Marty Helps Business Owners And Professionals Create, Preserve, And
Protect Their Wealth Using Unique, Tax-favored Strategies And Products.

Are You A Candidate For The Life Insurance Audit?

Thinking you are covered is not the same as knowing.


Years of

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Years Life & Qualifying
Member of Million Dollar
Round Table

Many People Talk Insurance, Yet Few Know
How To Really Make It Perform.

As a testament to my effectiveness, I have personally counseled thousands of
professionals, entrepreneurs, and business owners over my 30-plus year career.


People are confused and overwhelmed about what is the “right“ plan of action for financial success. Too many conflicting opinions.


I help people discuss and address the things that “keep them up and night,” we help eliminate the “what-if’s” of life. The things they care most about. The people they love. The essence of life.


I provide our clients with unique financial strategies to help them eliminate dangers, focus on their best opportunities, and create plans and paths to which they can achieve their business and financial goals.


Ultimately, I help people address the hard questions “What happens if…?”
If you’ve never had one,
it’s time we have


My Clients Love
Their Results


Hi, I’m Marty Levy,
a 30 year insurance
industry veteran - a little grey and a lot of wisdom

I am passionate about helping people achieve their financial goals and protect the people and things they most care about.

One of my primary focuses is helping people understand one of the most complex and misunderstood products they own, Life Insurance.

Its one of the most mis-sold, misrepresented and misunderstood products of all time. I help people gain clarity and an understanding of one of their most important assets.

Is your Life Insurance policy a ticking time bomb?
I’m willing to bet it’s not what you think!

Thinking you are covered
is not the same as Knowing

How Much Do You Know about Your Life Insurance Policy?

If you’re like most people, the answer is, “Not Much.” You probably have a policy and know its value, but past that, the majority of us simply have a hard copy sitting in a file cabinet somewhere in our homes.

The harsh reality is that if you purchased your policy 15, 20, 30 or even just 10 short years ago, your coverage may be a ticking time bomb, ready to explode and leave you uninsured when you need it most.

Imagine finding out that the policy you’ve been paying for is destined to explode- or not be in effect when you most need it?

Read My Latest Articles To Get A Sense Of How
I Can Help You See A Successful Future

Life Insurance as an Investment

Life Insurance as an Investment

The most overlooked financial planning instrument in your portfolio If you are like most successful professionals, over the last 10 years you may have refinanced or purchased a residence or

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