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14021 METROPOLIS AVE.
FORT MYERS, FL 33912

LANNY D. LEVIN AGENCY, Ic.

(847) 863-2860

Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and 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

Driving Interest on Interest with the Next Generation

Driving Interest on Interest with the Next Generation

Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Give to Charity Without Reducing Your Legacy

Give to Charity Without Reducing Your Legacy

Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...

 

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

Infographic: Top Tip for Tipping

Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Is it Too Late to Plan for Retirement?

These financial strategies can get you on track even if it feels too late to plan for retirement.

Not Just Equal Pay, Equal Job Security

While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Cost of Procrastination

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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