Jason Caudill began his career in the annuity business as an intern with New York Life Insurance Company during Graduate School in 2004. Upon graduation, he took on the role of 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 he entered the next chapter of his career as an RVP for the largest independently owned annuity brokerage firm in the U.S.
For 8 years he educated financial and investment advisors on annuity products and how to efficiently incorporate them into an overall investment portfolio. During this time he wholesaled more than $1.5 Billion of Fixed, Fixed Index, and Variable Annuities.
His next challenge began in 2017 at Producers Choice Network, a division of Raymond James, as a Regional Director. There he helped build an annuity platform that simplified the process of incorporating annuities into a wealth management practice for registered investment advisors.
On 7/1/2021 Jason went independent and resigned from Raymond James to focus on My Annuity Store, and his 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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