Director, Advanced Markets
Zach Levine is a director of Advanced Markets with the Penn Mutual Life Insurance Company. In his position, he offers comprehensive case design, technical, marketing, and educational support to Penn Mutual’s field management, producers, independent broker dealer partners, and third-party financial professionals on matters pertaining to estate and charitable planning, business succession planning, selective employee benefits, and qualified retirement plan distribution strategies.
Zach possesses a law degree (J.D.), with honors, from the University of Miami – School of Law, a Bachelor of Business Administration in Management and Legal Studies from the University of Miami, and several years of related experience as a trusted legal resource in the financial services industry.
Zach may be reached at Levine.Zach@pennmutual.com.