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For Retirees, Pre-Retirees, and Anyone Changing Jobs with an Old 401(k) or IRA
(Don't leave your old 401(k) behind)
GUARANTEED INCOME
NO MARKET RISK
LIFETIME PAYCHECK
SPOUSE PROTECTION
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The 2026 Market Crash | No One Is Ready for What’s Coming
In this video, we break down the hidden signals of the coming 2026 Market Crash.From rising interest rates,record corporate debt, AI overvalued tech stocks and weak consumer spending, multiple red flags are pointing to a possible correction that could reshape the market.
Are we living through the next big financial bubble7
In this video, I break down the rise of AI, why it feels similar to the dot-com boom of the late 1990s, and the three major forces that push the market higher or cause it to crash. How bubbles form, why they burst, and how smart investors prepare!
Does a Stock Market Crash Affect an Annuity?
Do stock market crashes affect fixed index annuities? The answer is a resounding NO! When the market or index drops, the worse that can happen is your annuity will earn zero during that period. Once the index starts rising again, your index annuity starts earning. Your 100% protected!
How Do Annuities Protect My Retirement From Market Crashes?
We'll cover what annuities are and how they work to provide stability for your retirement funds. You'll learn about the different types of annuities, including fixed and fixed indexed options, and how they help preserve your principal even when the stock market declines.
Frequently Asked Questions
What is a Fixed Indexed Annuity (FIA)?
An FIA is a safe retirement product that allows your money to grow when the market goes up but never lose value when the market goes down. It offers tax-deferred growth, optional income riders, and can provide guaranteed lifetime income depending on your plan
What should I do with my old 401(k)?
If you’ve changed jobs or retired, you have several options: leave it where it is, cash it out (and pay taxes), roll it into an IRA, or roll it into a Fixed Indexed Annuity (FIA) for tax-deferred growth and income for life. Many retirees prefer FIAs for their zero market loss protection and lifetime income options
Can I roll over my 401(k) or IRA into an annuity?
Yes. A 401(k) rollover annuity allows you to move funds directly into an FIA without triggering taxes, maintaining your retirement account’s tax-deferred status. It’s a common strategy for retirees and job changers looking for stable income and principal protection
Who is a Fixed Indexed Annuity best suited for?
FIAs are designed for retirees, pre-retirees, and job changers who want to protect their savings while still earning interest. They’re especially popular for people who can’t afford to take big risks with their retirement nest egg
Why is an annuity set up so complicated?
Because there are thousands of options — different crediting methods, participation rates, roll-up rates, income riders, bonuses, income options, joint or solo accounts, and carriers. Each company structures their products differently, and what’s “best” depends entirely on your personal goals. That’s why it’s crucial to work with an expert annuity strategist who knows which carriers have the right products to align with the outcome you actually want.
Why would I put an annuity inside my IRA?
Because of the benefits it provides you. You choose the investment for your IRA based on the benefits it provides you. For an index annuity, essentially, safety of principle and growth, Accumulation and income for life. That’s what most people want.
What is a crediting method?
The crediting method is the method by which the interest is credited to your account. You make interest based upon what a stock market index does—the S&P 500, for example. So the crediting method would determine what percentage of the S&P 500 gains for the year you actually receive. Again, the crediting method is the method by which your interest is credited to your account.
What insurance company is this through?
When it comes to index annuities specifically, there are 39 companies that offer them to the general public: to you and to me. We know these companies inside and out. As a matter of fact, there are four or five that are the very best in the industry. We know that every client is different, and the client's goal is what drives which option is right for them That experience allows us to choose the very best products for our clients. That makes us unique. Get your video investor, and find out everything you want to know, and if an FIA is right for you!
"We have been working with Edward Jones, for many years. My husband did several months of research on rollover options, spoke to Cory and liked what we heard. We got a 21% bonus when we rolled our IRA over and now have a zero floor, we will never lose another dime in market downturns. His VIP service is outstanding, very friendly, kind, and professional. He helped create a legacy strategy so if that one of us pass the other is set for life."
Kathy S.
TESTIMONIALS
"I was very impressed with Cory Levine , He focused on our goals"
"He was very knowledgeable and professional. He answered all my questions. I would very much recommend him, he was very down-to-earth and easy to chat with."
- Dave J
"I can't believe how easy it was to protect my retirment savings "
"My Old 401k was just sitting there losing money! Knowing my retirement savings are protected against market downturns changes everything"
- Joe F
"Words cannot express how happy I'm with the service I received"
He had options my financial planner never even thought of! He made it easy to make the best decision, for me and my family. Cory took the time to get to know more about me and my family"
- Robert I
"Cory listened to what was important to me, and took care of everything "
"I was amazed by the stradey he used to reduce my tax liability from $125K down to $45K, All while increasing my legacy to all most a million dollars! No I know my wife will be ok if something happens to me"
- Dave J
"Cory understood what its like to be a widower and full time single parent"
As s a single dad of 3 boys, i would worried all the time about what would happen to my kids if something happened to me! Cory built a plan that would make sure my boys were properly protected, all while keeping it in my budget!
- Joe F
"He presented options my financial planner didn't even think of"
This guy puts his clients first, Listed to my goals and presented me with options, simplified the process and took care of everything . VIP service. I feel like I'm back on track to retire comfortably
- Robert I
Testimonials reflect individual experiences. Results may vary. Financial products involve risk and suitability requirements. Guarantees are based on the claims-paying ability of the issuing insurer.
Built on consistency, integrity, and results — one family at a time.
Every client matters.
Every plan is personal
Real protection. Real strategies. Real results.
Licensed nationwide and ready to help wherever you are
About Cory M Levine-Protection & Retirement Strategist
Founded Cory M Levine After the passing of his wife, Cory wanted to give Americans the opportunity to set up a proper legacy plan. Life Insurance with living benefits that pays you while your alive is something he and his wife were never offered before she became ill.
Cory is passionate about educating clients about how to maxfund a properly structured cash value life insurance for high cash value growth, while properly protecting your family. Educating clients and sourcing the best annuity products based on his clients goals for the highest income for life.
Our main goal is to provide better, safer, and smarter ways to plan for retirement. We specializes in strategies that protect against market losses while offering steady, market-linked growth.
Our mission is simple: help clients to protect and grow their savings confidently—without unnecessary risk, unnecessary taxes when possible and protect families from the unnecessary financial devastation that comes from diagnosis of chronic, critical and terminal illness, while also protecting against loss of life of a loved one. Backed by a dedicated team and decades of experience, we provide personalized financial solutions
rooted in integrity, transparency, and results.
Do you have any old 401(k) and IRAs
You could be eligible for:
• A generous upfront bonus
• Uncapped Market Growth
• Guaranteed income for retirement
Do you have any old 401(k) and IRAs
You could be eligible for up to a 21% bonus
Guaranteed Protection
Your principal is safe, even if the market drops.
Indexed Performance
Earn interest based on market performance, without market risk.
Tax-Deferred Growth
Let your money grow without yearly taxes slowing it down.
Guaranteed Lifetime Income Option
Turn your savings into income you can’t outlive.
Peace of Mind
No sleepless nights worrying about market crashes.
Flexible Access
Plans allow penalty-free withdrawals each year.
Legacy Protection
Pass remaining value to your beneficiaries
Capped & Uncapped Market Growth
Do you have any Old/Maturing Annuities?
You could be eligible for:
• A generous upfront bonus
• Uncapped Market Growth
• Guaranteed income for retirement
About Cory M Levine
Cory M. Levine’s commitment to protecting families was forged in the hardest of circumstances.
After watching his father battle Alzheimer’s and dementia — and later draining his own savings to care for his wife when she suffered a cognitive impairment after their first child was born — Cory learned firsthand what financial vulnerability really looks like. No family should ever be forced to choose between care and security.
That experience fuels his purpose today: helping families build bulletproof financial plans designed to eliminate fear, taxes, and market losses from the equation.
Through Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA), Cory helps clients harness the Power of Zero
Zero market losses thanks to a zero floor,Tax-free growth through compounding interest, Access to living benefits for chronic or critical illness, And health-care waivers that protect income when life takes an unexpected turn. These strategies aren’t about products — they’re about peace of mind. Cory’s mission is to ensure that what happened to his family never happens to yours. With compassion, knowledge, and properly structured plans, he helps you protect your legacy, your income, and the people who depend on you.
Should I refinance my old or underperforming annuities?
Similar to when interest rates go down, you might refinance your mortgage to get a lower rate because you pay less interest, and that is better financially. Conversely, when interest rates go up—you can replace your old annuity that has lower rates, with a new annuity with much higher rates, and lock them in. The benefit to you is: the rate of return can be greatly increased. This can provide larger lump sums and greater incomes that last longer.
Press and MEDIA
Hidden fees are killing your retiremnt
Tony Robbins-Hidden fees are a major problem for retirement savers. Unfortunately, the move toward increased disclosure has not solved it, said Tony Robbins,
Tax Free Rtirment
Compound Interest -TFRA-Tax-Free Retirement Account producing an income for life while protecting your family..Including living benefits in case you get sick. Better options then Long Term Care ,
Income For Life
Tony Robbins-The Only Option For Retirement Income-The Secret to Tax-Free Retirement Income for Life which includes health care riders incase yo cant do 2 of the 6 daily activities
IUL Indexed Universal Life Explained
Tax-Free Retirement with IUL Insurance Did you know? With an Indexed Universal Life (IUL) policy, the cash value you build can be withdrawn tax-free
Youtube
Tony Robbins-The Only Option For Retirement Income-The Secret to Tax-Free Retirement Income for Life
TAX-FREE RETIREMENT USING CASH VALUE LIFE INSURANCE
Do you have any lazy money at the bank?
You could be eligible for:
• A generous upfront bonus
• Uncapped Market Growth
• Guaranteed income for retirement
Why don't Channels we watch Everyday tell us that we never need to lose a dime again?
They would have nothing to report on!
When is the Next crash Coming?
Disclosure & Compliance Statement
The content shared by Cory M. Levine and The Life Insurance Professionals is developed from sources believed to be providing accurate information. All information presented is for educational and informational purposes only and should not be considered tax, legal, or investment advice.
Please consult with your own qualified tax advisor, attorney, or financial professional regarding your individual circumstances before taking any action.
All research, examples, charts, or case studies referenced strictly relate to insurance products and strategies. These materials are intended to illustrate general financial concepts and are not guarantees of future performance. Any policy features, benefits, or guarantees are backed solely by the claims-paying ability of the issuing insurance company.
Cory M. Levine, doing business as The Life Insurance Professionals and Properly Structured IUL, operates as a licensed independent insurance agent offering products through multiple third-party insurance carriers.
Cory M. Levine is not affiliated with, or registered as, a broker-dealer, investment adviser, or securities firm, and does not offer investment or securities products.
Suitability and policy recommendations are determined only through direct consultation with a licensed insurance professional, and no product is recommended until a client has completed a suitability review and carrier approval process.
This material is not a solicitation to buy or sell securities or to provide investment advisory services in any jurisdiction where such activities would be unlawful. All examples or testimonials are for educational illustration and may not represent typical client experiences.
© 2025 Cory M. Levine. All Rights Reserved.
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