Bala Cynwyd, PA (May 11, 2015): First Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), is proud to announce that financial advisor Caren R. Levine, CPA*, CLTC, CFBS has achieved Exceptional Level of In-Force (ELIF) recognition from MassMutual.
Exceptional Level of In-Force (ELIF) recognition is a measure of an agent’s long-term success and dedication. Recipients of this honor have a long history of quality MassMutual service and are considered to be “the best of the best.” ELIF qualification demands consistent business development and growth year over year, along with unwavering quality business.
As of December 31, 2013, Caren services over 1,400 clients who collectively have $300 million in life insurance coverage, $1 million per month of disability income protection, and $27,000 a day of long-term care benefits. From 2005-2008, and again from 2010-2012, she has been recognized as the Agent of the Year among the 100 agents in her agency and since 2006 has qualified for the prestigious Top of the Council Award given to the top 100 agents among 5,000 MassMutual agents nationwide.
A second-generation financial advisor, Caren earned a B.S. in Economics at the Wharton School of the University of Pennsylvania and began her financial services career as a Certified Public Accountant. She has continued her industry education by earning a Certification in Long Term Care planning (CLTC) and a Certified Family Business Specialist (CFBS) designation. Caren’s experience, combined with her father’s over 40 years in financial services, provides her clients with a unique multi-generational approach based on family values and superior service.
“Caren Levine is an outstanding advisor with our firm and by earning the ELIF award she demonstrates an incredible level of consistently high standards of service," said Harris S. Fishman, CLU, ChFC, President, First Financial Group, MassMutual. “She understands her clients' needs and has been dedicated to helping them achieve their financial goals. I am extremely proud of this accomplishment and to see her recognized with this exceptional award.”
Caren is a long-time resident of Cherry Hill, NJ. A tireless community volunteer, she is an active member of the Jewish Family and Children’s Service and a committee member of the Cherry Hill Business Council. As a Penn alumna, Caren is a member of Wharton Women and the Penn Alumni Club, planning and attending leadership and cultural events in the Philadelphia area. Caren has three grown children, all successful professionals, and welcomed two grandchildren in 2014.
*CPA Licensed; not practicing on behalf of MassMutual or its affiliates. Caren Levine is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org) 2 Bala Plaza, Suite 901 Bala Cynwyd, PA 19004-1501, (610) 660-9922.
MassMutual Financial Group is the marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representative.