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
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.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Be wary of financial advice from social media
Just because social media influencers seem knowledgeable doesn’t mean you should place your trust in them
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
How to prep your finances for a natural disaster
Incorporating financial preparedness into your disaster plans may help you handle the aftermath with more resilience
Smart wedding registry ideas for couples
The registry can provide new experiences–and savings. Here is how.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Saving for College 101
Here's a crash course on saving for college.
Rightsizing for Retirement
What does your home really cost?