We Are A Life Insurance Agency Specializing In Retirement Planning

We have helped hundreds of pre-retirees plan for a safe, secure retirement utilizing fixed-type annuities to plan retirement income.

Please click the button below to contact us if you would like to schedule a free consultation call with our expert.

OUR SIMPLIFIED PROCESS

1

Free Consultation

Schedule a 30-Minute Call with us so we can walk you through our Planning Checklist.

2

Create Customized Plan

Our experts will design a custom plan with you to meet your needs and goals.

3

Expert Recommendation

Then we will explore various fixed annuity insurance contracts to find the best suitable policy for your retirement needs.

Do You Have A Fixed-Type Annuity Insurance Policy for Retirement?

Planning retirement income is one of the most important and fundamental step before you lose your current working income. To make a smooth and stress-free transition, please contact us to schedule a free consultation appointment to discuss your retirement plans.

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Improve your ratings, build your reputation, and get found online by sending review requests via text to recent customers, responding to and interacting with reviewers, and managing it all from a single inbox.

PLANS & PRICING

Communicate Efficiently With Customers and Leads

Reach your customers wherever they are with text messaging. Request reviews, connect with website visitors, collect payments, respond to Facebook & Google Messages, and market to customers and leads all from your app.

Let Customers Pay For Your Services Instantly via SMS!

Collecting payments isn’t anyone’s favorite job. Make paying as quick and convenient as possible for your customers with a secure payment link delivered right to their phone.

Grow Your Audience

Grow your audience & know where new leads are coming from with Paleo Wealth Group (ALEXANDAR PALEO)'s easy-to-use CRM. Easily import existing leads to make client communication a cinch!

Get Paid Faster Than Ever

Collecting payments isn’t anyone’s favorite job. Make paying as quick and convenient as possible for your customers with a secure payment link delivered right to their phone.

Grow Your Audience

Grow your audience & know where new leads are coming from with Paleo Wealth Group (ALEXANDAR PALEO)'s easy-to-use CRM. Easily import existing leads to make client communication a cinch!

Alexandar Paleo

Retirement Planning Advisor

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