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.
Let’s start a conversation about your business and your wishes, and how we can help you protect them.
Let us guide you through the pros and cons of different strategies for transferring financial risk from your business to an insurance company, and help you decide which solution would best suit your needs and your unique set of circumstances.
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.