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 sa... See more
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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 question... See more
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 annuni... See more
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 guara... See more
Company details
Written by the company
Leverage Planning serves as a comprehensive online destination tailored to meet your annuity needs. Our mission is to assist individuals in planning for their retirement by offering personalized recommendations and a curated selection of high-value fixed annuity products. Our product offerings encompass a wide range of annuity types, including: Traditional Fixed Annuities Multi-Year Guarantee (CD-Type) Annuities Immediate (Income) Annuities Deferred Income (Longevity) Annuities Fixed Indexed Annuities Hybrid Annuities Your retirement planning journey deserves a partner you can trust, and we are here to provide you with the expertise and support you need
Contact info
11205 Wright Cir, Suite 310, 68144, Omaha, United States
- 855-233-3185
- hello@leverageplanning.com
- leverageplanning.com
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.
1 February 2024
Unprompted review
Agent was professional
Agent was professional, honest with a comprehensive approach.
9 February 2024
Unprompted review
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