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14021 METROPOLIS AVE.
FORT MYERS, FL 33912

LANNY D. LEVIN AGENCY, Ic.

(847) 863-2860

Retirement Accounts When You Change Your Job 18 Years Worth of Days How to Bake a Pie-R-A Preparation is the Key to Retirement

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

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Tax-efficient retirement strategies

Tax-efficient retirement strategies

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

 

Why should we consider life insurance?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Are you and your partner trapped by the money taboo?

Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo

5 Ways single parents can improve their finances

Learn 5 steps to take to improve your finances and overall well-being as a single parent.

Couples: How to choose between 2 insurance plans

Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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