leverageplanning.com

4.9
4.9 Based on 35 reviews

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 ...

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Charl
It could have been 5 stars!

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!

4
Date of experience: Jun 04, 2025

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Business Details

  • 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 needSee more

  • email hello@leverageplanning.com
  • call 8552333185
  • language http://leverageplanning.com

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