Investment

Learn  about the new Bankers Life Flexible Premium BONUS Indexed Annuity

universal life

Learn about Indexed Universal Life Insurance

Long-Term Care

A new and Affordable Long-Term Care Concept

Financial Services VIDEOS

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Podcast

Don’t miss this video interview with Jan, hosted by a leading industry expert discussing the holistic approach that has made Bankers Life so valuable to their clients.

Four one minute video 'snippets', as well as the entire Video Podcast, are available using the links below:


The Only Constant is Change

Retirement Fears Put to Rest

The Secret to Never Losing Money

Our Holistic Planning Approach

3rd party review

Nationally acclaimed third-party evaluation highlights Jan's exceptional quality and service excellence, solidifying his trusted reputation.

Jan's cv

Jan has 40 years of experience in Financial Services, IT, and Energy, showcasing a proven ability to drive innovation and achieve success across various projects. His diverse background positions him to be able to converse with his clients at their level.

Legal

We understand the value of trust between our clients and attorneys. Without mutual trust, there can be no relationship. That’s why we take time and get to know you. Whatever the issue may be, we know you’ve got unanswered questions. That’s why we’re here to listen and guide you through the process.

 

We put our clients first when it comes to the cases we file. It’s not about winning or losing a case, but rather making sure our clients get the benefit they deserve. At Winslow Law, a case is more than a number, it’s a person, a family, a business, a life, and we do everything we can to help you through your situation and get the results you deserve.

 

No matter what your circumstance may be, when you contact our team we get to work fast. Once you reach out we will schedule a 1-on-1 consultation with an attorney in our office. However, that’s just the beginning of our process. Our entire team will work hard throughout the entirety and focus to find a resolution to the situation you bring to our firm
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Tax planning and preparation

Trusted Tax Advisory Experts


At ClearFixTax, we turn tax challenges into opportunities for long-term financial clarity and growth. Our client-centered, results-driven approach delivers tailored solutions for both individuals and businesses. From strategic tax preparation and audit representation to full-service bookkeeping and payroll, we bring precision, follow-through, and proactive guidance to every engagement. We prioritize transparency, responsiveness, and innovative thinking—so you can navigate complex financial matters with confidence and peace of mind. 

At Realty ONE Group, we pride ourselves on always using old fashioned integrity, combined with cutting-edge technology, in order to achieve your goals. Whether you are considering relocating to the Grand Strand in Myrtle Beach, or looking for a vacation or investment property, we promise a level of service that will earn your confidence and trust. 
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NOTE: The Team is available for On-Location Seminars for groups of 10 or more. 

Click here for details of the "NOT Your Same Old Retirement Planning Seminar"

 

                            Contact us

for further information
call or email jan:

704.668.7922

jAN.Levine@bankerslife.com
                or
Jan@SCRetirementProfessionals.org

How to Secure Guaranteed Income for Life 

Retirement planning Strategies with Jan Levine


The Retirement Disaster You Won’t See Coming


You could lose 40% of your retirement savings overnight—and never see it coming.

Think that sounds extreme? It happened in 2008. Millions of Americans watched helplessly as their 401(k)s shrunk

by nearly half, just as they were preparing to retire. Some had to delay retirement for years, while others were

forced to drastically downsize their lifestyle.

The worst part? They didn’t know how to prevent it.


Now, you’re sitting on your own hard-earned savings, hoping history doesn’t repeat itself. But hope isn’t a retirement

strategy. Protection is.


Jan Levine, a veteran financial expert, helps pre-retirees secure their savings before disaster strikes. His secret?


A little-known financial loophole that lets you move your money to safety—without quitting your job, paying

penalties, or triggering taxes.


If you’re 55 or older and don’t have a guaranteed plan to protect your 401(k) from the next crash, keep reading.

This could be the most important retirement decision you ever make.


The Retirement Trap Most People Fall Into

Most pre-retirees follow a simple formula:


1. Work hard for decades

2. Contribute to their 401(k), sometimes with employer matching

3. Watch it grow (and try not to panic when the market drops)

4. Hope it’s enough when they finally retire


But hope is not a strategy.

If all your savings are tied up in the stock market and the economy shifts, you lose

control over your own future.

Most people don’t even realize there’s an alternative until it’s too late.


Jan Levine sees it all the time. He works with people who have spent 30, 40, even 50 years building their

retirement savings—only to realize they have no actual plan for keeping that money safe.


If you’re watching your account balance fluctuate and wondering:

● Is my money actually safe, or am I just hoping it won’t disappear?

● What happens if the market crashes right before I need to start withdrawing?

● Do I really want to gamble my retirement on forces I can’t control?


This uncertainty keeps people stressed, second-guessing, and stuck. The good news? You don’t have to feel this

way.

                                     How an In-Service Rollover Protects Your Retirement

Most people assume that once their money is in a 401(k), it has to stay there until they retire or leave their job.

That’s not true. Thanks to a little-known rule called an in-service rollover, you can move your savings into a

safer, more stable financial vehicle—without quitting your job, triggering taxes, or facing penalties.

Here’s why this is a game-changer for retirement planning:

● You don’t have to leave your employer to take action. Most people think they’re locked into their 401(k)

plan until retirement or a job change. That’s not the case.

● You can protect your savings before disaster strikes. Instead of waiting for a market drop, you can move

your money into a secure, tax-efficient strategy now—one that guarantees your balance will never

decrease.

● You create guaranteed income for life. Unlike the ups and downs of the market, an indexed annuity locks

in gains and provides you with a steady stream of income for the rest of your life.

● You eliminate uncertainty. No more guessing. No more hoping the market won’t take another hit. Just a

clear, predictable plan for the future.

Why Retirement Planning Is More Than Just Your 401(k)

Retirement security goes beyond just having a big 401(k) balance. Real financial stability requires a holistic

approach, including:

● Medicare planning. Choosing the wrong coverage could cost you thousands.

● Long-term care protection. Most people avoid thinking about this, but it’s one of the biggest financial risks

in retirement.

● Asset protection. Making sure your money is working for you—not against you.


Jan doesn’t just focus on numbers—he looks at your entire financial picture to ensure you’re truly

prepared. His approach is personal, straightforward, and focused on protecting what you’ve built.


Your Retirement Future Is in Your Hands—What Will You Do?


You have a choice right now: Take control of your financial future or leave it to chance.


If you’ve read this far, something inside you knows the truth—you can’t afford to sit back and hope your retirement

funds will be there when you need them. You’ve worked too hard, sacrificed too much, and spent too many years

building your savings to let one market downturn decide your future.


The next crash won’t send you an invitation. It won’t wait until you’re "ready." And when it comes, you’ll either be the

person watching your savings disappear—or the one who planned ahead and secured guaranteed income for

life.


Jan has already helped countless people protect their retirement before it’s too late.


Will you be next?


Here’s what to do right now:

Email Jan at jan.levine@bankerslife.com

Connect on LinkedIn: linkedin.com/in/janmlevine


Take action before the market does.


You can keep gambling your retirement on forces you can’t control—or you can lock in your financial security

starting today. No second chances. No do-overs. Just one decision that changes everything.


                                       Your future self is waiting. What will you tell them you did today?

About Jan Levine


Jan Levine is a financial professional specializing in retirement planning, asset protection, and guaranteed

income strategies. Many pre-retirees unknowingly leave their 401(k)s exposed to market crashes, risking

decades of hard-earned savings. 

With a career spanning from the 1980s, Jan has helped countless individuals

secure their retirement using little-known strategies like the in-service rollover. 

As a top-performing agent at Bankers Life, he provides a holistic approach—covering Medicare, long-term care, and tax-efficient wealth

preservation. 


If you want certainty instead of guesswork in your retirement plan, contact Jan at:


jan.levine@bankerslife.com 


LinkedIn: linkedin.com/in/janmlevine.