Testimonials
Our client feedback
Don’t take our word for it. Trust our clients.
– BS
Awesome service from Jerisma, who is very diligent in following up with the carriers. Kudos to her for keeping things straight – Quite a few policies to monitor.
– BW
Angela, I love your efficiency and support. Thank you for all that you do.
– SC
Thank you so much for all you do, you guys are AWESOME!
– MM
JC spent the time to make sure things were correct and even handled all of this after hours. A real asset for any agent working with him.
– GO
I just wanted to take a moment to share how impressed I’ve been with the support I’ve received as a new agent with Levinson. The team has been incredibly helpful in getting me set up and started, providing top-notch guidance every step of the way. I’m excited to be joining such a great organization and look forward to what lies ahead.
– TL
Everyone that I’ve dealt with has ALWAYS been PROFESSIONAL, COURTEOUS, and So Very Helpful!!! THANKS!!!
– SM
I’m my opinion, Josh is state of the art and always comes through. I’m always delighted with how he enlightens me about options. He’s a treasure for Levinson and for the clients he helps.
– JP
6:30 Friday night and Josh is still sending quotes!
– LR
Ashley was very friendly, patient, and knowledgeable. She was able to help me with all the questions I had.
– DD
Cary, Angela has done a great job being on top of it as she always is. It was the carrier who didn’t know which way was up on this case.
Thank you both for all your help on this one.
– DS
Jerisma, both you and the client deserve huge praise for your patience through this case. I have never had this much turmoil getting through a case.
I thank you for your grace & patience with me on this!
– RK
Team you are a 10!
– JM
In general, the service provided by Levinson has always been stellar!!!
– JG
Andrew was very friendly, knowledgeable, informative and helpful. He was able to address all of my questions and if he is an example of the quality that Levinson offers I am even more excited to be a part of the team.
– DD
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
