Rohe Levy Financial and Insurance Services, Inc.

It's no secret how much we love our French Bulldogs here at Rohe Levy Financial! Giving back to the special animals we cherish is also close to our hearts. We're excited to share how we give back through our #FrenchieFridays feature. Stay tuned as we spotlight amazing organizations like Road Dogs Rescue! Road Dogs Rescue's primary mission is to rescue and rehab medical bulldogs and puppies with birth defects and spread the message of love and compassion towards all animals. Road Dogs provides: 🐾 Rescue 🐾 Adoption 🐾 Medical Care 🐾 Behavior Modification 🐾 Training 🐾 Education 🐾 Awareness Road Dogs needs your help! Every day they are having to turn down dogs needing help due to limited resources. You can make a difference! Check out https://www.roadogs.org/ for more info and adorable pups looking for their forever homes! 🐾 #FrenchieFriday #GivingBack #Smile

A huge thanks to David C. Reynolds, CFP®, CLU® from Spearhead Administrative Services for his insightful presentations at the 2025 RLFPFS on generating structural alpha with PPLI and PPVA, and exploring SMA programs tailored to these structures! We also appreciate his expert moderation of the SMA panel! Looking forward to seeing everyone back in Las Vegas in 2026! #2025RLFPFS #FinancialPlanning #WealthManagement #RetirementPlanning #FinancialServices #LifeInsurance #Insurance #PremiumFinance #PPLI #PPVA #SMA

While the S&P 500 has historically delivered significant average annual returns (10.5% from 1990-2024), it's crucial to remember that these gains haven't come without volatility. Investors have faced an average intra-year drawdown of -14.1% during this period. This pattern continues in the current year, with a -8% year-to-date return and a -19% largest intra-year drawdown. The key takeaway is that strong long-term growth in the S&P 500 has historically been accompanied by notable market fluctuations. #FinancialServices #PremiumFinance #S&P500 #LifeInsurance #InvestmentReturn #RetirementPlanning #WealthManagement #Investing #EstatePlanning #FinancialPlanning #Volatility #ExhibitA

Behind everything we do for our clients are our dedicated, talented administrative professionals. They make it all possible. Their impact is felt in every part of our work. They keep our systems running and our schedules on track and are really the backbone of our team. To our incredible San Diego team: Thank you for your dedication, problem-solving, and the countless ways you help us serve our clients every day. We couldn’t do it without you! #AdminProfessionalsDay #TeamAppreciation #Excellence #Gratitude #RLF

🌍 As financial professionals, we focus on long-term preparations, and that mindset often extends beyond finances. The world is making progress toward sustainability, and the numbers tell an interesting story: 🌱 Over 157 million trees have been planted under Canada's 2 Billion Trees Program as of 2024, with agreements to plant 716 million trees either signed or in negotiation, according to a November 2024 update from Woodworking Network. ☀️ Global solar power capacity additions surged by 74% in 2023, reaching a record 346 GW of new installations, Ember reported in May 2024. Solar accounted for three-quarters of all renewable capacity added worldwide in 2023. 💧 The Ocean Cleanup has removed over 10,000 tons of plastic waste from oceans and rivers worldwide as of April 2024. In the Great Pacific Garbage Patch alone, they removed more than 450 tons of trash over the past three years. These milestones highlight the power of innovation, investment, and collective effort. Small steps, taken over time, can lead to lasting impact—whether in financial preparations or environmental progress. Today we recognize the advancements being made and the continued role we all play in shaping a more sustainable future. 🌍 #EarthDay2025

This Wednesday, April 23rd, Rohe is heading to Dallas, TX for Investors Preferred's "Unlocking Opportunities With Private Placement" event. This is a key opportunity for advisors, RIAs, and Family Offices to gain insights into advanced planning tools. Rohe is looking forward to joining Daniel Bergan, CPWA®, CFP®, ChFC®, CLU®, CASL®, CLTC® from Paradigm on an insurance panel, hosted by Nikki Pethtel of Investors Preferred. #PPLI #AdvancedPlanning #WealthManagement #RetirementPlanning #FinancialPlanning #WealthStrategies #FinancialServices #Advisor #RIA #FamilyOffice #HNW #UHNW #LifeInsurance #Insurance #TaxEfficiency

Learn about Death Benefit Only (DBO) plans and how life insurance can be used to informally finance plan obligations! #RLF #LionStreet #LifeInsurance #FinancialPlanning #WealthManagement #RetirementPlanning #FinancialServices #LifeInsurance #Insurance #PremiumFinance #EstatePlanning #DBO #DeathBenefitOnlyPlan #LifeInsuranceStrategies #CorporateSolutions #BusinessSolutions

Wishing you a joyful and blessed Easter! Easter is a time of renewal, hope, and gratitude—a reminder of new beginnings and the blessings that surround us. May your day be filled with peace, love, and time with those who matter most. #HappyEaster

Meet Max! Max is our CEO (Chief Emotional Support Officer)! This 2-year-old adorable boy belongs to our owner, Rohe Levy, and brings endless smiles to our team. You'll often find him napping (and snoring) in his stroller or greeting visitors with his friendly grin. Max is a vital part of the RLF family! 🐾 #RLFFrenchies #FrenchieFriday #Smile

A huge thank you to Anthony Stanek from Investors Preferred for his fantastic moderation of the IDF Panel at the 2025 RLFPFS! We also greatly appreciate his expert insights and contributions to the PPLI and PPVA design den and case studies session. Looking forward to connecting with Anthony next Wednesday, 4/23 at the IPL "Unlocking Opportunities With Private Placement" event in Dallas, TX! Anthony and fellow industry experts will be discussing how PPLI can open up new planning possibilities for HNW and UHNW clients. #2025RLFPFS #IPL #FinancialPlanning #WealthManagement #RetirementPlanning #FinancialServices #LifeInsurance #Insurance #PremiumFinance #PPLI #PPVA #IDF