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Nationally acclaimed third-party evaluation highlights Jan's exceptional quality and service excellence, solidifying his trusted reputation.
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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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Personal lines of insurance including homeowner, auto and umbrella policies shield against sudden, unexpected life events.
Beyond financial protection, it offers peace of mind. By protecting your assets in the event of a disaster, families have a safety net to rebuild their lives and homes now.
In life's journey, preparing for the inevitable end is just as crucial as managing the present. Providing a safety net for you and your loved ones ensures the preservation of assets today and even after one's passing. It is crucial in any financial plan.
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Our homes are the sanctuaries for our families and one of the most significant investments for financial stability. By strategically leveraging your insurance solutions, individuals can safeguard their assets, mitigate financial risks, and pave the way for a seamless transition of wealth to future generations. Insurance is one of the fundamental pillars.
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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.
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:
LinkedIn: linkedin.com/in/janmlevine.
