We’re a boutique IMO for the elite by design, so we can help our advisors build their businesses the right way.
Levinson & Associates, Inc. is a National Insurance Marketing Company domiciled in Florida since 1972. As such, we specialize in the servicing of our field force, and the distribution of the most competitive products for term, universal life, whole life, simplified issue, annuities, and survivorship products.
Mary Read CPC, QPA, CPFA is National Director of Pension and Protection Planning at Pentegra Retirement Services and partner of M & R Business Development Group. A leading authority in qualified retirement plans with more than 30 years experience, Mary has an extensive background in plan design and development.
Jim Singler is a highly-experienced estate planning attorney who has been advising individuals and couples in Ohio and Kentucky for well over a decade. He founded Singler Law LLC after serving as Partner at two large Cincinnati-based law firms, where he also focused his practice in the areas of estate planning and estate administration.