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...
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
However exciting retiring abroad may sound, it deserves considerable planning.
Five phases to changing unhealthy behaviors.
Why have the markets been so volatile recently?
Do your insurance needs stay the same when the nest empties?
Even low inflation rates over an extended period of time can impact your finances in retirement.
How federal estate taxes work, plus estate management documents and tactics.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
What does your home really cost?
Do you have causes that you want to support with donations?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.