Rick
Continue employing professional and courteous people. I like the prompt response I get when I have questions or need some guidance. I am 100% pleased with the Levinson service and team.
– Nita
Angela’s service and follow-up with the status of my cases has been excellent. When I ask a question, she always responds quickly.
– Gary
Working with Angela is the best. You can’t improve on the best.
– Dan
RJ has been an excellent member of your company. He is a consummate professional.
– Rick
I would like to thank the Levinson Team for the heads-up about Liberty Bankers. Because of your guidance, I was able to make the sale and take the application. You are a true Rock Star!
– Sam
RJ is so very helpful whenever he reaches out to me as a slow process for me trying to get used to recruiting new clients for annuities but I know Levinson is there for me. I appreciate your service and will continue to be a loyal agent.
– Faliscia
You have excellent service, when I call and leave a message, your staff always returns the call in a timely manner.
– Joseph
The Levinson Team AS ALWAYS, you all are AWESOME and AMAZING with EVERYTHING you do!!!
– Sam
You are all at the top! keep up the great work!
– Annette
The Levinson Case Managers make my life easy. I think having Jerisma, over the last few years, guide my business has been wonderful. Thanks for allowing her to handle my new business.
– Rob
Thank you Levinson & Associates Inc.. I appreciate all the assistance and knowledge that you offer your agents. Knowing that you can reach out and receive return calls and emails in a timely matter means so much. If other agents are looking for a true IMO with all the best tools and support, you won’t be disappointed. The Levinson Team has been so helpful and all their staff is top notch!
– Dava
Just to let you know the Levinson team has helped me out a lot and cases are coming in. Just wrote a 4,000 conversion with John Hancock. Not to be left out, the girls have been great in helping me with Admin and explaining my contracting. I just wanted to say thanks again.
– Rob
You run an excellent firm. Your dad built a great foundation for you to build off of. I was telling Kemp you were the best life IMO shop I have experienced in my many years career.
– Richard
There is no improvement needed, this is the best agent friendly agency!
– Gary
Your staff is exceptional and always professional.
– Mike
It’s working!!!! You are the best!!! You guys added 5 years to my life!! LOL
– Candyce
The support and service that you render to the agents are superb. The technical tools and training videos you provide give the agent an edge. The more the better!
– Patrick
RJ was very helpful in getting me setup for annuity training and provided insights on annuities in general.
– Erwin
Susan is very knowledgeable and her emails are informative. She knows what a broker needs, before he does and gets that information to him. Her turnaround time is almost instantaneous. Glad to have her as my go-to person.
– Bruce
Levinson has been a breath of fresh air. Andrew, RJ, and Carolyn have been very helpful. Thank you!
– Carol
I just wanted to express how truly helpful & beyond satisfied I am with everyone in the licensing & contracting department, especially Ashley. In over a decade in the industry I’ve never seen a staff that promotes such urgency, professionalism, carrier educated, and all who are equally patient & kind. This department speaks volumes about Levinson & Associates.
– Kenneth
Whatever you want to be in life you must have the right tools to build a strong foundation. Levinson provides the best of the right tools to build a strong foundation for your business such as a free website, CRM tool, a database of over 600,000 consumers & business owners, weekly training webinars and I could go on and on!
– David
Melissa relieved my stress over an application that has had to be redone a few times. The carrier sent out an email that it would cancel the application if not corrected. The email was sent before the system got the updated application. Thank you Melissa.
– Dan
As you know there are 1000’s of agents and 1000’s of agencies. Keep doing what you’re doing because service is one thing however Friendship you offer! Is more important along with your support letting me know I am part of the family.
– Mike
I am honored and delighted to be part of your wonderful organization. From top to bottom you are a class act who really cares about the client and the agent.
That being said, your technology is light years ahead of the competition. I love Insure Me Now Direct and make my promise and New Years Resolution to help many, many clients on this platform.
– Tommy
Y’all are the VERY BEST EVER!!!!!!!!!! Each of you is very much appreciated. A true Blessing!!!!
– Eddie
Dawson was geeking out that your father called him personally. Your family is absolutely amazing, and I love that as you’ve grown – you’re still keeping the personal touch that builds relationships. I’m so happy he took the chance and made the jump with you.
– Mike
WOW ANDREW, THANK YOU!
I found the info on case status and that is by far the most professional and easy-to-read status page I have ever see. Thanks for your patience.
– Al
You guys have the best back office and sales/marketing support, in my opinion!
– Steve
Awesome IMO, I came onboard about 3 weeks ago and I could not be more impressed on how helpful this agency is to work with, and I wish I found them years ago. Thank you Levinson & Associates Inc. for all of the support.
– Cliff
Beth is exceptional! Always outstanding service!
– Matt
Thank you Heidi for taking the time to explain things to me today. I don’t write LI, so every time I do, it seems brand new to me. I have said this to others there, you guys have the best back office that I have dealt with. Your team is knowledgeable, proficient, and Levinson answers the phones!
– Steven
I was honored by a call from Mr. Levinson himself regarding my satisfaction. Cary was gracious with a warm welcome to the agency which of course I appreciated! For the record I was trying to express ‘extremely satisfied’ in speaking with the Levinson team and I am look forward to getting started!
– James
RJ is always a pleasure to work with , and he gets things done for me.
– David
I’m blown away by the support and professionalism of Levinson & Associates! I was able to write my first life insurance policy ever, a $2 million term, thanks to your staff. Christi, Andrew and Jerisma were instrumental in the whole sales process. And Bill’s weekly webinars gave me the education needed to get my feet wet. You are literally opening new doors in my career.
– Kirk
I greatly appreciate the resources and the relationships that Levinson & Associates delivers to us.
– Arthur
Josh is excellent! He knows the products very well and he is a pleasure to work with!!
– David
No improvement necessary. Josh is his usual absolute best self: I have been going back and forth with him on email since yesterday late afternoon, refining LTC solutions for an 82 yr-old client, and he fires back his well-informed responses after hours, and super-promptly during regular “working” hours. Awesome service. Thank you!
– Bertrand
Excellent and perfect timing…I really appreciated what you have done for my business. Andrew and RJ are so easy and helpful EVERYTIME I call. l am selling my P&C agency and going to do Life etc. full time.
– Paul
Andrew was actually EXCELLENT with his introduction to the company and I also had a chance to speak with Beth with marketing and between the two of them, they provided that what I saw on the webpage was EVERYTHING that I was looking for. I am very happy to have found Levison & Associates and I intend to stay the rest of my career.
– Arthur
Very satisfied with customer service. Angela is always helpful and friendly.
– Marv
I’d like to personally thank Andrew for all the excellent support, advice and assistance with any cases I’m working on. Andrew is a wealth of knowledge and is always quick to respond to questions, issues or as a fantastic resource for anything to do with life insurance. Exceptionally professional and I can’t say enough good things about Andrew!
– Nathaniel
