Planning The Future, Inc.
A marketing agency built to help consumers make informed retirement decisions.
We operate Annuity Nest Egg to educate people approaching retirement and connect them with licensed insurance professionals. Based in Los Angeles, CA.
Book a free retirement review"Retirement planning is one of the most important financial decisions a family will make. We believe the only way to make that decision well is to understand it first."
Planning The Future, Inc. — Los Angeles, CA
Who we are
A marketing agency that puts consumer education first.
Planning The Future, Inc. is a marketing agency for insurance agents, based in Los Angeles, California. We built Annuity Nest Egg to give consumers a place to learn about retirement income, annuities, and rollover strategies before they ever speak with an agent.
When a consumer is ready, we connect them with licensed insurance professionals who can review their specific situation. The agents we work with are independent, meaning they are not captive to a single carrier and can compare options across the market.
Our purpose
To educate consumers about retirement planning so clients can make informed decisions.
How we work
Four principles behind everything we build.
Education before referrals
We build content that genuinely helps people understand retirement income before they ever talk to an agent. An informed consumer makes better decisions.
Transparency about trade-offs
Our content covers the full picture, including surrender periods, fees, riders, and tax implications. Consumers deserve to know the whole story.
Agents who work for you
The licensed professionals we connect you with are independent agents. They are not captive to a single carrier, which means they can shop the market on your behalf.
No pressure, no obligation
The agents we connect consumers with do not charge a seat-down fee. There is no obligation to buy. The goal is a clear, honest conversation.
What we cover
Education on the topics most people never get explained clearly.
- Understand retirement income strategies
- Explore annuity structures and how each type works
- Review rollover considerations for 401(k) and IRA accounts
- Evaluate trade-offs including liquidity, fees, and surrender periods
- Ask better questions before making major financial decisions
Ready to speak with a licensed professional?
No seat-down fee. No obligation. We connect you with an independent agent at no cost to you.
Important Disclosure
Annuity Nest Egg is operated by Planning The Future, Inc., a marketing and educational company that helps connect consumers with licensed insurance professionals for educational and insurance-related discussions.
Planning The Future, Inc. does not provide legal, tax, investment, or fiduciary advice. Insurance products and annuity solutions are offered through properly licensed insurance professionals where permitted by state law. Product availability, terms, fees, surrender charges, and guarantees vary by carrier and state.
Any guarantees referenced are backed solely by the claims-paying ability of the issuing insurance company. Information provided on this website is intended for educational purposes only and should not be interpreted as financial, legal, tax, or investment advice.