PRESERVEYOUR401K.COM
Your 401(k) survived the climb.
Now protect the descent.
At this stage, it’s not about growth. It’s about preservation of capital — and income for life.
Markets recover. Your retirement timeline can’t wait for them to. One honest conversation shows you your options.
📅 Book Your Free 15-Minute Call
No pressure. No jargon. No obligation. | Or call/text: 561-542-8610
🔒 Licensed Insurance Professional
📍 Boca Raton, FL — serving families nationwide
The 3 most expensive mistakes people make with an old 401(k)
You changed jobs. Your money didn’t come with you — and nobody handed you a manual.
Doing nothing
The account sits with a company you left — paying fees you can’t name, managed by nobody, riding every market swing.
Cashing out
Under 59½, roughly 30% can vanish off the top between federal taxes and the early-withdrawal penalty. The most expensive button you can press.
Rolling over blind
Moving it to the new employer’s plan without comparing — often the same fees and the same full market exposure, just a different logo.
What a properly designed preservation strategy can do
Using tools like Fixed Indexed Annuities — insurance contracts built for money you can’t afford to lose.
Not for everyone. Surrender periods apply, optional riders have costs, and design matters enormously — which is exactly why the conversation comes before any paperwork.
On our 15-minute call, we take these off your plate:
✔️ “What if the market crashes right before I retire?”
✔️ “Will I run out of money?”
✔️ “Am I overpaying in taxes?”
✔️ “What if I need nursing care?”
✔️ “Will my loved ones be OK if I pass?”
Why families trust Cory Levine
I’m a licensed insurance professional — and a widowed father raising two boys on my own. I know exactly what happens to a family when the unexpected arrives, because I’ve lived it. My job is simple: run your real numbers, explain your options in plain English, and tell you honestly if what you already have is the right fit.
★★★★★
“For months I’d been thinking about how to roll over my 401(k) from my old job. Cory was so professional and friendly — he explained everything and more. By the end of a few weeks I was completely on board.”
— Misty D., 401(k) rollover
★★★★★
“His knowledge was given to me in a way I could easily understand. He called when he said he would and followed up every time. I referred him to one of my best friends — that’s how good the service was.”
— Denise B., 401(k) rollover
You only retire once.
15 minutes. Your real numbers. Honest answers — including “keep what you have” if that’s the truth.
Prefer to talk now? 561-542-8610
Cory Levine · The Life Insurance Professionals · Boca Raton, FL. This page is educational and not individualized financial or tax advice. Fixed indexed annuities are insurance contracts; guarantees are backed by the claims-paying ability of the issuing insurer. Product features, riders, and availability vary by state and carrier. © 2026 The Life Insurance Professionals, Cory Levine LLC.