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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

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Why should we consider life insurance?

Why should we consider life insurance?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

How to help manage student debt efficiently

Student debt can take a toll on your wallet and your well-being. Here are tips to pay if off faster.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

How to hit reset on your spending

Temporarily cutting back on spending can help assess where you’re overspending.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Saving for College 101

Here's a crash course on saving for college.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Leaving Your Lasting Legacy

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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