The iLeverage Commitment
iLeverage LLC (License #6002310) is committed to changing the face of the Financial Services Industry by providing innovative, life saving and life changing information. iLeverage is committed to providing all people with solid Financial Education.
iLeverage has a diversified product portfolio, through its affiliates, representing several of the world’s leading insurance carriers (NOT just one) to the consumer. iLeverage is a leading independent insurance agency, headquartered in Millbrae, California. We are established leaders in the life insurance, wealth accumulation, and wealth protection sectors. Our technical proficiency, access to proprietary insurance products, and sophisticated administrative services, are virtually unmatched in the industry.
When choosing an insurance agency, you want to have confidence that they are going to be there for you when you need them the most. We are aligned with the best insurance carriers in the industry. We know that being locked into one carrier’s rates will not give our clients the diversity of choice that they need and expect. Our commitment is, and always will be, to put the interests of our clients first. It is the right way, and it is our way.
Contact
For more information contact: info@ileverage.com
➤ LOCATIONs
Northern California
475 El Camino Real
Suite 200
Millbrae, CA 94030
650.900.6227
Southern California
25000 Avenue Stanford
Suite 232
Valencia, CA 91355
iLeverage Services
Retirement Planning
College Planning
Final Expense
Life Insurance
Annuities
Medicare
Dental Insurance
Vision Insurance
Trust Services
Investment Advisory (iLeverage Financial)
Solar
iLeverage
Return on investment
Return on Investment (ROI) is a performance measure used to evaluate the efficiency of an investment or compare the efficiency of a number of different investments.
social security
iLeverage sponsors many Social Security workshops that can answer the most commonly asked questions.
How do the new Social Security laws affect my retirement strategy?
When is the best time to collect my Social Security benefits?
What happens if my spouse is still working?
How do I avoid the 85% tax if I earn over $16,000 while retired?
What if I still want to work part-time?
What if I am divorced or widowed?
How can I maximize my Social Security benefits?
How can I reduce taxes on Social Security?
Tax Reduction
There can be many strategies that can help in the reduction of tax. Although iLeverage does not give tax or legal advice, we do have strategies that can help impact your taxable exposure.
life insurance
Everyone needs affordable life insurance. The question for most consumers is: Where can I find affordable life insurance? The answer is right here at iLeverage, an independent nationwide life insurance brokerage. As an independent broker we can help consumers shop and compare all the major carriers.
tax advantage
One of the most unique strategies in the financial services industry is maximizing tax advantage vehicles that are available for you. Set up an appointment today and ask about this amazing strategy.
annuities
An annuity is a financial product typically used by investors to save tax-deferred for retirement or to generate regular income payments, helping to replace a paycheck during retirement.
Annuities are insurance contracts whose payments are guaranteed by the company issuing the contract.
There are 2 major categories: variable annuities and income annuities.