We’re on a mission to simplify the journey to retirement.

PlanEasy Customer Ethos

TrustOur philosophy is to give guidance and recommendations to customers, as if they’re our family and loved ones. If a product isn’t one we’d recommend to them, we won’t recommend it to you.

ExpertiseAs former founder-operators of an annuity carrier, we know all the bells and whistles of annuities as we designed them. We will find the best annuities for you.

TransparencyThough we are leading experts in financial products & services, we are never afraid to say I don’t know. You’ll always know exactly how we make money and whether that impacts you or not.

Almost $1 billionAnnuities sold by principals

4 decadesCombined experience in the financial services industry

2022Founded

Status quo

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.

Change is here

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.

How we make money

Annuities

Insurance Carrier

1-9% Commission

equivalent to 0.30-0.80% a year

PlanEasy

You pay nothing

The 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.

Expert Guidance

PlanEasy

Best annuities

Free consultation

Customer

You save thousands

Traditional 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.

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PlanEasy makes it easy for people to execute on a retirement strategy, regardless of where they are in lifePlanEasy has organized its content, tools and products, into key retirement verticals, making it easy for consumers to know exactly what topics they need to be thinking about to develop a simple, yet comprehensive retirement strategy that covers all their bases.

Our Leadership Team

Michael Salem | FounderExecutive Chairman, Annuity Agent

Michael is the visionary 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.

We’re on a mission to simplify the journey to retirement.

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