"Aaron was very helpful in educating me…"

Aaron was very helpful in educating me on my options and I appreciated him not trying to force something on me that I wasn’t ready for.

"Colin Nabity is fantastic person."

Colin Nabity is fantastic person. I highly suggest his service! Colin cares about us and our retirement goals. He expended hours with us, enlightening and helping us select our annuity. We feel convinced
we have reached the correct conclusion regarding our chosen annuity. I have never seen better service from anyone than Colin has given us. Thank you.

"I believed he cared most about my…"

I believed he cared most about my Safety, so I stuck with him. I was told about a carefully planned personal scheme that would work for me. I self very calm when i talked to Rhett because he was gentle and listened to what i had to say about my life and my hopes for the future. I think other people should talk to him, because he gives good advice.

"Leverage planning is the best!"

Very trustworthy and supported me with precisely what I needed. My agent made everything very clear and quick. Heaving work with several insurance agent over the years. I can confidently sate that leverage planning's Rhett is among the top in the US.They are worth using Again!

"They made it super easy for me"

I have never met with more experienced and polite insurance agents! Carly Smith and Eric Bork are fantastic people! They made it super easy for me. I was concerned about getting proper insurance. I will be contacting them again for my insurance needs!

"It was a great experience "

Leverage planning is an amazing firm to work with.customer service was always accessible and kind. For a first-time user, they responded to inquiries with a wealth of expertise and gave excellent context. Our agent, rhett,was a pleasure to deal with and made everything Very simple.

"Very good experience."

The Leverage people I spoke to were very helpful, answered all my questions, and I did not feel like any products were being pushed upon me. They also responded quickly to phone calls and emails. As a former financial advisor myself, I found them to be very good to work with and will probably use them again in the future.

"Positive Experience. "

Colin was extremely helpful, knowledgeable, and patient. He reviewed our other policies and helped us make comparisons. He promptly provided details and spreadsheets so we could analyze products, and he followed through on everything he said he would do.

"Colin was very professional and helpful…"

Colin was very professional and helpful throughout the whole process. He responded quickly to my questions and concerns.

"They are absolutely professional and…"

They are absolutely professional and extremely knowledgeable about annuities and how to best incorporate them into your retirement based portfolio.
Also, they were very helpful and objective with the annuity selection and application process.
I would highly recommend them to anyone who is considering the initial purchase or transfer of an existing annuity.