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San Fernando
Tuesday, Mar 5, 2024

Leaders of Influence: Trusted Advisors 2023 – Martin Levy

Custom Content by the San Fernando Business Journal


Martin Levy, CLU/RHU, founded Corporate Strategies over 20 years ago. He is a chartered life underwriter (CLU), registered health underwriter (RHU), a certified annuity analyst (CAA), and holds a certificate in long term care insurance (CLTC) credential.

Levy is a frequent contributor to many industry publications and is also a Life and Qualifying member of the Million Dollar Round Table, an elite organization representing the top 1% of producers in the life insurance industry. Levy holds a BA in psychology and, as a CLU, has earned the premier credential in the insurance profession. CLUs have reached “the highest standard of knowledge and trust in financial planning,” representing ten or more comprehensive college-level courses covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance, and risk management.

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