Leverage Planning Reviews 47

We had a great experience with Breann. She was helpful, knowledgeable, and patient and followed through when we needed assistance or updates. We received quick and thorough answers to our questions. The online application process was clear and presented few problems.

Leverage Planning is an exceptional company with a knowledgeable, trustworthy, and helpful team.

I worked with Breann Urban, who spent the time to thoroughly explain my options and the pros and cons of different annuities. She was personable but not the least salesperson-like. Unlike other financial institutions I have worked with recently, she was prompt, professional and knowledgeable. My experience with Leverage was excellent.

I recently worked with Leverage in the purchase of an annuity. It was a very painless process, and the investment vehicle that I selected was explained in detail. Am happy with the choice of an annunity, and now I don’t panic with the crazy market moves that happen every time the orange wannabe king opens his mouth.

I am happy to provide feedback regarding Breann Urban. I'm not exactly sure how we came in contact. I think I may have just responded to some kind of search regarding fixed rate annuities. That said, I am either fortunate or lucky as Breann has provided great customer service, timely response to queries, access to quality products that meet my needs. If I am able to purchase additional annuities in the future, she will be my first point of contact. I've also mentioned Leverage to a few acquaintances as well.

Rhett at Leverage has handled several investments into fixed annuities with various insurance companies. He is knowledgable of the pertinent information and has handled the process smoothly each time.

I participated via Zoom on Annuities with Leverage Planning on 1/22/2016. The presentation was very well planned & presented. It reinforced what I had learned previously and reassured me of my decision to choose Rhett Stubbendeck with Leverage Planning for my FIA with LIR for my retirement income which I finalized last Oct. 2025. Great job!

Outstanding in every way! Terrific customer service. Breann found the best policy, answered all my questions, and guided me through every step of the application process. I had called several other companies before contacting Leverage. Leverage is head and shoulders above the rest. Leverage has my highest recommendation!

The advisor at Leverage Planning was professional and looked at best options for our GYA needs. The securing of annuity contracts was done in a reasonable time. There is opportunity for Leverage Planning to go more digital in completing administrative and asset transfer paperwork which required some back and forth communication. Overall a good experience and would consider Leverage for future GYA needs.

I worked with Carly Smith who was very helpful with explaining the different options on growing my retirement. She is quite knowledgeable, informative and a pleasure to work with

Worked with Carly Smith in transferring funds from an existing annuity company and setting up four new annuities spread across four other companies. Carly did a fantastic job coordinating the movement of a considerable amount of money and ensuring it was done properly and complied with current tax rules. She also facilitated the smooth set up of the new annuities at four separate companies. A lot of moving parts and Carly did an outstanding job, thank you so much!

The whole process of purchasing my MYGA's was smooth, efficient, and transparent. From the initial contact to a few after purchase questions. I worked with Breann Urban who's very knowledgeable and pleasant.

It is always so helpful speaking with Leverage as you decide which annuity to invest in and why. I truly wouldn't go to anyone else. Once the company is chosen, Leverage will work with them to guarantee as smooth a transaction as possible between customer and company. The one issue of concern for me is the length of time between application completion and notification of transaction completion where there is no further communication of any kind. I realize that that period of time is out of the control of Leverage and that they have no control over the company processing the transaction. However, some reassurance during what was a month's wait would have gone a long way towards earning that fifth star!

Rhett is a good communicator so I knew what to expect from the investments I made. He was able to find annuities for me from reputable companies with good rates. The investment process was smooth and worry-free.

Carly was very helpful in recommending products, helping me navigate the process of establishing contracts, and helping work through a couple mistakes I made. Thanks!

Carly was outstanding. Knowledgeable, responsive, and professional. She prepared different variations of annuities for me to consider.

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 apprecia