Online Annuity Application

The 1st step to buying an annuity at My Annuity Store is to complete our preliminary application below which will allow us to complete the bulk of your official annuity application prior to our 15-minute call.

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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.

Schedule a 15 Minute Call

Get a Free
Annuity Quote

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