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
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Be wary of financial advice from social media
Just because social media influencers seem knowledgeable doesn’t mean you should place your trust in them
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Retirement, redefined: When work becomes optional
Retirement is evolving into something more flexible, more personal, and more intentional.
Financial wellness for everyone: Income protection
Help protect your income with disability insurance if illness or injury keeps you from working.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
How to budget for a vacation in 5 easy steps
Feeling stressed? A vacation might be just what you need. Here are some simple steps you can take to help make it affordable.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.