Cover - Levinson And Associates Review – For Agents Thinking Of Joining

Levinson And Associates Review – For Agents Thinking Of Joining

By David Duford - January 03, 2023 - 5 Mins Read

Disclaimer: We are not in any way affiliated with Levinson and Associates. In fact, we are a direct competitor of theirs. This article is our personal review of their agent sales career opportunity and our personal opinions of the company. If you are looking to contact Levinson and Associates directly, call them at (800) 375-2279.

Thinking of partnering with the insurance IMO Levinson and Associates to sell insurance?

If so, you’ve found the right article!

Today, I’ll discuss the details about how Levinson and Associates work.

That way, you can figure out if joining their agency makes sense for your insurance sales career goals.

Let’s begin!

NOTE: Read my insurance sales opportunity overview page for more reviews of other marketing organizations and national agencies.

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About Levinson & Associates

Levinson & Associates is an insurance marketing company based in Coral Springs, Florida. They have been in business since 1972 and focus on selling life insurance and annuities.

The organization is currently run by Bill Levinson, who has over 20 years of industry experience.

Levinson & Associates offers a wide range of sales and product management tools for their agents to make the sales process easier.

Levinson & Associates Products

Levinson & Associates sells a comprehensive range of life insurance products.

These include:

    • traditional whole life insurance,

    • guaranteed issue whole life insurance,

    • permanent life insurance,

    • quick issue term life insurance,

    • hybrid life insurance, and,

    • accidental death coverage.

They also offer critical illness and disability income.

Levinson & Associates also sells fixed and variable annuities. Annuities can be used as a form of passive income, and are a popular choice for retirement planning.

Their full portfolio contains over 70 insurance companies and over 25 annuities – this is just a brief overview of the products they offer.

Levinson & Associates Leads

As with other sales organizations, Levinson & Associates charges a fee for their insurance leads.

Their lead fee is very reasonable, averaging $15-18 per lead. Their online tools can send leads directly to you.

They have a focus on direct mail leads, which is a different approach from many other companies.

If you work with them continually and continuously generate sales, you’ll get more leads sent to you over time.

Levinson & Associates Marketing Tools

One of the things that makes this organization stand out is that they offer a wide range of tools for their agents.

Their I-Genius platform can help agents find leads and underwrite policies very efficiently. They provide free websites for their agents, and also have tools that automate email marketing and provide online quotes for clients.

They have a program that subsidizes a year of education at a private college for their agents.

Levinson & Associates Commissions

Levinsons & Associates offers decent commission rates for their products. As with the lead generation, these commissions can increase over time if you consistently produce sales.

However, there isn’t much information available about how specifically to increase these commissions.

Is Levinson & Associates a scam?


Levinson & Associates is a legitimate, reliable option for those looking to sell life insurance, annuities, and similar financial products. 

Their leads are very affordable, which makes them a good option for those who aren’t looking to put down much money up front.

Levinson & Associates also provides reasonable commissions.

While they aren’t the highest on the market, they are enough to generate a comfortable income with regular sales.

Levinson & Associates also isn’t a captive agency, so you’ll have more freedom and flexibility with your time and your sales career overall.


Levinson & Associates also offers a wide range of training tools for those who are new to insurance sales.

These include scheduled webinars as well as a video library that salespeople can access at any time.

Levinson & Associates also offers personalized training options for those who prefer a little bit of extra guidance.

Bottom line, Levinson and Associates is a great marketing organization that many agents will enjoy working with.

If you’re interested in getting a second opinion on another insurance IMO, check out how my national insurance agency works here.

Also, check out my many Agent Success Stories, as well as my highly-reviewed insurance sales books.

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