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
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Ways to turn spending into savings
Try these simple steps to transform from being a spender to a saver
Why financial planning should be a family affair
Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Why your expenses may increase in retirement
People often think their expenses will decline in retirement. But that may not be the case.
Review and refine your buy-sell agreement
A professional buy-sell agreement review with customized recommendations.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?