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
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Is financial stress undermining your well-being?
If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness
Are you and your partner trapped by the money taboo?
Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo
3 important insurance considerations for retirees
In retirement planning, evaluating your insurance policies is a good policy.
Talking to your kids about money
Here are some practical tips for teaching your kids how to build a confident financial future
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Finding solace in times of crisis
Watch Joleen's journey to find comfort in times of crisis
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Saving for College 101
Here's a crash course on saving for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.