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!
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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
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
