At Melissa Levin Insurance Services, we understand that navigating the complex world of insurance can be overwhelming and intimidating. That's why we're dedicated to providing personalized service and expert guidance to help you make informed decisions about your insurance needs.
As a team of Certified Financial Planners (CFPs), we take a comprehensive approach to understanding our clients' situations, goals, and objectives. With over 20 years of experience in the financial services field, our President, Melissa Levin, has developed a deep understanding of the complexities of insurance and finances. Our team is committed to staying up-to-date with the latest market trends and regulatory changes to ensure our clients receive the best possible guidance and support.
Our Services
At Melissa Levin Insurance Services, we offer a range of services designed to help you achieve your financial goals. Our services include:
Tax-Free Supplemental Retirement Income
We can help you create a stream of tax-advantaged retirement income options to secure your financial future.
Business Succession Planning
We can help you develop a plan to ensure the continuation of your business in the event of your absence or retirement.
Legacy/Estate Planning
We can help you create a comprehensive plan to ensure your legacy and financial well-being for future generations.
Education/College Funding
We can help you explore the benefits of using life insurance as a funding vehicle for your educational planning needs.
Free Review of Your Life Insurance Policies
We can help you review your life insurance policies to ensure they remain effective and aligned with your goals, while also identifying potential savings opportunities.
Individual, Life, Disability, Long Term Care Insurance
We can provide expert guidance on the best plan options for your unique needs and circumstances.
Charitable Giving
We can help you develop a plan to maximize your charitable giving while also benefiting from tax advantages.
Meet the Team
Our team of experts consists of highly qualified and experienced professionals, including:
Melissa L. Levin, CFP
As President and CFP, Melissa has over 20 years of experience in the financial services field and is dedicated to providing personalized service and expert guidance to our clients.
Becky Decker - Client Services Manager
As Client Services Manager, Becky ensures seamless communication between our clients and the insurance companies, providing exceptional service and support.
Amber Whelan - Client Service Representative
With over 12 years of industry experience, Amber brings a wealth of knowledge and expertise to help our clients navigate the insurance maze.
Ann Zander - Director of Business Development
As Director of Business Development, Ann has extensive industry experience and is responsible for ensuring our clients receive the most up-to-date information through various social media channels.
Contact Us
At Melissa Levin Insurance Services, we understand that your financial well-being is a top priority. That's why we're committed to providing personalized service, expert guidance, and comprehensive planning to help you achieve your financial goals. Let's talk about how we can help you.
Exceptional Service and Expertise
The reviewers praise Melissa Levin Insurance Services for her exceptional service, expertise, and professionalism. They appreciate her ability to provide personalized advice, tailored to their specific needs, and her willingness to go the extra mile to ensure they have the best coverage.
Key Strengths
- Knowledge and Expertise: Melissa is recognized for her in-depth knowledge of life insurance, LTC, and disability insurance, providing valuable insights and guidance to her clients.
- Personalized Service: Reviewers appreciate Melissa's personalized approach, taking the time to understand their unique needs and providing tailored advice.
- Professionalism and Integrity: Melissa is commended for her professionalism, honesty, and integrity, always putting her clients' best interests first.
- Responsive and Efficient: Clients appreciate Melissa's prompt responses to their inquiries and her efficient processing of applications.
Client Relationships
Melissa has built strong relationships with her clients, who appreciate her friendly and approachable demeanor. Many reviewers have been working with Melissa for years, citing her as their go-to contact for all their insurance needs.
Recommendations
Without exception, the reviewers highly recommend Melissa Levin Insurance Services to anyone seeking insurance advice or services. They trust her expertise and appreciate her commitment to helping them achieve their financial goals.
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