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
6 money moves to make when growing your family
Having kids is expensive. Here are 6 steps you can take to plan for your family’s financial future now
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Couples: How to choose between 2 insurance plans
Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
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.
Financial confidence boosters for women in midlife
Five things women in midlife can do to help boost their financial confidence.
You received an inheritance — now what?
An inheritance can make a big difference in your financial life, but creating a plan to manage that money can be daunting.
Are you and your partner trapped by the money taboo?
Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo
Common paycheck deductions and withholdings
Here’s a brief guide to the common deductions and withholdings you see each payday
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?