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...
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
6 Tips to Manage Market Stress
Things you and clients can do to manage market stress
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Leveraging Whole Life to Pass on Wealth
Using whole life to transfer wealth when it comes to paying estate taxes
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.