Wills
Retirement
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Do you have a will? Get one for free. More than half of all Americans don't have a will, per Gallup’s latest poll. Don't let the government have a say in who's going to raise your kids and get your stuff.
Inflation reached a 40-year high in June 2022, per the Bureau of Labor Statistics. Will you still be able to retire when & where you want to?
Annuities are retirement income product that offer competitive growth potential. Learn more about how they might fit into your retirement income plan. More than $100 billion of fixed annuities were sold each year for the past 5 years, per LIMRA.
Should you retire in another state with lower income taxes? Which states have the lowest income taxes?
Many Americans don’t know what questions to ask about an in-home caregiver before hiring one.
Your information is shared only once by filling out our fun, easy quizzes that take only 5 minutes or less to complete
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
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
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
A will names a guardian for your kids and designates your heirs
Get Your Free WillFind out if you can affordably retire in your desired city/state
Retirement CalculatorHow our annuity marketplace works
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
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