Elevate Your Advisory with Leverage
Expertise in complex insurance planning, tailored for financial advisors. Partner with the best, offer your clients the best.
Why Partner with Leverage?
Backed by Major Carriers
Give your clients peace of mind knowing they're supported by industry leaders.
Streamlined Processes
Focus on your core advisory, while we handle the intricate insurance details.
Comprehensive Training
Equip yourself with insights and tools through our dedicated advisor training programs.
Extended Expertise
Access decades of specialized knowledge in complex insurance planning.
Enhanced Client Offering
Differentiate your services by offering top-tier insurance planning.
Meet Rhett from Leverage
How Our Advisor Partnership Works
A Seamless Extension to Your Services
Introduce Leverage
Connect your clients with our platform for specialized insurance needs.
Collaborative Planning
Join virtual meetings with our experts to craft the best strategies for your clients.
Smooth Application Process
From documentation to approval, we ensure a hassle-free experience for both advisors and clients.
Neutral & Comprehensive
We're in your corner. Leverage operates with complete neutrality, collaborating with all major insurance carriers. This ensures your clients receive unbiased advice and the best coverage options tailored to their needs.
Meet Our Insurance PartnersAdvisor Resources & Guides
Stay ahead of the curve. Our in-depth resources help financial advisors navigate the ever-evolving insurance landscape
Disability Insurance Insights
Understand the nuances and guide your clients effectively.
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Annuities Explained
Dive into the mechanics and benefits of annuities for diverse portfolios.
Read the articleFrequently Asked Questions
Partnering with Leverage gives you access to specialized knowledge in complex insurance planning, allowing you to offer a comprehensive suite of services to your clients.
Absolutely! Our agents are happy to meet with you and your client to present their options. If you prefer, you can work directly with our agents for quotes so you can advise your client privately.
Nope! Leverage is compensated by the insurance company after the policy is purchased. We do not charge you or your clients anything.
Our agents have a level compensation model across all carriers. By working with a wide range of insurance companies, we are able to find the best options for your clients.
Meet Aaron from Leverage
