Broker Check

1751 Lake Cook Road
Suite 350
Deerfield, IL 60015

LANNY D. LEVIN AGENCY, Inc.

(847) 597-2444

Strategies

Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies

Business Succession Planning

  • Buy-Sell Agreements
  • Estate Equalization Planning
  • Key Person Indemnification
  • Qualified Retirement Plan Pension Design

Executive Benefits

  • Supplementing Group Life & Disability Income Protection
  • Selective Supplemental Retirement Benefits
  • Death Benefit Only Plans
  • Split Dollar Arrangements

Personal Strategies

  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning
  • Estate Planning
  • Money Management1

1Investment advisory services offered through Park Avenue Securities.

Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving