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
Why you should have an emergency fund
An emergency fund can help you pay for unexpected financial emergencies. And having one in place can help ease stress
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Unexpected costs to plan for when you're adopting
Adopting a child can be a joyful, but it can also bring financial challenges. These tips can help you cope with the costs.
Have you taken these key estate planning steps?
To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.
Why your expenses may increase in retirement
People often think their expenses will decline in retirement. But that may not be the case.
How a financial professional can help with stress
Money-related issues are the top sources of stress for US adults. Working with a financial professional can help
Financial wellness for everyone: Term life insurance
Learn how simple, affordable life insurance can help boost your financial confidence with these basics.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Credit Card Debt
We share tips to manage high-interest credit
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.