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
Saving for College 101
Here's a crash course on saving for college.
8 financial tips for business owners
Discover financial hacks to help reduce stress and keep your business running smoothly
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Financial wellness for everyone: Whole life insurance
Whole life insurance is widely misunderstood but offers coverage that lasts a lifetime and rates that won’t increase
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Retirement Seen Through Your Eyes
What's your vision of retirement?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Managing grief with financial preparedness
A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.
Financial planning for your special needs child
Financial planning tips, including ABLE accounts and special needs trusts, for parents of children with special needs.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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.