Levine & Reid, Inc. is widely recognized as one of the leading personal and business financial strategies firms. Leveraging cutting-edge technology and intellectual capital with a foundation built on long-term relationships, we are well-equipped to provide world-class, personalized financial solutions. We are committed to providing you with the advice, expertise, and value you deserve.

  • Susan Murphy Reid, CLU, ChFC, CASL, ChHC, REBC president of Levine & Reid, Inc., has been a recipient of the NAHU Soaring Eagle Award from 2013 thru 2021. This award is the highest honor given by the Leading Producers Round Table (LPRT) to recognize National Association of Health Underwriters members who have “achieved the greatest success in demonstrating exceptional professional knowledge and outstanding client services.” Annually, less than 1% of financial professionals receive this prestigious award, placing her in elite company.

  • Bruce Levine, CLU, ChFC, of Levine & Reid, Inc., is a lifetime member of the Million Dollar Round Table (MDRT). MDRT is the leading association of life insurance and financial services professionals. Only about 6% of life insurance professionals can qualify to join this organization.

  • Susan Murphy Reid, CLU, ChFC, CASL, ChHC, REBC, is a member of the Leading Producers Round Table (LPRT) of the National Association of Health Underwriters.  LPRT recognizes successful underwriters of Accident & Health Insurance and is the premier program for top Health, Disability, Long-Term Care and Worksite Insurance producers.

  • Investment Advisory Representative (IAR) Susan Murphy Reid

Active Associations:

  • NAIFA- The National Association of Individual Financial Advisors

  • NAHU- The National Association of Health Underwriters

  • Society of FSP- Society of Financial Services Professionals 

We have representatives in this office licensed and registered to offer products and services in [IL]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states.

View our Customer Relationship Summary https://www.massmutual.com/efiles/mmlisi/pdfs/mi1327.pdf