"A lack of educational materials and access to structured products and annuities have hindered the widespread adoption of these strategies in the United States."
I got my start in the annuity business as an intern with New York Life Insurance Company during Grad School. I officially began my annuity career as an Annuity Marketing Director for Standard Life of Indiana, and ultimately helped grow our annuity distribution as Vice President of Marketing.
The “Fall” of 2008 made it difficult for annuity companies to issue competitive annuity products. In 2009 I joined the largest independently owned Brokerage firm in the Country as an RVP. I spent the next 7 years educating financial and investment advisors on annuity products and how to efficiently incorporate them into an overall investment portfolio. During this time I wholesaled more than $1 Billion of Fixed, Fixed Index, and Variable Annuities.
In 2017 I went to work for Producers Choice Network, a division of Raymond James, as a Regional Director. I helped to build an annuity platform that simplified the process of incorporating annuities into a wealth management practice for investment advisors.
I resigned on 7/1/2021 to focus on My Annuity Store, and my mission to change the way annuities are bought and sold.
"A lack of educational materials and access to structured products and annuities have hindered the widespread adoption of these strategies in the United States."
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Annuities are distributed by My Annuity Store, Inc. Guarantees are subject to the claims-paying ability of the insurer. My Annuity Store, Inc. is a licensed fixed annuity producer and does not advise clients on the purchase of non-fixed annuity products. The information presented here is not intended to be a recommendation to purchase a fixed annuity, fixed index annuity, immediate annuity, longevity annuity, Qualified Longevity Annuity Contract, long-term care annuity, or any other investment or insurance product. Kiara Caudill California License: 4109080.
The contract features described may not be current and may not apply in the state in which you reside. Insurance companies often issue contracts that are ‘state-specific’. Insurance companies also change their products and information often and without notice. Annuities are subject to the terms and conditions of the specific contract issued by the insurer, are not FDIC or NCUA insured, are not bank guaranteed, may lose value, and are not a deposit. Please call (855) 583-1104 if you have any questions or concerns.
The information presented here is not a representation regarding the suitability of any concept or product(s) for an individual and is not intended to be tax or legal advice. You should always consult your own financial planning, tax, and legal advisors to determine if a fixed annuity, fixed index annuity, immediate annuity, longevity annuity, or Qualified Longevity Annuity Contract is suitable in your financial situation.