Jeff Levine
A Resource for Helping You Build Your Client\'s Financial Success and Legacy.\\n\\n\\n\\n\\n\\nRegional Director - Midwest Region Duncan Advisor Resources
- Role
- Regional Director - Midwest Region at Duncan Advisor Resources
- Location
- Farmington, MI, US
- LinkedIn followers
- 500 followers
About Jeff Levine
Life, Health Licensed Variable Contracts Series 6, 7, 63 Over thirty five years experience with a focus in estate planning strategies that includes experience in the Brokerage General Agency, Property & Casualty, and Financial Institution foot prints. Has built multiple operations from the ground up into successful and dynamically growing operations, over the years combining such functions as personal production, advance case management and design, underwriting and marketing. Services Offered include » Marketing Support » Point of Sale Assistance » Advanced Sales Expertise » Case Design » Business Planning » Agency Cross-Sell Strategies » Training Assistance » Pre-Case Underwriting » Estate Planning
Experience
Regional Director - Midwest Region
Aug 2020 — Present · MI, US
Many of our team members interact with clients regularly and understand the dynamic environment that today’s advisors operate within. For this reason, we’ve built a platform that brings together elitelevel solutions, support, and resources across all product lines— allowing you to be the trusted advisor for your clients. Our approach helps to develop advisors and clients alike: delivering customized and comprehensive solutions that fit your clients’ needs rather than our business’ interests, alleviating the difficulties associated with doing business, and cultivating deeper relationships with all stakeholders.It has been and will always be our objective to help you achieve your goals. We do this by operatingon the principles of Teamwork, Passion, Accountability and Urgency – the key factors that help ouradvisors thrive and drive collective success among our entire team of professionals. Thank you forjoining us on this journey, here is to many years of partnership and achievement together!This message is the property of Duncan Advisor Resources and/or its affiliates. It may be privileged and/or confidential and is intended only for the use of the addressee(s). No addressee should forward, print, copy, or otherwise reproduce this message in any manner that would allow it to be viewed by any individual not originally listed as a recipient. If the reader of this message is not the intended recipient, you are hereby notified that any authorized disclosure, dissemination, distribution, copying or taking of any action in reliance of the information is strictly prohibited. If you have received this communication in error, please immediately notify the sender and delete this message. Contents provided via links to third party sites should not be considered an endorsement of third party content. We make no presentation as to the completeness or accuracy of information provided at these websites.
Education
Michigan State University
Bachelor of Arts
1973 — 1977
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