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Business Profile

Retirement Planning Services

Leverage Planning
BBB Accredited BusinessA+Rated by BBB
Visit Website(402) 915-2045Email BusinessWrite a Review

About

Overview

Leverage Planning

11205 Wright Circle

Suite 310

Omaha, NE 68144

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Find a Location

Leverage Planning has 2 locations, listed below.

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    BBB Accreditation & Rating

    Leverage Planning is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

     Leverage is a licensed independent insurance broker specializing in life insurance, long-term care insurance and annuities including fixed, indexed and immediate annuity products.

    BBB Accredited Since: 2/13/2024

    Years in Business: 10

    Products and Services

    Leverage is a marketplace for annuity and long-term care insurance companies as well as healthcare loan servicing. They are a team of insurance and financial advisors that specialize in complex insurance products, asset protection, and planning to secure your retirement.

    Business Details

    Local BBB:
    BBB of Midwest Plains
    BBB File Opened:
    7/14/2017
    Business Started:
    10/1/2015
    Business Incorporated:
    8/4/2020
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Leverage Planning, LLC
    Business Management:
    Eric Bork, Marketing Director
    Colin Nabity, Founder
    Charles Stubbendeck, CEO

    Additional Contact Information

    Principal Contacts
    Eric Bork, Marketing Director
    Colin Nabity, Founder
    Charles Stubbendeck, CEO
    Customer Contacts
    Eric Bork, Marketing Director
    Charles Stubbendeck, CEO
    Additional Phone Numbers
    Other Phone: (855) 233-3185
    Additional Email Addresses
    Primary: Email this Business
    Additional Websites
    leveragerx.com
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Business Categories
    Retirement Planning Services, Investment Management

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.