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 for managing money you earned on social media
Learn ways to protect and grow the money you’ve made on social media
Financial confidence boosters for women in midlife
Five things women in midlife can do to help boost their financial confidence.
Building a foundation for retirement in your 30s
In your 30s, you may earn more money than ever before. That's why it’s an important time to start preparing for retirement.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Retirement, redefined: When work becomes optional
Retirement is evolving into something more flexible, more personal, and more intentional.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.