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
Financial tips for women business owners of color
Five important financial considerations to help minority women proprietors set their businesses up for success
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Overlooked ways to add diversity to your portfolio
A diverse portfolio can be more than stocks and bonds.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tips to convert term life insurance to whole life insurance
A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Closing Gaps for Underrepresented Entrepreneurs
Minority and women business owners have a unique set of skills and challenges.
View all articles 
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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.
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.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.