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Levy & Levy Financial & Insurance Services LLC

Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List. Did you know that 90% of insurance policies were set up to fail? 92% of existing trust owned policies could be restructured to provide 20% greater value. 75% of restructured policies provide either a 40% increaes in death benefit or a 40% reduction in premiums. 1 out of every 3 life insurance policies held in trusts will lapse prior to the payment of a death benefit. Our strength is your success. The way we wo...

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CONTACTS AT LEVYFS.COM

Levy & Levy Financial Services

Mateo Levy

7660 Fay●●●●●●●●ite H511

La ●●●lla , California, 92037

United States

1.85●●●●3700
1.85●●●●2580
Ma●●●●●●●●@yahoo.com

View this contact

Levy & Levy Financial Services

Mateo Levy

7660 Fay●●●●●●●●ite H511

La ●●●lla , California, 92037

United States

1.85●●●●3700
1.85●●●●2580
Ma●●●●●●●●@yahoo.com

View this contact

Levy & Levy Financial Services

Mateo Levy

7660 Fay●●●●●●●●ite H511

La ●●●lla , California, 92037

United States

1.85●●●●3700
1.85●●●●2580
Ma●●●●●●●●@yahoo.com

View this contact

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Levy & Levy Financial & Insurance Services LLC | levyfs.com Reviews
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Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List. Did you know that 90% of insurance policies were set up to fail? 92% of existing trust owned policies could be restructured to provide 20% greater value. 75% of restructured policies provide either a 40% increaes in death benefit or a 40% reduction in premiums. 1 out of every 3 life insurance policies held in trusts will lapse prior to the payment of a death benefit. Our strength is your success. The way we wo...
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1 our story
2 biographies
3 our approach
4 focus
5 business succession planning
6 estate planning
7 income protection planning
8 solutions
9 insurance policy audit
10 life settlements
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Levy & Levy Financial & Insurance Services LLC | levyfs.com Reviews

https://levyfs.com

Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List. Did you know that 90% of insurance policies were set up to fail? 92% of existing trust owned policies could be restructured to provide 20% greater value. 75% of restructured policies provide either a 40% increaes in death benefit or a 40% reduction in premiums. 1 out of every 3 life insurance policies held in trusts will lapse prior to the payment of a death benefit. Our strength is your success. The way we wo...

INTERNAL PAGES

levyfs.com levyfs.com
1

Business Succession Planning | Levy & Levy Financial & Insurance Services LLC

http://levyfs.com/focus/business-succession-planning

Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List. Creating a successful business can take years of dedication. Unfortunately, without the right planning, those hardworking years of success can be taken away overnight. As a successful business owner, it is imperative to ask yourself:. How is my business protected if I lose a key employee who brings in significant revenue to my Company? What is the Value of my company when I am not around?

2

Net Zero Cost Life Insurance | Levy & Levy Financial & Insurance Services LLC

http://levyfs.com/solutions/net-zero-cost-life-insurance

Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List. Net Zero Cost Life Insurance. How much life insurance coverage would you own if your net cost was zero? As much as possible! Whole Life, Universal Life, and Index Life have proven to be very effective alternatives. They can provide you with cash value, however they are more long term vehicles. So what’s the catch? You must qualify. Call today to see if this strategy can work for you and your legacy plan.

3

Biographies | Levy & Levy Financial & Insurance Services LLC

http://levyfs.com/our-story/biographies

Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List.

4

Income Protection Planning | Levy & Levy Financial & Insurance Services LLC

http://levyfs.com/focus/income-protection-planning

Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List. A stable and predictable income is the foundation of what ensures the success and comfort of our lifestyles. This predictable income allows us to educate our children, protect our family, create memories with our family, and contribute to society. Here are some questions we help our clients answer and plan for:. What is the present value of your family’s income provider?

5

Estate Planning | Levy & Levy Financial & Insurance Services LLC

http://levyfs.com/focus/estate-planning

Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List. Estate planning is a two-pronged approach that looks at both the decisions you make during your lifetime, as well as critical decisions you must make concerning the transfer of your assets at death. Having the right plan is not enough in today’s market, click here. To learn why 1 out of 3 policies owned by trusts will fail and expose beneficiaries as well as fiduciaries to potential litigation.

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Isaac M. Levy CLU. Mateo A. Levy CRPC. Net Zero Cost Life Insurance. Life Insurance Check List. Did you know that 90% of insurance policies were set up to fail? 92% of existing trust owned policies could be restructured to provide 20% greater value. 75% of restructured policies provide either a 40% increaes in death benefit or a 40% reduction in premiums. 1 out of every 3 life insurance policies held in trusts will lapse prior to the payment of a death benefit. Our strength is your success. The way we wo...

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