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14021 METROPOLIS AVE.
FORT MYERS, FL 33912

LANNY D. LEVIN AGENCY, Ic.

(847) 863-2860

Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends

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

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Savings and Cash Flow

Savings and Cash Flow

Savings is a critical tool to ensure positive cash flow in your personal finances.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Weighing the Benefits of Prepaid Debit Cards

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

Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Financial Hacks for Millennials: Don’t Get Burnt With FIRE

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Principles of Preserving Wealth

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

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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