"Exceptional Service from Rhett and Leverage"

Working with Leverage and Rhett to set up my annuities was an excellent experience. He really listened to what I needed and went the extra mile to find the best rates that matched my specific financial goals. Rhett was patient, clear, and transparent throughout, making sure I understood every step. His attention to detail and commitment to finding personalized solutions made the entire process smooth and reassuring. I'm very pleased with the results and genuinely appreciate his efforts. If you're looking for someone trustworthy and dedicated to guiding you through your financial decisions, I highly recommend Leverage and Rhett.

"They did great every step of the way and I appreciate them,,,"

They did great every step of the way and I apprecia

"I called Breann at first as an…"

I called Breann at first as an informational call. I had been thinking about an annuity for a balanced retirement portfolio and I wanted more information on a fixed predictable (no stocks!) income for my investment and to balance out my other investments. I spoke with her at length and she provided me with excellent information on the safety of the particular annuity I chose, she answered every question with knowledge and gave me the pros and cons of each one. I initially thought this was a research call but I ended up buying the one she recommended as it filled all the boxes I was looking for. She also gave me a sense of security with this annuity as she explained that policyholders are typically protected by state guaranty associations. All in all I found her to be very reliable and knowledgeable and easy to do business with. I am a person who typically asks a lot
of questions, and Breann came through with flying colors!

"Very Happy Customer"

I did extensive research before buying my annuity. And the most knowledgeable person I dealt with was Rhett Stubbendeck from Leverage Planning. He was very accurate and always returned with answers to my questions very quickly. Returned emails and phone calls promptly. My annuity payments have started and are exactly what Rhett told me they would be. I would have no qualms dealing with him again in the future and will refer anyone who asks about annuities to him!

"Professional efficient and very thorough"

The agent listen to what I was looking for and explained the process and got everything set up for me.

"Breann was a true professional"

Breann was a true professional, she listened to my needs, walked me through a variety of options and helped me to come up with a plan that worked well for me. I am a very busy guy and had a very clear set of objectives for the money. Breann was patient with me and made a solid effort to work within my schedule, she answered all of my questions and added an extra level of communication to make sure I was fully up to speed on exactly what was going on.

"Top notch retirement advisor"

Top notch retirement advisor. I was nervous, initially, about planning for retirement, but Breann really helped me figure out what I was comfortable with and got me partnered with a reputable company with the best interest rates and terms available. Working with Breann is awesome. She’ll have all my future business.

"Aaron was great to work with"

Aaron was great to work with. Knowledgeable, fast communication.

"What to do with your 401K at retirement?"

Recently retired I have been faced with some decisions on my 401K. I fortunately had the opportunity to discuss options with Carly from Leverage. She provided some amazing options and explained them better than anyone had before. It was a great educational opportunity! I would recommed to anyone!

"Purchase of a fixed annuity"

This was our first time exploring and purchasing an annuity. Our agent, Breann Urban, was there every step of the way from answering our questions, investigating our goals, searching for a suitable product with good rates, and walking us through the application process. She was responsive, professional, patient, informative, and as a side benefit friendly.