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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

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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 millennials can take control of their finances

How millennials can take control of their finances

Learn how the decisions you make today can help you reach your financial goals

 

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Gen Xers: 5 ways to prepare for retirement today

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Can Group, Private Disability Policies Work Together?

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

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A Fruitful Retirement: Social Security Benefit

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

How to Bake a Pie-R-A

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

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Retiring the 4% Rule

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

The Cost of Procrastination

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

The Business Cycle

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

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