Could you be overlooking a risk that puts your business and/or family in jeopardy?
Every business is different, and every family is different. But the risks that entrepreneurs face are more similar than you might think — and they can threaten what you’ve worked so long and hard to build. Prosperity. Security. A legacy. A brand.
Discover how transferring financial risk from your business to an insurance company can give you peace of mind.
I have worked with Mark Levine since 2005 for my life insurance and estate planning needs. He has always understood my needs and tailored products to accurately accomplish my goals through a combination of different products. His knowledge of tax and family law have therefore been a great asset for me. At all times, he has responded quickly to my requests. It has been a pleasure working with Mark and his team at Integrated Financial Strategies. I do not hesitate to recommend him to anyone looking for his special type of expertise.