By: Joshua Finley
Cory M. Levine, founder of The Life Insurance Professionals, has seen firsthand how life insurance goes far beyond a simple payout after death. After the tragic loss of his wife at just 37, Cory faced a financial nightmare, depleting their retirement savings in an attempt to cover mounting medical bills. This devastating experience highlighted the lack of preparation for unexpected life events and ignited Cory’s mission to help families avoid similar hardships. He now advocates for life insurance as a tool for after-death protection and a wealth-building strategy, securing a tax-free retirement and preserving the quality of life during life’s challenging moments.
Life Insurance: Protection Beyond the Payout
For many, life insurance is seen merely as a way to cover expenses after death. Cory, however, is reshaping that perspective. Rather than focusing only on the death benefit, he believes life insurance can be a vital lifeline during life-altering events.
Cory specializes in policies with Living Benefits, which offer financial support during serious health crises such as heart attacks, strokes, or chronic illnesses like Alzheimer’s. These benefits allow policyholders to access their insurance payouts while still alive, providing crucial assistance when they are unable to work. It’s about preserving a family’s way of life, not just after death but during difficult moments.
“Life insurance shouldn’t just cover the basics after someone passes,” Cory says. “It’s about ensuring that your kids can still go to baseball practice, see tutors, and attend therapy even if you can’t work. It’s about protecting your family’s lifestyle.”
Cory’s personal experience as a widower and father fuels his passion. “I was a husband and dad first, doing everything I could to care for my family. Life insurance should help other families do the same—protect their quality of life while they’re still alive.”
IUL: Build Wealth, Protect Against Market Downturns, and Stay Ahead
https://www.properlystructurediul.com/
One of Cory’s highly recommended financial tools is Indexed Universal Life (IUL) Insurance. When properly structured, this dynamic policy provides a death benefit and helps you accumulate tax-free savings over time. Unlike traditional retirement plans such as 401(k)s or IRAs, an IUL allows for tax-free growth and offers penalty-free access to funds before age 59.5.
The true strength of an IUL lies in its ability to offer growth potential while shielding your savings from market downturns. Traditional retirement products often tie your funds to the unpredictable fluctuations of the stock market, leaving your retirement nest egg vulnerable. With an IUL, however, you gain the upside of the market’s good years while safeguarding your principal during a market crash.
“You get the upside of the market in good years and lose nothing when the market takes a hit,” Cory explains. “It’s about preserving your capital while allowing for growth.”
In addition to its retirement benefits, an IUL provides flexibility. You can use the cash value for investments, emergencies, or major expenses without penalties or the loss of future growth potential.
Secure Your Retirement by Rethinking Your 401(k)
Cory’s expertise extends beyond life insurance, helping clients secure their retirement by rolling over old 401(k)s or IRAs into safer financial products like IULs or Fixed-Indexed Annuities. These alternatives offer guaranteed income while protecting against market volatility.
“Many people don’t realize the risks of keeping their retirement savings in volatile markets,” Cory says. “By rolling over old employer-sponsored retirement plans into more secure financial products, you eliminate fees, gain tax advantages, and ensure your money grows predictably.”
Rolling over your 401(k) offers key benefits such as lower fees, tax-free growth, and protection against losses. These strategies enable Cory’s clients to preserve their wealth while guaranteeing a lifetime income during retirement. “It’s about making your money work for you,” Cory states. “We offer solutions that protect families and give them peace of mind.”
Cory Levine’s Approach: Comprehensive, Strategic, and Built to Last
Cory’s personal journey—losing both his parents, his wife, and experiencing the financial collapse of his family’s business—has profoundly shaped his approach to financial planning. He believes true financial security comes from more than just life insurance; it’s about crafting a comprehensive strategy that includes estate planning, trusts, and Living Benefits to cover all aspects of family protection.
One of Cory’s signature strategies, the Rockefeller Strategy, combines life insurance with trusts to create generational wealth. This ensures families can leave a legacy while securing their financial future. By integrating life insurance into long-term planning, Cory helps families protect their wealth and achieve growth without the risks of volatile markets.
“Imagine your family’s legacy not just surviving but thriving for generations to come,” Cory says. “The Rockefeller Strategy allows you to leave behind a legacy and provide your children and grandchildren with financial security.”
Ready to Protect Your Family’s Future?
Cory Levine and The Life Insurance Professionals offer more than just life insurance—they provide a roadmap to financial security, helping families grow their wealth, protect against unforeseen circumstances, and create a tax-free retirement plan.
Are you ready to secure your family’s future and take control of your retirement? Visit The Life Insurance Professionals website today or contact Cory M. Levine directly at +1 561-542-8610 or cory@thelifeinsuranceprofessionals.com to schedule your personalized consultation.
Published by Emma N.
