Preliminary Annuity Application

Ibexis MYGA Plus 5 Year Annuity

The first step in buying an annuity at My Annuity Store is to complete our very basic preliminary annuity application. We’ll then reach out to schedule a 15-minute phone call to capture any remaining information necessary to finalize your application. 

My annuity store, inc. Bbb business review

As Seen On:

Nbc logo
Abc logo
Fox logo
Marketwatch logo
Investopedia logo
Cbs logo

Our Process

Preliminary Annuity Application Online | 10 minutes

Fill out the preliminary online application. See the list of annuity products available for electronic signatures.

Phone Call to Complete Official Application | 15 Minutes

Our team will review your application and reach out to you to confirm any final details before submitting it to the insurance company.

Processing/ Funding | 7-14 Days

Most insurers will have a processing period of a few weeks to accept the application, process funding, and formally issue the policy.

Receive Hard Copy Annuity Contract | 7-10 Days

Once the processing is complete, the insurer will provide us with your formal policy documentation, which we’ll pass along to you and make available in our online client portal. 

Manage & Service Your Annuities | For Life

Keep track of your guaranteed income and guaranteed return via our online portal. We’ll be there to help with important milestones, like a fixed annuity approaching maturity.

Future Purchases

Once you’ve created an account and secured your first annuity, the process to buy subsequent annuities will be much easier.

Donald J. Roth

NASA Materials Scientist

“The annuity store has done a great job helping me understand the best-fixed index annuities. They are very professional and timely in their communications. The service has been excellent. I do not hesitate to do further business with them.”

Gerald Wolfe

Retired

Did business with My Annuity Store, Inc. for two annuities. Worked with Kiara both times. She was very informative and will keep you informed throughout the process. You will be very pleased with them.

Client Testimonials

You will work with Jason or Kiara Caudill through the entire annuity buying process. We don’t sell leads or disperse them throughout an agent network.

Schedule a 15 Minute Call

Allocations to the Index-Linked Option are not invested directly in an index. Contract rates offered are subject to change without notice. This is a summary only and all terms and conditions are governed by the contract. All guarantees, including any optional benefits, are subject to the claims-paying ability and financial strength of the issuing insurance company. Interest is calculated on a simple basis.

Ibexis MYGA Plus™ is for annuity policy form number ICC22-MPC-0322 and is an insurance product and not insured by the FDIC, the NCUSIF, or any other government agency, nor is it guaranteed by, or the obligation of, the financial institution that sells it.

All contract guarantees and annuity payout rates are subject to the claims-paying ability and financial strength of the issuing insurance company. They are not backed by the broker/dealer from which the annuity is purchased, by the insurance agency from which the annuity is purchased, or by any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability and financial strength of the issuing insurance company.

Similarly, the issuing insurance company does not back the financial strength of the broker/dealer or any of its affiliates. The “S&P 500®” is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by Ibexis Life & Annuity Insurance Company™.

Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). MYGA Plus™ is not sponsored, endorsed, sold, or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500® Index.

AM Best Rating effective April 2022. 4th highest of 13 ratings. For the latest ratings visit www.ambest.com.

Get a Free
Annuity Quote

My Annuity Store, Inc. BBB Business Review