The Bill Levinson Experience

Hosted by Bill Levinson

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Oct 2026

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About the show

If Motivation, Inspiration, Determination and Enthusiasm are all important to you, you must listen to Bill Levinson, the fastest growing Insurance Brokerage IMO in the country. Bill will help you "stay on track" with both your business and personal goals as he explores not only Insurance sales and Marketing ideas, but concepts and thoughts to help you through life itself. Spending 30-40 minutes with Bill will guarantee you more success in all facets of your business and personal endeavors. He will have an immediate impact on your growth not only in business, but in your life, as well. Get ready for the Bill Levinson Experience….there's nothing like it, anywhere, guaranteed!

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60 recent

October 16, 202654 min

Episode 70: Bill Interviews Matt McClure, Who Went from Wall Street & iHeartRadio to Retirement Radio Host, Advisor & Digital Branding Guru!

Description: What does it take to stand out in today's crowded digital world? On this episode of "The Bill Levinson Experience," Bill sits down with Matt McClure, Head of Marketing at Retirement.Radio with AmeriLife to explore the evolving landscape of media, marketing, podcasting and financial services. With an impressive background spanning traditional radio, podcasts, Social Media, YouTube, Live Television Broadcasts, and more, Matt brings a unique perspective on how businesses and professionals can capture attention, build credibility, and connect with their audiences. As both a financial advisor and a professional with Wall Street experience, he offers a valuable blend of financial industry knowledge and media expertise. Tune in for insights and inspiration designed to help insurance agents, advisors, entrepreneurs, and business professionals elevate their marketing, strengthen their personal brands, and stay ahead in an ever-changing industry. Matt's Biography: Matt McClure is Senior Manager of Media Hosting and Production at AmeriLife, where he oversees daily operations of the Retirement.Radio Network. He helps financial professionals connect with audiences through radio, podcasts, YouTube, and social media, turning complex retirement topics into approachable conversations. His work includes show development, hosting, production, and supporting advisors as they build their media presence. A licensed fiduciary financial advisor, Matt also hosts his own podcast, Take Pride in Retirement. His 20+ year broadcasting background includes The Wall Street Journal Radio Network, NY1, iHeartRadio, and WCBS Newsradio 880, bringing extensive media experience to financial education. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates TikTok: Levinson&Associates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

October 2, 202644 min

Episode 69: Bill Talks Marketing, Retirement Radio, Leadstar, Industry AI & More with William "Professor Leads"

Description: In this episode, Bill interviews William DeCourcy, also known as "Professor Leads," for an insightful conversation focused on the evolving world of Insurance Marketing, Lead Generation, Technology, and Business Growth. Bill and William dive into practical Marketing Strategies designed to help insurance agents attract more prospects, generate higher-quality leads, build stronger relationships, and ultimately grow their businesses. They also explore how today's rapidly evolving technology—including AI-powered platforms and digital marketing tools—is changing the way insurance professionals prospect, communicate, and stay competitive. The conversation covers Retirement Radio, LeadStar, AI Platforms, Lead Generation strategies, Marketing Technology, and much more. This episode offers valuable insights into how Insurance Agents & Sales Professionals alike can leverage modern marketing strategies and technology to create more opportunities and build a more efficient, scalable business. William's Biography: William is a dynamic marketing executive with experience in all facets of multi-channel lead generation. With professional experience with industry leaders like Marriott, EA SPORTS, and AmeriLife, DeCourcy has led transformative initiatives and strategic partnerships focused on growth and performance. As Chief Lead Generation Officer at AmeriLife, DeCourcy founded LeadStar, a real-time lead generation platform that delivers high-quality leads to health and wealth professionals. His commitment to compliance and quality has made LeadStar a trusted partner for countless agents and affiliates. William also serves as a board member and the Past (and Founding) President of the Insurance Marketing Coalition, where he works with a diverse and influential group of insurance professionals to champion the best interests of consumers by promoting compliant best practices - and EXPLICIT STANDARDS - in insurance marketing. William threads a passion for fostering a culture of innovation and collaboration within every aspect of his profession while seamlessly balancing compliance, creativity, and performance to drive business growth. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates TikTok: Levinson&Associates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

July 9, 202637 min

Episode 68: Bill & Mike Discuss Succession Planning, Agency Building & Industry Trends!

Description: In this podcast episode, be sure to listen to Bill Levinson as he hosts Michael Tobitsch, Executive Vice President & Head of Corporate Development at AmeriLife. Bill and Mike break down not only what it takes to succeed with selling insurance, but also the tools needed for agents to successfully scale their business.Learn various strategies used by other agents and agencies to enhance their value and create long term growth opportunities. There is no time like the present to begin your succession planning and create a lasting legacy that could positively impact future generations for years to come. "This isn't about changing what you do. It's about getting more out of what you've already built." Michael's Bio: As AmeriLife's Executive Vice President and Head of Corporate Development, Michael Tobitsch spearheads AmeriLife's growth strategy and leads its mergers and acquisitions and partnership integration efforts. Previously, Michael served as a Managing Director at Marsh McLennan, where he managed a team of investment professionals who together deployed over $1 billion annually into global acquisitions across the insurance, investment management and advisory industries. Michael began his career as an investment banker at Wells Fargo Securities. Michael holds a B.S. from Boston University's Questrom School of Business with a concentration in finance and accounting. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates TikTok: Levinson&Associates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

June 15, 202649 min

Episode 67: From Broadway To Oprah, Dr. Drew & Fortune 500 Execs. Coach Mark Stephens Shares His Personal Story & More!

Description: In this podcast episode, be sure to listen to Bill Levinson as he hosts Mark Edgar Stephens, an industry-renowned executive sales coach, consultant & author, and a master of "Body Language" in the sales environment. Additionally, Mark shares some of his core values, rules, and beliefs that propelled him and his clients to unprecedented success! Mark has worked with celebrities such as Oprah Winfrey and Dr. Drew Pinsky, as well as Fortune 500 companies. Listen closely as he can bring the same value to you and your practice. Mark's Biography: Mark Edgar Stephens is an executive coach, communication strategist, and organizational consultant specializing in leadership presence, conscious communication, and culture-centered transformation. Recognized among the world's Top 30 Body Language Professionals for eight consecutive years, Mark works with executives, founders, healthcare innovators, leadership teams, and mission-driven organizations seeking to elevate performance through stronger human connection, trust, and communication alignment. With more than two decades of experience spanning Fortune 500 enterprises, scaling healthcare startups, media organizations, nonprofit leadership, and entertainment industries, Mark has become known for helping leaders communicate with greater clarity, emotional intelligence, authenticity, and influence. His work bridges behavioral science, executive coaching, leadership development, storytelling, and relational dynamics to create measurable cultural and operational impact across organizations. For more information about Mark, you can visit his website: www.markedgarstephens.com Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

April 28, 202656 min

Episode 66: From The NFL To The Ultimate Lead Lab Platform Creation!

Description: In this episode, listen to Bill Levinson as he hosts Arnold "Tre" Tarpley, live from the Levinson Headquarters! Trey is the owner and founder of Lead Lab, one of the fastest-growing Life & Annuity lead programs in the industry! Trey and his team have developed unique marketing strategies & AI-powered verification processes to help Agents around the USA increase the quantity and quality of their leads. As a result, this has led to agents seeing their Life & Annuity sales increase by 4-8X on average! The results speak for themselves! *Active Levinson & Associates agents can purchase discounted & exclusive SMS-Verified leads for IUL, Annuity, Final Expense, Mortgage Protection & Aged Leads! Arnold's Biography: Arnold (Tre) is the Founder of Lead Lab, where he and his team help life insurance agencies scale using proven systems and market development strategies. His focus is on building real infrastructure, stronger relationships, and sustainable growth. Arnold has thousands of recurring clients every month. Their results are built on trust, execution, and putting agents first. Trey was born in Pittsburgh and played professional Football in the NFL. He was drafted by the Atlanta Falcons in 2024. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

February 20, 202655 min

Episode 65: The Only Way To Leverage "Premium Finance" Life Insurance Moving Forward!

Description: Bill & Michael Wurth (Succession Capital's Regional Vice President) discuss "Carrier Endorsed" Premium Finance opportunities in today's evolving landscape. Whether it's marketing to business owners, high net worth individuals, charitable solutions, policy reviews, creative estate planning or tax savings strategies, many opportunities may exist. Modern premium financing for life insurance began in 1996 when CEO Julian Movsesian was challenged by a High-Net-Worth Client to come up with a method for using leverage to enhance the purchase of life insurance. This challenge led to the creation of the "Capital Maximization Strategy℠ (CMS), which provided Clients with a better way to buy life insurance. Each client requires a unique plan reflecting their capital, income, business, tax, estate, and charitable objectives. In collaboration with Advisory Teams, SCA tailors custom plans to achieve each client's goals. Levinson & Associates has teamed up with SCA to help our agents help their clientele with these creative financial solutions, as discussed in episode 65. Michael's Bio: Michael Wurth joined Succession Capital in January 2021. Hired before the official Vice President program was put in place, Michael spent his first 2 years at SCA supporting Michael Rothman and managing all cases in underwriting. His territory includes San Diego, Inland Empire, Arizona, Nevada, Utah, Wyoming, Colorado, New Mexico, Florida, Alaska, and Hawaii. Prior to joining SCA, Michael worked for Apple in their Beijing office, where he was the only non-native Chinese speaker on Apple's team of 250 employees. He was specifically responsible for analyzing the financials and setting targets for iPhone sales in the Greater China region, a $50 Billion dollar revenue generating group. After his time in China, he completed his MBA in Barcelona, Spain in 2019 before launching his own Search Fund after graduation. Aside from work, Michael is passionate about education and his faith. He and his wife started a Catholic Classical Education school in Southern California called The Camino School. Michael received his undergraduate degrees in International Business and Chinese Language and Culture from the University of Southern California and his MBA and Spanish degree from IESE in Barcelona. Michael and his wife met in Rome and have been married since 2019. They live in Aliso Viejo, CA with their three sons (Michael, Lucas, & George), their daughter (Lola), and Chocolate Lab, Kona. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

December 30, 202557 min

Episode 64: AmeriLife CEO Scott Perry & Bill dive into Insurance Distribution, Diversification, Sales Strategies & The Vision Moving Forward!

Description: In this New Year episode, Bill Levinson & Scott Perry speak about the evolving insurance brokerage distribution channel, technology/AI changing the landscape, improving the agent/consumer experience, what it's like partnering with AmeriLife, the latest industry M&A, the vision moving forward, Life/Health/Wealth diversification strategies & much more. Levinson & Associates was established in 1972 and AmeriLife began in 1971. Together we bring over 100 years of combined insurance distribution experience! Biography: As AmeriLife's Chairman & Chief Executive Officer and with more than 30 years' industry experience, Scott Perry leads a multi-channel distribution business with a national network of over 300,000 insurance agents and financial advisors. Prior to joining AmeriLife in 2016, Scott was Chief Business Officer of CNO Financial Group and President of Bankers Life. Before that, he held leadership roles with Golden Rule, Anthem Blue Cross Blue Shield and Premera Blue Cross. Scott is a board member with Vericity Inc., a publicly traded insurance holding company, and Insurance Technologies, a leading fintech solutions company in the THL portfolio. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

December 17, 202535 min

Episode 63: Megan & Bill Discuss AI, Leads, Seminars & LeadStar Success Stories!

In this episode, Megan & Bill Discuss AI, Leads, Seminars & LeadStar Success Stories! Active Levinson Agents can access Complimentary & Exclusive LeadStar sales systems including Life, Health, Annuity, automated dialers, CRM, mailers, seminars, scripts, live transfers, preset appointments, trainings and more! Megan's Biography: With a bachelor's degree in marketing, Megan built her career through sales and customer service, gaining a deep understanding of how to connect with people and drive results. Licensed to sell Life, Health, and Annuity products, Megan combined industry expertise with a passion for growth. Currently, she serves as Director of Growth Marketing at AmeriLife, where she is responsible for the LeadStar suite of services. She helps partners accelerate success through innovative, data-driven sales enablement strategies. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

November 3, 202554 min

Episode 62: Bill, RJ & Ron Discuss What It Takes To Be a Top 10 Annuity Producer with Levinson!

In this episode, Bill interviews successful Levinson Agent Ronald, who shares his secrets and what it takes to be a top producer in today's environment! His story is extremely inspiring and one that we can all learn from! His business model includes P&C, Employee Benefits, and Financial Services, primarily with Business Owners for over 25 years! Ronald's Biography: Ronald is an experienced Financial Consultant with a demonstrated history of working in the insurance industry. He possesses skills in Life Insurance, Annuities, Health Insurance, Risk Management, Property & Casualty Insurance, Employee Benefits Design, and Sales. He graduated from Temple University - Fox School of Business and Management. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

September 5, 202554 min

Episode 61 w/Kent! "One Of Levinson's Top Agents Grows His Business 10x In '25!"

In this episode, Bill interviews successful Levinson Agent, Kent. After 20+ years in the industry, Kent was able to re-invent himself and grow his business 10X in the past 1-2 years! Listen & learn from this valuable interview so you can capture these same strategies for your practice! Kent's Biography: Kent has 20+ years of experience with individual, group, & business Insurance sales. His strong professional background in banking and insurance offers an advisory approach to his business which results in strong and lifelong client relationships. Kent grew up in Durant, OK and worked for FUB while getting his bachelor's degree. He currently resides in Austin, TX with his wife Rena, where they spend time with three adult children and grandson playing golf, boating, and anything that offers family time. Kent brings relationships with over 60 life insurance carriers, over 12 long-term care/hybrid carriers, 7 disability carriers, and quality healthcare options like Blue Cross, Cigna, Aetna, and United Health Care. Group Benefits include and are not limited to Health Insurance, Accidental Death & Dismemberment, Disability, Long-Term Care, Guaranteed Issue Life, Accidental Death, and Critical Illness. His career focus has been on Succession Planning with business owners, encompassing all the mentioned products. -Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson Podcast: levinson.libsyn.com YouTube Library: @thelevinson1