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
Tips to convert term life insurance to whole life insurance
A term life policy can be converted to permanent life insurance as protection needs for your and your loved ones change
Why do we need insurance?
Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
When Markets React
When markets shift, experienced investors stick to their strategy.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Saving for College 101
Here’s a crash course on saving for college.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?