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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

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Up your game with long-term financial goals

Up your game with long-term financial goals

Setting goals, protecting your earning power, and saving can get you thinking and acting with the long-term in mind.

How to help manage student debt efficiently

How to help manage student debt efficiently

Student debt can take a toll on your wallet and your well-being. Here are tips to pay if off faster.

 

Tips for managing money you earned on social media

Learn ways to protect and grow the money you’ve made on social media

How to make the most of a pay raise

There are a lot of things you can do with a pay raise, but how you spend this money can impact your financial health. 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

5 financial tips for gig workers

Tips to help you enjoy the freedoms that gig work provides while also helping protect your financial stability

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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