CONTACT CARD
Photo of Bob Levine Bob Levine
Consultant
Financial Services
Atlanta, GEORGIA
Contact Me
Offering Life Insurance and Income Replacement coverage, as well as Medicare Supplement coverage
Profile URL: www.salesbook.com/users/Legacy.Financial.Partners
 

WHY YOU NEED DISABILITY INSURANCE







   


OLDER WORKERS WOULD OPT OUT OF SOCIAL SECURITY
39% of workers 50 and older would rather not contribute to Social Security, even if they couldn't take advantage of the benefits, once they are eligible

33% of workers over the age of 60 said they would stop paying Social Security taxes, even if it meant they would not receive any benefits

52% of Americans making over $125,000 a year would choose to stop paying Social Security taxes and not receive the benefit

48% of those making between $25,000 and $50,000 a year said they would stop paying Social Security taxes and not receive the benefit

54% of American workers don't think Social Security will be available to them when they are 67

Senior Market Advisor - May 2009

WHAT IS MEDICARE?
  









TAKE ACTION WITH FEDERAL HEALTHCARE REFORM
The debate over comprehensive health reform gets more intense with every passing week. As Congress and President Obama consider proposals for national health care reform, it is critical they understand how agents, brokers, and consultants serve American health care consumers.  Some believe a government-run entity can substitute for the role and value of a professional benefits specialist.

Click Here

Let Congress and the President know that you want to keep control of what plans to choose from.  Yes, you want reform, and better access to care. However, you want a professional to make you aware of your options, not a government telling you what cookie-cutter plan you should join.


TYPES OF INSURANCE







CONTENT
 
  Medicare Information
 
Choosing A Medigap Policy 2009
A PDF File of the 2009 "Choosing A Medigap Policy" Handbook for those eligible for Medicare
[555.0 KB]
Sales Confirmation Form
This form must be completed prior to meeting with an agent to discuss Medicare Advantage Plans or Prescription Drug Plans
[64.0 KB]
 
  Disability Coverage
 
What's Your PDQ?
This is your Personal Disability Quotient - your chance of becoming injured or ill, thus preventing you from earning an income.
[0 KB]
 
  Life Insurance Information
 
Georgia Living Will
For people living in the state of Georgia
[78.1 KB]
 
  Employee Benefits
 
COBRA Subsidy Compliance Manual
A manual explaining the administration of COBRA for all HR Professionals and Administrators
[797.9 KB]
Dental Coverage
For individual or family coverage, whether you are part of a group plan, or on your own.
[0 KB]
Short Term Medical Coverage
For those in between jobs, or for college students no longer on their parent's plan
[0 KB]
Oversease Travel Insurance
Insurance to cover any travels outside the US Borders
[0 KB]
 
  Select A Quote
 
Life Insurance Quote
An online form that collects the basic information needed for an individual Life Insurance quote
[0 KB]
Income Replacement Quote
An online form that collects the basic information needed for a Disability Income Replacement quote
[0 KB]
Medicare Supplement Quote
An online form that collects basic information needed for a Medicare Supplement quote
[0 KB]
Medicare Supplement Questionnaire
A one-page form to complete to get a quote for Medicare Supplement coverage
[23.0 KB]
Health Insurance Quote
An online form that collects basic information needed for an individual or family Health Insurance quote
[0 KB]
Dental Coverage
For individual or family dental coverage
[0 KB]
 
  Other Offers
 
Save Money On Long Distance Calls
Whether you are making calls from your cell, or a landline, you can save money on National and International calls.
[0 KB]
Great Rates on Business Cards & Marketing Material
For great rates on Letterhead, Business Cards, or any other promotional material for your business.
[0 KB]

HISTORY
Consultant
Legacy Financial Partners
Jul 2008 - Present
 
 

 
Consultant
Lion's Share Financial Services
Sep 1998 - Jul 2008
 
Provided consultative solutions to individuals and small business entrepreneurs in the area of Long Term Care and Health Benefits. Was able to work independently as well, in the arena of Health Insurance and Medicare Benefits.
 

 
Insurance Agent
Berkshire Life Insurance Company
Aug 1997 - Sep 1998
 
Sold Disability and Life Insurance products to individuals and families. Company's block of business in the state of Georgia was sold to Guardian Insurance Company.
 

 
Computer Science for Business
DeVry Institute of Technology, Atlanta
 
1985
Computer Programming and Operations
Control Data Institute
 
1983
General Diploma
Briarcliff High School
 
1981