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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

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Protecting Your Business from the Loss of a Key Person

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.

 

Strategies for smarter gift-giving

Stressed about the cost of gift-giving? You’re not alone. Here are some tips on how to be a savvier gift-giver.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The ABC’s of Auto Insurance

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

5 ways caregivers can prioritize their well-being

If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost

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Once Upon a Goal

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

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.

Working With A Financial Professional

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

Dog Bites and Homeowners Insurance

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

Making Your Tax Bracket Work

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

The Fed and How It Got That Way

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

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