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
Take the Stage: Planning for All Types of Families
What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Not Your Parents’ Finances
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...
5 Original Ways to Show Your Love
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Retirement Victory Lap
A confident retirement begins with a plan.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Rightsizing for Retirement
What does your home really cost?