Tag Archives | Insurance

Bill allowing multistate insurance sales on fast track

By  Greg Levin, CFP® Orange County, Health Insurance, CA – 4/3/13 – The Senate is held a hearing on legislation that would allow financial advisors and insurance brokers to be able to see across state lines without having to get licensed in each state. The Bill would create the National Association of Registered Agents & [...]

Talking to Mom About Alzheimer’s and Her Money

By Melissa Levin, CFP®, CFS Orange, Long Term Care, CA – The statistics on Alzheimers is scary.  One in eight people that are over the age of 65 have this disease and 43% of people over age 85 have the disease.  Children in their mid to late 50′s are starting to see memory loss in [...]

Medicaid Gets Harder to Tap

As you are probably aware, I am a BIG believer that Long Term Care Insurance is a BIG part of your retirement plan.  Many people assume that MEDICARE will cover expenses if they need someone to come in the home to help out – or if they need to go to a nursing home.  Medicare [...]

Apartment demand drives commercial building rebound

Is Real Estate part of your portfolio?  Here’s some insight as to what’s going on in the multi-tenant market… Please click on this link to read the article: http://articles.latimes.com/2012/apr/22/business/la-fi-commre-comeback-20120422 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation for any individual.  To determine [...]

State lacks doctors to meet demand of national healthcare law

by Greg Levin, CFP® Tustin, Health Insurance, CA, 2/20/13 – Would you see a nurse practitioner or a physician assistant instead of your regular doctor? Would you want your pharmacist or optometrist to act as your primary care provider to manage a chronic illness? As California implements the health care reform, one of the biggest [...]

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.