Built on experience.
Grounded in people.

A broader view.
A personal touch.

Menachem Rabin founded Lumora Planning Partners after seeing firsthand how easily an insurance conversation can become centered on a product instead of the person buying it. His goal was to build the kind of experience he would have wanted himself: thoughtful, straightforward, and centered on the client’s actual priorities.

His experience spans entrepreneurship, e-commerce and public accounting, where his work is focused on tax. Having built and operated his own business, he understands the decisions business owners and families face and brings a practical tax perspective to conversations about protection and long-term planning.

Menachem is a Florida 2-15 licensed insurance agent, with additional nonresident licenses in New York, California and Georgia. He brings a background in public accounting and firsthand experience building and running a business to his work with clients.

Today, Menachem works with clients to compare insurance options from multiple carriers, understand the trade-offs, and make decisions in the context of their goals—not simply the economics of a particular sale. The standard is simple: listen first, explain clearly, and recommend only what makes sense for the client.