Levinson & Associates Inc.

Levinson & Associates Inc. Levinson & Associates is a Top-10 IMO est. 1972. Levinson & Associates, Inc. is a national Independent Marketing Organization domiciled in Florida since 1972.
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We support independent insurance Agents & Agencies nationwide with leading Life, Health & Annuity products, competitive commissions, exceptional service, innovative marketing, technology, and lead solutions As such, we specialize in the servicing of our field force and the distribution of the most competitive products for Term life, Whole Life, Supplemental products, Indexed Universal Life, Univer

sal Life, Annuities and Survivorship products. We are a full-service Marketing company equipped to help our 22,000+ Agents during the entire underwriting process. From our most inexpensive Term, jumbo permanent products or Annuities, our administrative staff with over 200 years of combined insurance experience, stands ready and very able to help with all of your insurance needs. In 1998, Bill Levinson brought his marketing and management expertise to the life insurance industry. Today, Bill is the Managing Partner for Levinson & Associates, Inc. He, and his team, continue to service over 22,000 new and existing Agents nationwide, each representing our entire portfolio of 90 life insurance carriers and 30 Annuity companies. Servicing our Agents and helping each and every one elevate their practice, has been Bill’s goal and priority since day one. Bill is a renowned innovator in our industry creating the first & only multi-carrier, 100% client-driven, online insurance platform built for insurance agents called “Insuremenowdirect.com.” He also developed the only life agent-focused CRM tool along with the cutting-edge Agency Automator prospecting system amongst other unique technological advances and innovations. He currently participates on various company advisory boards and is a member of NAILBA’s ASNG group. The entire Levinson team wants to sincerely thank each and every one of our Agents for allowing us the opportunity to service all of your insurance needs. And always please remember, that without you, we are just another IMO, not the elite Independent Marketing Organization you have allowed us to become. Thank you all so much & welcome to our family!

You’ve heard the claim: "Indexed universal life has a massive surrender rate problem."But the actuarial data tells a com...
09/08/2026

You’ve heard the claim: "Indexed universal life has a massive surrender rate problem."

But the actuarial data tells a completely different story.

Critics love to weaponize aggregate lapse numbers. The problem? They lump properly designed policies in with underfunded contracts and non-underwritten group coverage.

That’s like declaring a medicine useless by averaging the patients who took it with the ones who never filled the prescription.

Here is what LIMRA and the Society of Actuaries (SOA) actually found:

• Universal life lapse rates have trended downward, not up.

• Accumulation-focused IUL boasts some of the highest premium persistency in the flexible-premium market (paid-to-planned ratios up to 91%).

• When structured and funded correctly for the right buyer, IUL isn't a cautionary tale—it’s an anchor asset.

Don't let bad math drive the narrative.

Read the full analysis in my latest piece for Today: https://at.naifa.org/the-iul-surrender-myth

09/07/2026

Email from Levinson & Associates As we enter the third quarter of 2026, the Levinson & Associates Annuity department continues to see record results! Levinson Agents are experiencing the largest Annui

Happy Labor Day! 🇺🇸Today, we celebrate the hard work, dedication, and determination that keep businesses moving forward....
09/07/2026

Happy Labor Day! 🇺🇸

Today, we celebrate the hard work, dedication, and determination that keep businesses moving forward.

To the insurance professionals working hard for their clients and building their businesses every day, we appreciate you.

Wishing you a safe and relaxing Labor Day!

09/06/2026

Email from Levinson & Associates Did you miss our webinar training on 08/20/2026? Listen to our Webinar Rewind anytime on-demand!  We hosted our VP from Transamerica to review a sneak peak into brand

09/05/2026

Email from Levinson & Associates Don't miss out on valuable Life, Health & Annuity contests and incentive programs available exclusively through Levinson & Associates! Whether you're focused on Life I

09/04/2026

Email from Levinson & Associates Bill Levinson, Managing Partner of Levinson & Associates was recently featured in the NAIFA Newsletter for September, discussing the myths surrounding Indexed Universa

09/04/2026

Email from Levinson & Associates On this, and every Labor Day, we celebrate the pride and spirit of the great men and women who have worked so hard to improve the lives of not only their families, but

09/04/2026

Email from Levinson & Associates *Click The Flyer To Enlarge & Access Links Levinson & Associates | 5551 N. University Dr Suite 201 | Coral Springs, FL 33067 US Unsubscribe | Update Profile | Constant

09/03/2026

Email from Levinson & Associates For today's live training, we will explore the industry’s #1 suite of Living Benefit Riders and how to leverage these solutions to grow your business and better serve

09/03/2026

Email from Levinson & Associates RSVP for our high-impact training designed to help insurance agents generate more prospects, build strategic CPA partnerships, and turn new opportunities into sales. L

Address

5551 N University Drive Ste 201
Coral Springs, FL
33067

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm

Telephone

+18003752279

Website

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