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

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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Schedule a Call With Us

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 for your financial situation.

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Free Annuity Quote