David H. Levy CLU®, REBC®, ChFC®, RHU®
David is a Chartered Life Underwriter® (CLU®), a Principal of Leon L. Levy & Associates and Managing Director of Levy Benefits Advisors. In addition, he maintains a variety of industry designations such as Registered Employee Benefit Consultant® (REBC®), CHARTERED FINANCIAL CONSULTANT® (ChFC®), and Registered Health Underwriter® (RHU®).
David began his career working during college in the home office of Phoenix Home Life Mutual Insurance Company. Then, he spent several years serving as a benefits specialist at Brokerage Concepts. David joined Leon L. Levy & Associates in 1992 and developed the firm/s presence as a well established corporate benefits specialty firm supporting a variety of benefit strategies like group medical insurance, group disability insurance and group life insurance. In addition, David’s breadth of experience is also in FSA plans and COBRA administration.
David received a Bachelor of Science in Business Administration from The University of Hartford and a Masters in Business Administration from Temple University. David is also Series 7 and 63 licensed and registered with LPL Financial and is life and health insurance licensed.
David is a member of the Million Dollar Round Table, active in the Golden Slipper Club and is the club’s immediate Past-President, President of the Levy Castle Foundation For Diabetes Research, Treasurer of the Jewish Publication Society and active in the Junior Jewish Basketball League.
On a personal note, David and his wife, Jaimi, reside in Philadelphia. They have two children, Sam and Jack. In his spare time, David enjoys playing basketball and getting together with his band, The Unfriended, where David keeps the beat as drummer.
In my own words…“When I think about how people should consider their insurance planning, I believe they should look at life as a series of short chapters, and focus on how the chapters relate to the overall long term picture.”