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
Review and refine your buy-sell agreement
A professional buy-sell agreement review with customized recommendations.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
5 tips for first-time home buyers
Purchasing a home brings a lot of responsibilities that demand considerable time and money
Ways to turn spending into savings
Try these simple steps to transform from being a spender to a saver
8 financial tips for business owners
Discover financial hacks to help reduce stress and keep your business running smoothly
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Couples: How to choose between 2 insurance plans
Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.