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Brian Don Levy, Attorney at Law

SPECIAL FREE SERVICES

All estate planning consultations are free of charge to our clients. As a special service to those with estates valued in excess of $1,000,000, we will provide a free consultation and estate planning evaluation with Mr. Jim A. Ray, CLU, ChFC, LUTCF, whose credentials include the following:

Earned LUTCF (Life Underwriter Training Council Fellowship)

LUTCF: The LUTCF designation is conferred only upon those professionals who meet the exacting qualification standards as determined by the two professional organizations which jointly sponsor the LUTCF-- the National Association of Life Underwriters and the Life Underwriter Training Council.

CLU: The Chartered Life Underwriter (CLU) is the nations foremost professional designation for individuals in the field of life insurance sales, services and management. Elective Majors: Financial Planning & Planning for Retirement.

ChFC: The Chartered Financial Consultant (ChFC) program provides financial services professionals with the broad knowledge and skills necessary to provide comprehensive financial planning services to their clients. The American College awards the designations to persons who fulfill rigorous educational and ethical requirements. Elective Majors: Financial Planning and Wealth Accumulation Planning.

Teaching Assignments: Taught LUTC parts # I & II 1983-84, 1985-86 &1992-3 for the National Association of Life Underwriters. West Covina & Claremont, Ca. Campuses. Professional Affiliations: Member of American Society of Financial Service Professionals. NALU Board Positions: Ethics Chairman 1991-92 Secretary Treasurer 1992-93.

Mr. Ray will provide a thorough evaluation and set of recommendations for our estate planning clientele, so that you can make the most of the state of the art estate planning techniques and software.

To send an inquiry contact Lawyer@CalAttorney.com.

 

THE LAW OFFICE OF BRIAN DON LEVY
908 S. VILLAGE OAKS DRIVE, SUITE 200
COVINA, CALIFORNIA 91724-3676
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(626) 332-1304
(800) 330-8216
FAX (626) 332-3362
Lawyer@CalAttorney.com

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