How This Former Attorney Helps Clients Actually Build Wealth

Life Matters – A Penn Mutual Podcast

In this episode of Life Matters, a Penn Mutual podcast, Bill Bell, VP of Advanced Sales, sits down with Ruvin Levavi, former trust and estate attorney and now Founder of Power Forward Group to explore how financial professionals can effectively serve specialized niches, such as corporate attorneys, and address their unique planning needs.

Ruvin shares firsthand insights into why many high-earning professionals feel financially stuck—and how strategic planning, including the use of life insurance as a non-correlated asset, can help unlock long-term financial freedom.

In this episode, you’ll gain perspective on:
• How to guide high-earning professionals in optimizing their benefits and 401(k) allocations
• Risk management strategies using both term and whole life coverage
• The role of non-correlated assets in a high-income client portfolio
• How to engage time-strapped professionals in long-term planning

Tune in now for actionable insights you can use to elevate your conversations with legal professionals and other high-income clients.

Have a question or comment for Bill? Drop him an email at: [email protected]

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Presented by Penn Mutual
www.PennMutual.com

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.

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