Terms of Use

By using this site you agree to these terms. Blake Levy is a licensed insurance producer (50 states, NPN 20368134). Insurance products are issued by third-party carriers and are subject to underwriting, eligibility, exclusions, and policy terms.

Not advice

Blake Levy is a licensed insurance producer. Insurance products are issued by third-party carriers and subject to underwriting, eligibility, and policy terms. This site is for informational purposes only and is not investment, tax, or legal advice.

No guarantees

Nothing on this site is a guarantee of coverage, premium, performance, or outcome. Specific guarantees, where they exist, are defined exclusively by the carrier's policy or contract documents.

IUL & annuities

Indexed Universal Life (IUL) is a permanent life insurance product with a death benefit and the potential for cash value accumulation. IULs are not investments. Cash value performance depends on funding strategy, policy charges, and credited interest, and is not guaranteed. Consult the carrier illustration and policy documents for specifics. [PRODUCT-SPECIFIC DISCLOSURES PLACEHOLDER]

Fixed Indexed Annuities (FIAs) are insurance contracts, not investments. Principal protection, interest crediting methods, caps, participation rates, and surrender schedules vary by carrier and product. Optional riders may carry additional fees. [CARRIER-SPECIFIC DISCLOSURES PLACEHOLDER]

Contact

blake@blakelevy.example

[Full reviewed terms of use to be provided by compliance.]