Preliminary Annuity Application

The first step in buying an annuity online is to complete the preliminary annuity application below. Our team will use the information you provide to pre-populate the majority of your official annuity application. 

We’ll then reach out to schedule a 15-minute phone call to capture any remaining information necessary to finalize your application. 

Online Annuity Application

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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. You’ll always have 10 days from the time you receive the policy to reject it for any reason. This is called the “Free Look Provision”, and it’s required by law.

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.

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My Annuity Store: Independent, Unbiased & Transparrent

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