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.

Last updated December 12, 2023

The Pros and Cons of Annuities

By Eric Bork

Annuities offer a number of benefits that make them an attractive investment option for many individuals. One of the primary advantages of annuities is their ability to provide a guaranteed stream of income for life. This can be especially beneficial for retirees or individuals who are nearing retirement and are looking for a reliable source of income to supplement their Social Security benefits or pensions.

Read the article
Last updated November 30, 2023

What is Hybrid Long-Term Care Insurance?

By Eric Bork

Aging is a part of life that comes with the potential for debilitating illnesses and the need for long-term care. However, the prospect of the financial burden that may accompany such care can be daunting. That's where hybrid long-term care insurance comes in.

Read the article
Last updated November 28, 2023

Is Long Term Care Insurance Worth it?

By Eric Bork

Long-term care insurance offsets the expenses associated with long-term care as you age. This type of insurance covers costs that aren’t covered by Medicare – like assisted living facilities, nursing homes, care-related modifications to your home, caretakers, medical equipment, and adult care.

Read the article

Securing Your Future, Simplified.

Get a Quote Now