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
What does a healthy relationship with money look like?
Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
How to prepare your business for a transition
With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.
Why six figures might not mean what it used to
Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.
9 surprising retirement facts
Retirement offers the promise of relaxation, but it can deliver challenges to physical, mental, and financial health
Why you should have an emergency fund
An emergency fund can help you pay for unexpected financial emergencies. And having one in place can help ease stress
3 important insurance considerations for retirees
In retirement planning, evaluating your insurance policies is a good policy.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.