Being able to ask and learn more about IULs and what I could do to set it up.

Great communication and customer service. Strong professionalism and level of confidence.

Brady answered all my questions and the gave me what I wanted.

Always happy to meet and discuss questions and concerns, flexibility with meeting times, and consistent check ins and reminders. :)

The best part involved taking the time to thoroughly explain the products and answer any questions I and my husband had.

I appreciate that the team always makes themselves available to answer questions and that they’re always seeking to educate their clients to make smart financial decisions.

easy to get a hold of and answer questions

Brady was very responsive and took time to discuss all of my options.

Super knowledgeable on what to do and not to do/why

Excellent dissection of policy in the form of video.

Informative videos, great service from Brady!

Guidance, communication and transparency.

They really make a customized policy working for our needs and expectation.

Having an experienced and accommodating team made our experience pleasant and easy, I would highly recommend the Leveraged Wealth Management Team for your financial needs.

Best part of working with LWM: "The practical way of explaining what I was trying to procure through them."

Great service and love the personalized videos

Everybody was friendly and answered all my questions.

Brady listened to my needs and provided several options for me to consider.

The best part was the personal attention and thorough explanation of products

It was great to have direct access to Matthew to answer any questions.

I loved how Matt helped me put together an IUL that made sense and helps me save for retirement. My other IUL was a disaster and setup incorrectly.

Personally working with Matt and breaking down my current policy was the best part of working with LWM. I have referred complete strangers to Leveraged Wealth Management!

Matt and Aaron are awesome!

Matt listened to my needs and presented a plan to meet them.

Very Knowledgeable about products and professional.

I seriously am 100% satisfied with the service from LWM, and that's pretty rare these days to come away from dealing with a company and not have any complaints. Especially for something so complicated as Insurance and Benefit planning. Even after signature, they have been available to answer follow on questions or walk me through hypothetical scenarios that I wondered about. Just stellar customer service.

Matt saved me from a policy that would've been 3x the commission to the agent!