Broker Check

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

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

Infographic: Personal Finances Are Like A Game of Golf

What do golf and personal finances have in common? A lot of things, but the key is confidence.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Commitment and Money Conversations

Talking about money isn’t as scary as it seems.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

View all articles arrow

Principles of Preserving Wealth

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

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

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?”

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

View all videos arrow