David Levenson

Questioner
DISC Type : c

President and CEO at LIMRA & LOMA

Windsor, Connecticut, United States

Overview

David Levenson is the President and CEO of LIMRA and LOMA, leveraging extensive leadership experience from firms like Edward Jones and The Hartford. A Chartered Financial Analyst (CFA) and Fellow of the Society of Actuaries (FSA), he earned his BSE from the University of Pennsylvania and an MBA from Columbia Business School.

He serves on the Board of Overseers for his alma mater, Columbia Business School, and actively engages with international industry leaders, particularly in Asian markets like Japan and Singapore, to advance professional development within the insurance sector.

He has significant international experience, having previously served as President and CEO of Hartford Life Insurance in Japan.

Personality Overview

Price-Sensitive

Cautious & Analytical

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Retirement Security
Actively promotes lifetime income solutions and works to address the retirement savings gap through initiatives like the Alliance for Lifetime Income.
Long-Term Care
Highlights the critical need for long-term care insurance, emphasizing the gap between the number of Americans who will need care and those who are protected.
Global Insurance Markets
Demonstrates a clear focus on international markets, especially in Asia, through collaborations with organizations in Japan and Singapore to support industry growth.

Media Appearances

David has no verified media appearances

Work History

11-2018
President and CEO at LIMRA & LOMA
10-2012 - 10-2018
Principal at Edward Jones
7-2010 - 9-2012
President, Wealth Management (US/International Life, Annuity, Retirement Plans, Mutual Fund) at The Hartford
6-2009 - 8-2010
EVP, Legacy Holdings (all of Hartford’s run off businesses) at Hartford Life
8-2006 - 6-2009
President and CEO at Hartford Life Insurance, KK (Japan)

Education

BSE from University of Pennsylvania (Wharton)
MBA from Columbia Business School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Windsor, Connecticut, United States Job Level : Leadership Designation : President and CEO at LIMRA & LOMA
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from David

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can David take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And David

Personality Compatibility


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