Leverage Planning レビュー 47

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!

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!

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, 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. 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. Knowledgeable, fast communication.

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!

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.

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!

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.

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.

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 throughout the whole process. He responded quickly to my questions and concerns.

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.

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 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! 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!

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 called back with answers finished business

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