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14021 METROPOLIS AVE.
FORT MYERS, FL 33912

LANNY D. LEVIN AGENCY, Ic.

(847) 863-2860

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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

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

5 money moves to make before year’s end

5 money moves to make before year’s end

By carving out a little time now, you can enter the new year more confident about your financial path forward

What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

 

Finding calm during volatile markets

During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance

Is financial stress undermining your well-being?

If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness

Smart wedding registry ideas for couples

The registry can provide new experiences–and savings. Here is how.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

Retirement Seen Through Your Eyes

What's your vision of retirement?

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A Fruitful Retirement: Social Security Benefit

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Long Run: Women and Retirement

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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Cost of Procrastination

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

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