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14021 METROPOLIS AVE.
FORT MYERS, FL 33912

LANNY D. LEVIN AGENCY, Ic.

(847) 863-2860

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

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

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Redefining Retirement Planning

Redefining Retirement Planning

Millennials are redefining retirement planning.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

 

Near 60? Get a Financial Check-Up

Even the savviest and most experienced among us need financial planning check-ins.

How Growing a Business is Like Raising a Child

Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.

Planning for All Families

These planning tips can help.

Not Your Parents’ Finances

From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...

Redefining Retirement Planning

Millennials are redefining retirement planning.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Can I Refinance My Mortgage?

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

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

My Retirement Savings

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

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.

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Principles of Preserving Wealth

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When Do You Need a Will?

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

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Surprises

Making the most of surprises is a great reason to work with us.

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