5 Major Updates: The Strategic Evolution Of Cary Levinson & Associates In The Insurance Industry
The landscape of the life and annuity brokerage industry is constantly shifting, and as of late 2024, Levinson & Associates, Inc. is at the forefront of this evolution, driven by a major national partnership and the launch of new, competitive products. This Florida-domiciled Insurance Marketing Company (IMC), which has been providing quality service to its field force since 1972, has recently amplified its scale and resources through a strategic alliance that is redefining its position in the marketplace.
The company, under the leadership of President Cary Levinson, continues its tradition of an "agent-first culture" while integrating innovative solutions and cutting-edge technology to support financial professionals and advisers nationwide. The following deep dive outlines the most critical, up-to-date information and strategic moves from Levinson & Associates.
Cary Levinson: President and Industry Voice
Cary Levinson is the President of Levinson & Associates, Inc., a National Insurance Marketing Company (IMC) based in Coral Springs, Florida. The firm specializes in the life and annuity brokerage industry, serving its field force and financial professionals across the country.
- Role: President of Levinson & Associates, Inc.
- Company Specialization: Servicing a field force of financial professionals in the life and annuity brokerage industry.
- Company History: Domiciled in Florida since 1972, providing decades of quality service.
- Key Publication: He authors "Cary's Corner," a monthly publication that offers insight and perspective into the life and annuity brokerage business.
- Recent Initiatives: Launched the "Cary's Corner Video" series to further share his industry expertise and updates.
While some public records may reference a Fort Lauderdale-based attorney named Cary Levinson specializing in divorce and family law, the entity known as "Cary Levinson & Associates, Inc." or "Levinson & Associates" is firmly established as a leading national insurance marketing and brokerage general agency (BGA).
The Game-Changing AmeriLife Partnership: Scale and Resources
The single most significant and recent development for the firm is the forging of a national partnership with AmeriLife, a leader in the insurance and financial services industry. This alliance is not merely a business transaction; it is a strategic move designed to significantly enhance the resources and capabilities available to the Levinson & Associates agent network.
This partnership allows Levinson & Associates to maintain its renowned agent-first culture and personalized service while leveraging AmeriLife's immense scale, innovative solutions, and broad resources. The goal is to empower agents with better technology, marketing support, and access to a wider array of products to better serve their clients' retirement and financial planning needs.
For financial professionals working with Levinson & Associates, this means a direct and immediate boost in their competitive edge. The collaboration strengthens the firm's position as a major player in the life and annuity space, ensuring their advisers are equipped with the best tools in the industry.
Product Innovation and Annuity Strategy Updates
Levinson & Associates continues to focus on providing cutting-edge financial products, particularly within the indexed annuity market, which is crucial for modern retirement planning. Recent updates highlight their commitment to staying current with market trends and providing value-added features for long-term financial security.
1. Launch of Patriot Technology Index Strategy
In a move to capture growth potential in the technology sector, Levinson & Associates announced the addition of the Patriot Technology Index Strategy to its product lineup. Effective as of mid-July, this new strategy was integrated into all new and inforce Strategy 10 Index Annuity cases.
This product update reflects an understanding of the need for clients to have exposure to growth-oriented sectors while maintaining the principal protection offered by indexed annuities. It is a key selling point for financial professionals seeking to diversify their clients' retirement portfolios with modern, competitive strategies.
2. Tuition Rewards Program for Client Retention
In addition to product performance, the firm offers unique client incentives. Levinson & Associates provides access to the Tuition Rewards program for clients of financial professionals and advisers who work through their agency. This program offers a unique, value-added benefit that can significantly help clients save for college tuition, fostering stronger client relationships and long-term retention.
3. Ongoing Regulatory and Tax Updates
The firm ensures its agents are always informed about the complex regulatory environment. Regular updates are provided regarding crucial financial information, such as changes to federal estate and gift taxes. This commitment to timely and accurate information, often delivered through platforms like "Cary's Corner," is vital for advisers helping clients with estate planning and wealth transfer strategies.
The Levinson & Associates Agent-First Culture
What truly sets Levinson & Associates apart is its long-standing commitment to its "field force." Since its founding in 1972, the company has operated with an "agent-first" mentality, focusing on providing comprehensive marketing support, quality service, and the necessary tools for agents to succeed.
The firm functions as a critical Brokerage General Agency (BGA), offering a full spectrum of support services, including:
- Marketing Support: Providing resources and strategies to help agents grow their book of business.
- Product Access: Offering a diverse portfolio of life insurance and annuity products from top carriers.
- Technology Platforms: Integrating advanced tools, such as the Legacy Armour Platform, to streamline the sales and servicing process.
- Personalized Communication: Utilizing direct communication channels, including the popular "Cary's Corner" publications and videos, to share industry insights and company news.
This dedication to the success of its financial professionals is the cornerstone of the company’s longevity and its ability to attract and retain top talent in the competitive insurance marketing sector. The partnership with AmeriLife is a direct extension of this commitment, providing a massive infusion of resources without compromising the personalized, high-touch service the company is known for.
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