Protecting Physicians and their families since 1967
Since 1967, Levine Financial Group has been proudly serving the unique needs of physicians and their families. We understand the complex financial challenges you face, and we're committed to providing you with personalized solutions to protect your financial security and peace of mind.
Our Expertise
We offer a comprehensive range of insurance plans designed specifically for physicians, including:
- Disability Insurance: Ensure a steady income if you are unable to work due to illness or injury.
- Critical Illness Insurance: Get crucial financial support if you are diagnosed with a covered critical illness.
- Long-Term Care Insurance: Gain peace of mind knowing you have financial assistance if you require long-term care in your later years.
Beyond Insurance
We go beyond simply selling insurance plans. Our team of experienced wealth management professionals can also help you with:
- Health Spending Accounts (HSAs): Maximize the benefits of your HSA and reduce your taxable income.
- Incorporation: Establish a corporation to protect your personal assets and optimize your taxes.
- Private Wealth Management: Develop a customized plan for estate planning, retirement planning, and investments.
Tailored Solutions for Physicians
We recognize the unique challenges faced by physicians. That's why we partner with 19 Ontario Medical Associations and Hospitals to offer you:
- Physician Discounts: Benefit from exclusive discounts on our insurance plans.
- Specialized Expertise: Our team has deep understanding of the specific risks and concerns of physicians.
Our Commitment
At Levine Financial Group, we are dedicated to providing personalized solutions with a focus on affordability and value. We are committed to:
- Understanding your individual needs and goals.
- Providing transparent and clear information about your options.
- Working with you to find the most suitable solutions.
- Offering competitive rates and comprehensive coverage.
- Delivering exceptional customer service every step of the way.
Get Started Today
Contact us today to schedule a consultation and learn how Levine Financial Group can help you protect your financial future. Let us be your trusted partner in navigating the complexities of healthcare and wealth management.
Overall Experience with Levine Financial Group
The overall experience with Levine Financial Group is a mixed bag, with some users having a highly positive experience and others having a negative one.
Positive Aspects
The majority of reviewers had a very positive experience with Levine Financial Group, citing excellent professionalism, highly responsive service, and knowledgeable team members. They also praised the friendly and trustworthy nature of the team.
Negative Aspects
On the other hand, one reviewer had a very negative experience, citing inappropriate and grifting behavior from the company. They received spam emails and a phone call to their workplace, which they found to be highly unprofessional.
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