fbpx

Act

Help us build ALEX.fyi to serve you.

In order to truly help people, it’s important to understand where they’re coming from.

As we build ALEX.fyi from the ground up, we want to place you and your unique situation at the center of everything we do. This is to ensure that the information and education we provide is firmly based in real life and relevant to the questions you can’t seem to get answers to from traditional insurance brokers.

Want to help? Let’s have a conversation.

We are currently inviting individuals preparing for or entering retirement to participate in an exploratory interview so we can get to the heart of the questions you need to answer the most.


Schedule a call with us

Here’s what we’ll discuss:

Your current situation

Have you already purchased annuities?

Your retirement goals:

What problems are you trying to solve?

Your experience so far:

Are your goals being met by your selection?

Your questions

Were there any barriers when making this choice?

Your education:

What lessons have you learned for next time?