Testimonials
Our client feedback
Don’t take our word for it. Trust our clients.
I would like to send this personal note to you for thanking team members, like Joshua, who support and guide you to the core of Annuity product selection.
Last year when our client was looking to park $200K, he guided us to Clear Springs Annuity and we just got our Annual Statement last week. Our client made a return of over 21% in the first year!!!
He is a true asset and does a thorough evaluation before suggesting an Annuity, which is like finding the right fish in an ocean 👍 Kudos to your setup and staff!!
– PS
Hope you’re well! Wanted to let you know that I submitted 5 IUL’s for one of the orphan leads you sent me. Husband, wife, two children, and granddaughter for about $50k in AP! Man I’ll take more of those orphan leads whenever you have them lol
– GZ
Super, Super, Great… I could not complete my work without the team at Levinson and Associates
– Richard
These guys go above and beyond to improve your business. Josh and RJ are the best!
– Scott
My fellow investor who is life licensed for decades recommended Levinson as a place for my Life License. I could not be happier. Their customer service for us agents is superior with a team of researchers that will screen the multiple right answers for client solutions. Several sets of eyes focused on the top solutions of our clients. Very exciting!
– Michael
The 2 Powers life cases done with e-app yesterday with Pacific Life came from the Mortgage Protection Lead Program with you! Not huge cases, but, they are a young couple that just got married a year ago. Just found out they were expecting and are over the moon. They have agreed to a face-to-face meeting and completing a Comprehensive Factfinder to do a financial plan. Said they have been looking for assistance in this area since they got married, but couldn’t find anyone they felt they could trust! You just never know. Will keep you posted.
– Terry
Levinson is the most resourceful company I have ever worked with, and I have been with a few. I can stop looking for an IMO that I can count on for support! You guys are amazing!
– Patricia
Thank you so much Cary. This is why I you guys are the best!
– Morty
Thank you so much Ashley for all of your help. Have a great rest of your day.
– Doug
There’s nothing to improve at this point, this place is unreal!
– Alejandro
I had a conversation with Robert and he helped reinstate a lapsed policy and WITHOUT me asking. He pointed me in the right direction to get Insure Me Now Direct website. Just keep doing what you’re doing!
– Pedro
I spoke with Beth a few days ago and after helping me get contracted with Manhattan Life she quickly established my Insuremenowdirect website. Great response, quickly and friendly. Could not ask for anything else!
– Pedro
I have been in the insurance business for almost 2 years with IMOs and FMOs and Levinson & Associates is one, if not the best in the industry. They have an amazing staff and support system with cutting-edge technology. I highly recommend Levison & Associates to agents who want to unlock their potential and flourish. They also are contracted with the best carriers in the business. Bill and Cry have a great vision and are very personable people. Thanks to the entire team for all their support, I would not be able to succeed without them!
– Israel
Service was exemplary. Could not ask for better.
– Mac
I’m a new agent and just started listening to your YouTube videos. I’m looking forward to learning.
– Lynn
Keep answering the phones and delivering what you promise.
– Pedro
I just completed the training & great nuggets from the amazing annuity team. RJ on a regular basis makes sure I have all the right tools to be successful.
– Barbie
I know my production will go up with Insure Me Now Direct. Plus all the support I get from the Levinson Team. Everyone is so very helpful to me. Sometimes I feel like I am the only agent with Levinson because I get such quick responses and help.
– Nikki
I just started my life insurance journey in the last few years. I got my license in 2013, but without much guidance, my insurance profession did not grow. I joined Cary Levinson in 2021, and truly went on my own 2023. With their guidance, my career in insurance has been flourishing. If you are a new agent, or an agent who needs a new FMO, I highly recommend Cary Levinson & Associates. You will get the support and assistance you need, and learn how to discover opportunities in your client base you did not know you had. If I had not joined Levinson, I do not think I would still be in the insurance business. I have tried other organizations, and I did not get this level of support, in fact, no where near what Levinson has done. In addition, they are contracted with the best insurance companies to best take care of your clients. I feel very confident that I can take on any insurance case because the team at Levinson has by back.
– Vimal
Beth was absolutely first-rate in steering me to the LinkedIn and Facebook websites for posting and branding.
– Michael
You all do with heart ❤️ ! Never better
– Rose
Andrew, and the marketing and educational team, have all been so very helpful as I try to navigate this ” new stuff!”(technology) I am very old school. I hope I get it, it’s over my head lol!!
– Al
I could not do this without all of the Levinson team help and knowledge!! Your the best!! 🙂
– Lynn
I really enjoy working with your people.
– Greg
Ashley K. continues to perform at a high level. She is very much appreciated. Thank you Bill! 🌞
– Richard
Levinson is awesome! They always notify me with what I am eligible for and they have excellent follow up. Thanks so much!
– Petrina
I had some changes I need to make to my IMND website. I messaged Beth and told her what I wanted to do. She managed to up my request to a level I hadn’t even considered. I love working with the Levinson team!
– Sam
I want to express my heartfelt gratitude to each of you for your tireless efforts in making this work. Your support has been invaluable, and I am truly grateful for it. In life, we must accept the challenges along with the successes.
– Shandra
RJ was GREAT! He sent me the links that I needed for CE, and explained some important info about the Sage scholarship carriers. He was very polite, and promptly emailed everything to me.
– Joseph
Wow! I was told y’all were quick service…and you delivered!
– Tim
I’ve been an Agent since 1961, still working daily with the fantastic help of the gang at Levinson, who are always there to help me find the right product and help me with the apps and underwriting. Times have changed so rapidly in the past 10 years with products and rules, and the Levinson team helps me stay on top of it. Thanks to all of them for their great knowledge.
– Gary
Levinson is awesome! You all make this technical stuff seem so easy, thank you so much.
– Al
I am always amazed with your turn times. I didn’t think you could get to this until next week. The Levinson Fact Sheet has got to be one of the best intake forms I’ve ever seen.
– Samuel
I just started with Levinson & Associates, and I couldn’t be more excited to join the team. I’m thrilled to be partnered with Levinson & Associates, and especially grateful for Bill and all the valuable information he shares. Bill’s podcast is incredibly beneficial and a perfect way to grow not only in my career but also as a person. Thank you, team! I appreciate all of you!
– Sean
The service at Levinson is amazing!
– Patricia
Saskia is very efficient, super friendly, and professional. She’s an asset to Levinson and Associates.
– Mike
I wish I was working with you guys years ago, The Levinson team is a well oiled machine!
– Gerry
After 11 months of nothing I have now begun writing policies. I have to thank Bill L for his patient leading and pointing me to someone who has turned my life around. Positive Tuesday is positive everyday for me now. thanks to Bill, RJ, Andrew and all the staff for bearing with an old man who is learning a new trade. Turning 77 in about two weeks.
– Daniel
I have to tell you how impressed we are with every person we have interacted with at Levinson! Our team is incredibly grateful to be apart of the Levinson family. THANK YOU so much for all of the hard work!!
– Sandy
Service is always outstanding with the Levinson Group. Main reason that I moved from previous IMO to Levinson.
– Terry
It’s been a learning process for me, but I couldn’t have made the sale without Christi’s guidance 😊 You and the Levinson team rock!
– Kirk
You guys are great. No complaints. Quality all the way!
– John
I have agents who come to me for help and they ask me about what IMO I work with and without hesitation I tell them Levinson and Associates for two reasons. First, they have some outstanding sales and marketing platforms but secondly, and most important, they are honest and do what say they are going to do. Very rare in the insurance industry, but recently Cary and Bill were able to help me with an issue, and for that I am extremely grateful. Thank you both for your understanding and effort.
– Jim
No recommendation(s) for improved service – R.J. provided excellent, prompt service! Thank you!
– Joyce
You people are awesome & beautiful!! More business will follow and I’ll get together with Levinson marketing when I get back!
– Ernie
I appreciate, you and all the staff there, you are very attentive, no matter the case.🌞
– Steven
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
