Verified recordFinancial Services

Jeff Levine

Regional Director - Midwest Region at Duncan Advisor Resources

Based in Farmington, United States

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Seniority

Director

Department

General Business & Management

Location

Farmington

Industry

Financial Services

Company size

9

Contact information

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Email

1 credit

j•••••••@duncanar.com

Phone

5 credits

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Background

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

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