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 planning for your special needs child
Financial planning tips, including ABLE accounts and special needs trusts, for parents of children with special needs.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Smart wedding registry ideas for couples
The registry can provide new experiences–and savings. Here is how.
Key Considerations When Designing a Retirement Plan
For many business owners today, retirement planning is important for both their own and their employees’ financial future
Review and refine your buy-sell agreement
A professional buy-sell agreement review with customized recommendations.
Retirement planning during divorce
Here are some retirement strategies for life after divorce to help maintain your financial wellness.
Closing Gaps for Underrepresented Entrepreneurs
Minority and women business owners have a unique set of skills and challenges.
How women can help boost financial confidence
Women add to the financial well-being of their family in many ways, but they may not always protect these contributions.
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
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.