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...
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How literate are you when it comes to your finances? Brush up with these five basics.
It's important to understand the pros and cons when considering a prepaid debit card.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The start of marriage should be all love–not debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
It's easy to let investments accumulate like old receipts in a junk drawer.
It’s never a bad time to speak with your financial advisor about changes in your situation.
That big list of dreams and goals isn't the only way to look at your bucket list.
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
Would you guess that Millennials are effectively saving for retirement? Well, they are.