A 20-minute conversation that turns into a written proposal you actually want to read.
Six categories. No pressure. The output is yours to keep.
The Family Protection Review is the front door to working with Blake. It's a structured, unhurried conversation about what your household actually counts on — and what would happen if any of it stopped. Nothing is sold on the call. The deliverable is a personal, written proposal you can read with your spouse on the lanai and decide on at your own pace.
What we hear in almost every first conversation.
Most families have done something — a workplace policy, a quote a few years back, an annuity their parent told them to look at. What's missing is a single, calm pass that ties it all together.
Coverage exists, but no one remembers what's in it.
The policy is in a drawer. Beneficiaries haven't been confirmed in years. Nobody can answer 'what does this actually do?'
One angle is over-covered. Another is wide open.
Doubled-up workplace life insurance with no mortgage protection. A small annuity with no income protection. Common patterns — easy to fix once seen.
Nobody's helping you connect the pieces.
Your CPA does taxes. Your advisor does investments. There's usually no one whose job is the protection layer — until now.
categories we look at — once, in order
Blake Levy review framework
first conversation. No prep required.
By design
personal written proposal — yours to keep
The deliverable
What actually happens on a Family Protection Review.
We start with what your household counts on — your income, your home, your timeline, the people who depend on you. We look at what you already have in place: workplace coverage, existing policies, retirement accounts, anything else. Then we identify the gaps that actually matter, in priority order. After the call, I quietly do the work — multi-carrier comparisons, pre-screening, sizing — and put together a written proposal in plain English. You read it on your timeline. We have a follow-up only if you want one. Nothing is purchased on the first call. Ever.
"If now isn't the right time, that's a complete sentence. We'll be here when it is."
What changes after the review.
A vague sense that 'we're probably okay.'
A written document that names exactly what's protected and what isn't.
Months of researching life insurance on your phone at 11pm.
Two or three real options, side by side, with the trade-offs spelled out.
One spouse worries; the other shrugs. The conversation never closes.
A shared document the two of you can read together, calmly.
Coverage gets revisited only after a major life change, usually too late.
A simple yearly nudge to confirm the plan still fits the household it was built for.
Four steps. That's the whole thing.
Tell me what you want protected
A short form, a quick text, or a 10-minute call. No need to know the answers.
I quietly do the work
Multi-carrier comparisons. Pre-screening. Sizing. Suitability where it applies.
You receive a written proposal
Plain English. Personal. Built around your household — not a quote sheet.
You decide on your timeline
Take a week. Take a month. Move forward only when it makes sense to you.
What people actually ask Blake
Blake Levy is a licensed insurance producer. Insurance products are issued by third-party carriers and subject to underwriting, eligibility, and policy terms. This site is for informational purposes only and is not investment, tax, or legal advice.