"Your agent Rhett Stubbendeck"

Your agent, Rhett Stubbeldeck, overcame difficulties imposed by the previous annuity holder and successfully completed the transfer to the new annuity he had recommended. But it's only a 4-star review because it took way too long and I had to remind him on 2 occasions to keep pushing.

"Couldn’t be happier to have found Rhett…"

Couldn’t be happier to have found Rhett Stubbendeck at Leverage Planning to help us become familiar with Annuity Investing (of which he is a seasoned investment advisor and is proficient at insurance and annuities!). He guided us in securing an investment that suited our needs for retirement planning. His expertise, professionalism, quick to respond and never tire of our endless questions was appreciated. Thank you for your time and patience in helping us come to a good conclusion for wealth security that we felt comfortable with.

"Rhett is a fantastic human being"

Rhett is a fantastic human being! He provided us with the perfect amount of information to make decisions that aligned with our investment values. We are looking forward to meeting with him annually for our reevaluation!

"First time buyer!"

This was my first experience with Annuities. Interestingly, the Insurance Company I picked in my research is the one Leverage recommended to me. Though the outcome was good, I needed more communication to understand the steps of this new process. I would definitely use Leverage again for my retirement needs.

"Thanks for the service."

Thanks for the service. I wanted a conservative investment. I got some good information about annuities and that helped my decision.

"Working with Colin was easy"

Working with Colin was easy. His perpetration and presentations were thorough and concise. He followed up with emails, texts, and phone calls at appropriate and convenient times. Appointments over the computer were easy. I feel I did my diligence and it paid off with a few good options for my needs.

"Colin clearly answered all question"

Colin clearly answered all question. Colin called back with answers finished business

"Rhett helped find my mom a fixed income…"

Rhett helped find my mom a fixed income annuity product that was competitive. Good communication and overall please with the service.

"Honest, trustworthy and easy to work with"

Rhett helped me rollover my 401K from a prior employer to an annuity. He was transparent, ethical and showed me the options to fit my risk tolerance. I feel like some brokers liked showing me the best case scenarios just to get my business - Rhett helped provide realistic expectations and was genuine and honest. I have used Rhett for my DI policy, P&C insurance and now annuity investments. He's a trusted advisor who I will continue to do business with in the future.

"Agent was professional"

Agent was professional, honest with a comprehensive approach.