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!
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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
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