Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

“Business Succession, Income and Wealth Preservation Planning using Life, Disability and Long Term Care Insurance”.

Date: Wednesday, May 20, 2015
Time: 12:00pm - 1:30pm
Location: The Grand, Long Beach
Speaker: Michael Levine, Levine Advisors, Cindy Eisenhower, CLTC Director of Long-term Care Sales Leisure, Werden & Terry Agency

Michael Levine

Levine Advisors

“Business Succession, Income and Wealth Preservation Planning using Life, Disability and Long Term Care Insurance”.

Michael Levine was born in S. Africa, attended the University of Cape Town and graduated with a degree in accounting and tax. Michael is a Chartered Accountant (CA) SA. After having spent a number of years in public accounting he entered the Financial Services Industry 26 years ago focusing on and performing “Business Succession Planning together with Income and Wealth Preservation Planning” using insurance to meet those specific needs.  Michael has two daughters and lives in Irvine.

Cindy Eisenhower, CLTC

Director of Long-term Care Sales

Leisure, Werden & Terry Agency

“Generic Long term Care vs Asset Based Hybrid Long Term Care” 

Cindy Eisenhower is a successful Long-Term Care sales professional. Cindy previously represented John Hancock as a National Training Director. She covered 28 states educating Financial Professionals on how to successfully market long-term care insurance. Prior to John Hancock she represented MetLife as the Director of Long Term Care for their Western Region where she increased sales in her territory by 277%. Prior to that she represented New York Life Insurance Company as their Pacific Zone Wholesaler for Long Term Care.  She joined New York Life in 1995 as an agent.

See Upcoming Event Calendar