We’re on a mission to simplify the journey to retirement.
Financial services and products, such as annuities, get bad raps because customers find the people selling them to be untrustworthy, lacking technical expertise & misaligned due to untransparent sales commissions.
PlanEasy is transforming this narrative by putting the customer, not the product, first. We at PlanEasy help customers plan more easily for their retirement by pointing them to the best products & services, regardless of whether we make money or not. It’s the right thing to do.
Insurance Carrier
equivalent to 0.30-0.80% a year 
PlanEasyThe primary retirement product that we sell are annuities. Each time we sell an annuity to you, our annuity insurance carriers pay a commission to us, as your insurance agent. This commission is not paid to us by our customers.
PlanEasyFree consultation
CustomerTraditional wealth advisors charge annual fees on your money of ~1% that can easily run into the tens of thousands of dollars per year for doing nothing more than sending you an annual report, while your returns may not be guaranteed like they are for annuities.
Michael is the visionary Co-Founder and Executive Chairman of PlanEasy, where he is also an annuity agent. Before founding PlanEasy, Michael co-founded and led the industry-leading, Nebraska-based annuity carrier American Life (parent company Midwest Holding) as one of the most innovative and fastest-growing life and annuity companies in the U.S. retail market. With a career spanning decades, Michael has consistently demonstrated his entrepreneurial spirit and dedication to technology and innovation in the financial industry with the never-ending goal of improving customer experience. His unwavering commitment to providing innovative solutions has propelled the companies he’s founded to the forefront of the industry. Michael earned a BS in Computer Science from Brown University and an MS in Electrical Engineering from Stanford University. Michael is married and has three daughters and a dog named Skipper.
Alex is the highly respected, dynamic Co-Founder and CEO of PlanEasy, where he is a licensed annuity agent. In addition to being a seasoned annuity expert, Alex is a licensed financial advisor (Series 65) and successful entrepreneur, known for his unparalleled financial acumen and exceptional focus on customer experience. Before founding PlanEasy, Alex was a key leader of innovative annuity insurer American Life (parent company Midwest Holding), which Michael co-founded. Alex has spent almost twenty years in financial services, as an investment banker, investor and now entrepreneur. His commitment to simplifying complex financial matters has made him a trusted advisor in the field. He leverages his extensive breadth of knowledge to help individuals secure their retirement goals with confidence. Alex earned a BA in Political Science from Yale University, where he played football, and an MBA from Chapman University. Alex is a FINRA Series 65 licensed Investment Adviser Representative (IAR). Alex is the proud dog dad of Ruger, his loyal blue heeler.