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“Be well, do good work, and keep in touch.”
~~Garrison Keillor
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It’s our pleasure to partner with you on these important planning matters.
P2iPlan Intelligent Planning
Headquarters in Dallas, Texas
Digital & Virtual throughout the United States
Paige’s presentations and interactions with our residents are exactly what we needed to help us navigate today’s complex and ever changing financial world, especially for seniors. She clearly lays out complex details, and takes the time to patiently help ease confusion and dispel misinformation, always with care and sensitivity. I am very pleased to recommend her as an educator, speaker, and all round advocate and knowledge expert in financial planning for seniors.
Paige has shown sincere concern and care for under-served communities in the creation of the Circle of Care. Her diligence in bringing together local professional experts also helped them understand how useful a grassroots program like this can be.
Paige is one of the most diligent agents I work with. She makes unrelenting effort to understand fully how the products and underwriting work and how they best serve her clients. Best of all, she is cheerful, easy and pleasant to work with— she always puts a smile on my face!
