About Us
Building Better Futures, One Family at a Time
I help families and business owners protect their income, access living benefits, build tax-advantaged retirement income, maintain liquidity, and create generational wealth through Term Life Insurance, Indexed Universal Life (IUL), and 401(k) rollover strategies. Based in Boca Raton, Florida, I proudly serve clients throughout South Florida, including West Boca Raton, Delray Beach, Boynton Beach, Deerfield Beach, Coral Springs, Parkland, Coconut Creek, Fort Lauderdale, Palm Beach Gardens, Wellington, and surrounding Palm Beach and Broward County communities — while also helping families and business owners nationwide.
Credentials

Letter Of Certification from The Department of Financial Service
This Certifies I am licensed by my Resident State of Florida
(E&O) insurance coverage for properly licensed individual insurance agents and insurance consultants.
This policy is to certify that the insured: Cory M Levine is covered under the policy of E&O-Errors & Omissions Insurance as required by the state This insurance provides professional liability
- Education
- Protection
- Service
- CA 0N09118
- GA 3360822
- FL W526357
- AR 18956586
- CO 609874
- IN 3455345
- KY 1047084
- MD 3000588897
- MI 18956586
- PA 902454
- TX 2424469
- TN 2455018
- NC 18956586