Our Proprietary Legacy Income System™

Levine started his financial career in the 1980's with IDS, now Ameriprise. He opened Business Benefits Solutions in Annapolis, serving business and professional practices clients in MD, VA, NC & SC.  Both the product lines and coverage areas have expanded greatly.


We pride ourselves on delivering excellence in every aspect of our work. Our mission is to create impactful solutions tailored to the unique needs of our clients. With a dedicated team of professionals, we combine expertise, innovation, and a customer-centric approach that exceeds expectations and fosters lasting relationships. Most of our daily activity it still done 'across the kitchen table'.

We believe in the power of collaboration, ensuring that we listen closely to our clients and understand their needs and goals. Our diverse background enables us to tackle a wide range of challenges, consistently striving for safety, quality and efficiency.


The team includes:

    >  Insurance and Investment professionals

    >  Trust & Wills attorney

    >  CPA for Tax Planning    

    >  Mortgage Originator/Real Estate Broker

    >  Multiple Certified Home Health Care providers


We focus on continuous learning and adaptation, offering trusted legacy solutions while staying ahead of industry trends and vetting cutting-edge products and services as they emerge.


Our commitment to integrity and transparency is at the core of our operations, ensuring your trust and reliability in all our engagements. 

Join us on this journey as we work together to pave the way for a safe and successful retirement.

Investment

Learn  about the new Bankers Life Flexible Premium BONUS Indexed Annuity

universal life

Learn about Indexed Universal Life Insurance

Long-Term Care

A new and Affordable Long-Term Care Concept

Financial Services VIDEOS

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Podcast

​Don’t miss this 20-minute interview with Jan, hosted by a leading industry expert. Gain valuable insights and deepen your understanding of essential​ topics. Perfect for anyone looking to stay informed and inspired. Check it out now!
3rd party review

Nationally acclaimed third-party evaluation highlights Jan's exceptional quality and service excellence, solidifying his trusted reputation.

Jan's cv

Jan has 40 years of experience in Financial Services, IT, and Energy, showcasing a proven ability to drive innovation and achieve success across various projects. His diverse background positions him to be able to converse with his clients at their level.

Legal

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cpa

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real estaTE

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How to Secure Guaranteed Income for Life:

Category 1

02/10/2025

Retirement Planning Strategies with Jan Levine


The Retirement Disaster You Won’t See Coming


You could lose 40% of your retirement savings overnight—and never see it coming.