About
Leverage
Leverage is a team of expert insurance advisors that specialize in complex insurance products, asset protection, and planning to secure your retirement.
Our Team
We're a nationwide licensed team of annuity and long term care insurance specialists dedicated to helping you navigate retirement income.
Rhett Stubbendeck, CPCU
Chief Executive Officer & Annuity SpecialistRhett brings over 15 years of experience in the insurance and financial services industry, with a deep focus on annuities, disability, and life insurance solutions. He’s passionate about helping clients achieve financial security, and his dedication to his family extends to his work. Outside the office, Rhett enjoys spending time with his wife Krystal, and their two children, Estella and Charles. When he’s not cheering them on at their activities, Rhett enjoys traveling, golfing, and spending time outdoors, including fishing trips to Canada with his grandfather.
Justin Gibson
Annuities SpecialistJustin is a highly skilled insurance and annuities expert, renowned for his extensive knowledge and commitment to client satisfaction. He began his career at Pacific Life, where he educated financial advisors across the country about annuity and mutual fund solutions for retirees and pre-retirees. Justin received his degree is in banking, finance and investment science from the University of Nebraska at Omaha. Justin enjoys golfing in his free time, and spending time with his wife, Abbey, and his dog, Biscuit.
Aaron Brooker
Long Term Care Insurance SpecialistAaron’s friendly focus on education and his ability to communicate risk management strategy help his clients have clarity in solving complex problems . Aaron holds advanced certifications in disability and long term care insurance. His dedication towards continual improvements ensure that clients receive the best experience and leave feeling confident in their options.
Carly Smith, ALMI
Retirement Income AdvisorCarly brings over a decade of expertise in insurance and financial planning, specializing in annuities and retirement strategies. She is dedicated to guiding her clients toward their retirement goals, ensuring they understand their options and make informed decisions. Carly holds a Series 7 and Series 63 License, as well as Life, Health, and Annuities Licenses, along with the prestigious ALMI® Designation. Outside of work, she enjoys relaxing with family and friends, diving into a good book, or indulging in true-crime documentaries.
Eric Bork
Director of MarketingEric is the Marketing Director at Leverage Planning, specializing in customer education and strategic partnerships. Eric uses his experience to ensure that clients have the information they need to make life’s important financial decisions and that they are working with companies they can trust. His focus on client education and transparency comes from over a decade of experience in higher education as an administrator and professor. When he’s not in the office, you can find Eric exploring new trails in nature, building furniture, or playing complex board games with his wife and three kids.
Colin Nabity
Member of the Board of DirectorsColin is a member of the board of directors for Leverage Planning. A seasoned insurance entrepreneur, Colin brings over 10 years of experience building and scaling insurance teams. Outside of work, Colin serves on the Board of Directors for Methodist Hospital Foundation and is a member of the Nebraska chapter of YPO. Colin resides in Omaha with his spouse and four children. He enjoys gravel biking and mountain biking, and is a two-time Ironman finisher.
Cody Leach
Member of the Board of DirectorsCody is a member of the board of directors for Leverage Planning. A highly analytical and data-driven software developer, Cody has over 14 years of architecture and software development experience. Cody earned his degree in Computer Science from the University of Nebraska- Lincoln. A professional software engineer since 2010, Cody is a lifelong learner who enjoys photography, exercise, and baking.
What
We Do
We use technology to simplify how our clients navigate life's biggest financial decisions. Whether you need to plan for retirement or long term care costs, we've got you covered. Easily check your eligibility and compare offers from the best companies for long-term care and annuities.
Our platform is free to use, available nationwide, and backed by product experts. Our team is based in Omaha, Nebraska and always here to help.
Annuities
Provides a fixed stream of payments to an individual and is primarily used as an income stream for retirees.
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Long-Term Care Insurance
Pays you monthly benefits if you are unable to perform multiple activities of daily living (ADL): bathing, eating, dressing, walking, and using the bathroom
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We think you will too.
Great Experience!
I had a wonderful experience working with Rhett. He was patient, informative, quick to answer my questions and made sure everything was prepared carefully. I would highly recommend his service.
Janna
Very helpful and prompt
He helped me fill out the forms needed and walked me through the application process. Trustworthy and efficient. I’d recommend him to any friends or family.
Sam W.