Frequently Asked Questions

What sets Leverage apart from other annuity providers?
Our combination of bold strategies, wisdom accrued over years, and a transparent, client-first approach ensures you have a plan you can trust.
How do you ensure unbiased advice?
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.
Are there any costs involved for advisors?
Nope! Leverage is compensated by the insurance company after the policy is purchased. We do not charge you or your clients anything.
Can I be involved in the insurance planning process?
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.
How does Leverage enhance my advisory services?
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.
How do you ensure the best price for my insurance needs?
By working with all major carriers and quoting multiple options at each, we are able to present you with all your options and eliminate the hours of online research you would have to do yourself.
Are there any hidden fees in your services?
Nope! We are compensated by the insurance company after you purchase your policy. We do not charge anything for our expert advice.
How do virtual meetings with your experts work?
You’ll join one of our experts for a brief video call, where they’ll walk you through your options and rates. This is the perfect time to ask clarifying questions to make your decision easy.
What sets Leverage apart from other insurance providers?
Our combination of bold strategies, wisdom accrued over years, and a transparent, client-first approach ensures you get not just an insurance policy, but a trusted partner.

How Fixed Annuities Can Ease Long-Term Care Costs in Retirement
A deferred annuity is a contract you have with an annuity company. You pay them money, either all at once (a lump sum) or over several payments, and in return, the annuity company promises to give you back this money later in payments, plus interest. The date that you start receiving this money is called the annuity date. This is when your annuity begins to pay you, and there are different types of deferred annuities to consider.
Read the article
Fixed Annuities: Debunking Common Misconceptions
A deferred annuity is a contract you have with an annuity company. You pay them money, either all at once (a lump sum) or over several payments, and in return, the annuity company promises to give you back this money later in payments, plus interest. The date that you start receiving this money is called the annuity date. This is when your annuity begins to pay you, and there are different types of deferred annuities to consider.
Read the article
Deferred Annuities: Types & Benefits
A deferred annuity is a contract you have with an annuity company. You pay them money, either all at once (a lump sum) or over several payments, and in return, the annuity company promises to give you back this money later in payments, plus interest. The date that you start receiving this money is called the annuity date. This is when your annuity begins to pay you, and there are different types of deferred annuities to consider.
Read the article