WELCOME TO LANNY D. LEVIN AGENCY, INC.
A TRADITION OF QUALITY RELATIONSHIPS
Specializing in the creative use of life insurance, disability insurance, and annuities to help accomplish a person's financial goals, help maximize the accumulation and preservation of wealth building potential, protect assets and minimize taxes over a lifetime. We help executives, professionals and business owners protect against the unexpected--while growing their wealth.
We at LANNY D. LEVIN AGENCY, Inc.place the highest value on the relationships we have developed with our clients and their advisors.
We hope to give you some sense of who we are and how we do business.
Our "Value System"
- A sense of urgency
- Uncompromising standards
- Whatever it takes...
Helpful Content
Financial Hacks for Millennials: Don’t Get Burnt With FIRE
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
5 Smart Ways to Mindfully Manage Your Money
Applying the principle of self-care, of mindfulness, to your financial life can make a significant difference for the better—not just in how you handle your personal finances on a daily basis...
Smart Wedding Registry Ideas
The start of marriage should be all love–not debt.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Financial Hacks for Millennials: Values-Based Investing
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Rightsizing for Retirement
What does your home really cost?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?