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14021 METROPOLIS AVE.
FORT MYERS, FL 33912

LANNY D. LEVIN AGENCY, Ic.

(847) 863-2860

Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and Retirement Don’t Myth Out on Whole Life

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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Retirement Road Trip

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

Planning for All Families

These planning tips can help.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Financial Hacks for Millennials: Are Credit Cards A Necessar

Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....

5 Tips for Self-Care in Tough Times

With the current landscape creating changes—and challenges—for everything from our day-to-day routines like the way we shop for necessities to employment risks and realities, the need for self-care has never been more important.

Starting Out: Reconciling Debt and Opportunity for Young Adu

“Wherever you go, there you are” is a classic reminder to live consciously and fully in each moment. In terms of financial confidence and well-being for young adults, that advice makes excellent sense as well.

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Principles of Preserving Wealth

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

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Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

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