Retirement Made Easy
Simple retirement-related content, tools & a marketplace for annuities
Wills
Retirement
Annuities
Taxes
Healthcare
Why do people trust PlanEasy?
Security
Your information is shared only once by filling out our fun, easy quizzes that take only 5 minutes or less to complete
Expertise
We are financial professionals with years of experience helping individuals as well as large corporations with their finances and use of various insurance and retirement-related products, such as annuities
Convenience
You only need to enter your information once in a quiz related to a specific product or service. Whenever you are interested in a different product or service, a new quiz will already be prepopulated with your profile's details
What does PlanEasy do?
PlanEasy is an independent insurance organization committed to providing you with the information you need to help make your own retirement planning more enjoyable and less stressful - we built the PlanEasy online platform, which includes our annuity marketplace, as well as education, tools and quizzes, to help you ask the right questions, so that you can find out what your retirement goals are, and if needed, connect you with an insurance professional with experience in your retirement and protection needs
How our annuity marketplace works
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You’ll be taken to our annuity marketplace where you can see the latest fixed annuity products along with the current interest rate for each
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After selecting a fixed annuity that you like, you can click on “Apply Now” to begin applying for that particular annuity. You’ll then be led through our simple, elegantly designed application experience