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
Couples: How to choose between 2 insurance plans
Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Whole life insurance: part of a tax diversification strategy
A strategy that can help your retirement go a long way.
Is financial stress undermining your well-being?
If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness
Managing your finances when starting a new career
If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Why your expenses may increase in retirement
People often think their expenses will decline in retirement. But that may not be the case.
Protecting your future
Watch Nick's journey to protect his family's future
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Saving for College 101
Here's a crash course on saving for college.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.