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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Common paycheck deductions and withholdings
Here’s a brief guide to the common deductions and withholdings you see each payday
Money matters: Why it pays to be financially responsible
Teens might not have much money, but it's important for them to be responsible with the cash they do have.
Financial tips for women business owners of color
Five important financial considerations to help minority women proprietors set their businesses up for success
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.