Here at Leon L. Levy & Associates we strive to ensure our clients get the right information, at the right time to make the most informed insurance decision possible. Our focus is on life insurance, long term disability insurance and long term care insurance and has been for over 50 years. We are proud members of the Philadelphia community, and recognize that we prioritize serving our community and its residents. We use a dynamic strategy to measure risk, identify trends, leverage resources, to provide you with a sound financial strategy that’s just right for you. We understand that not every client that walks through our door is the same, which is why we customize strategies. We are excited to get started with you and help you plan an optimum insurance strategy.
01. About Us
We are dedicated to providing life, long term disability and long term care insurance planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more sustainable and financially secure plan. It is crucial to create an approach that seeks to protect your needs now, and that plans for the future in a tax efficient manner.
In the event of death, life insurance offers surviving family members increased financial confidence. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.
Long Term Disability Insurance
Accidents, at home, at work, during your commute, can leave you severely disabled and financially stressed. As can debilitating illness! We’ll help you insure against such unexpected turn of events.
Long Term Care Insurance
Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance may potentially protect you and your family from undue hardship.