Leverage Planning

6464 Center Street, Suite 160, 68106, Omaha, United States
image
5.00
Based on 4 Reviews

5

100.00%

4

0.00%

3

0.00%

2

0.00%

1

0.00%
About Leverage Planning

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

Tags
Contact Info

You need to Login first to submit your review.

image
bryan hung
US

Rhett helped find my mom a fixed incomeā€¦ Rhett helped find my mom a fixed income annuity product that was competitive. Good communication and overall please with the service.

image
Krystal Stubbendeck
US

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.

image
D. Brown
US

Agent was professional Agent was professional, honest with a comprehensive approach.

image
Hobbes Decat
US

Great Experience Great Experience! Rhett is so knowledgeable and patient. He took time to answer all of my questions and find what I was looking for. Very transparent and prompt!

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow