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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

Financial wellness for everyone: Term life insurance

Financial wellness for everyone: Term life insurance

Learn how simple, affordable life insurance can help boost your financial confidence with these basics.

How does an annuity work?

How does an annuity work?

Five things to consider before adding an annuity to your retirement income plan.

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

 

Common paycheck deductions and withholdings

Here’s a brief guide to the common deductions and withholdings you see each payday

Tips to convert term life insurance to whole life insurance

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

The connection between gratitude and money

Gratitude may play a part in the relationship between mental and financial wellness

Do you speak finance? The acronyms you should know

The more financial terms you understand, the easier it can be to make smart financial decisions.

Financial wellness for everyone: Income protection

Help protect your income with disability insurance if illness or injury keeps you from working.

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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.

The Fed and How It Got That Way

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

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

The Long Run: Women and Retirement

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

Saving for College 101

Here's a crash course on saving for college.

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