I feel very fortunate to have this opportunity to join My Annuity Store and work alongside my wife who has done an amazing job since founding the company just 18 months ago.
Her annuity articles got over 1.2 Million impressions on Google over the past 3 months and 75,000 unique consumers visited our online annuity platform.
We are both very passionate about the need “Middle America” has for the guaranteed income inside of their retirement portfolios. My Annuity Store could not be more committed to the Direct-to-Consumer Annuity Market.
Our time, energy, and resources are geared heavily towards adding more customer-focused tools, resources, and technology in an effort to make purchasing an annuity a more simple and pleasurable experience for our clients.
Jason Caudill’s Annuity Experience & Background
My Annuity Store plans to capitalize upon Jason’s 15+ years of experience wholesaling fixed index annuities to financial advisors to rapidly gain more of the online annuity business market share and solidify our position as the #1 Authority on Fixed Index Annuities.
Jason has been educating financial professionals on annuities, protection products, and retirement income strategies since beginning his career with New York Life Insurance Company as an intern during the final semesters of graduate school.
Standard Life of Indiana (Guggenheim)
Upon graduating with an MBA in Entrepreneurship from Ball State University, Jason joined Standard Life Insurance Company of Indiana (now Guggenheim Life and Annuity Company) as an Annuity Marketing Director. “I was very fortunate to have had the opportunity to work closely with and learn from, so many smart, senior-level annuity executives at such an early stage in my career,” Jason recalls.
Before leaving Standard Life of Indiana, he ultimately served as Vice President of Marketing for the Central Division, helping increase the Insurer’s annuity premium 213% to $378 Million in 2008.
He spent 8 years at Ash Brokerage, the largest independently own annuity marketing organization in the United States, as a Regional Vice President wholesaling annuity products inside of the Broker-Dealer and Financial Institutions channels.
“I wouldn’t want to do it again, but looking back those “Road Warrior” years were instrumental in developing my financial planning skill-set and a rewarding career.”
Producers Choice Network (A Division of Raymond James)
For the last 4 years, Jason was a Regional Marketing Director in the Private Client Division for a Fortune 500 Company, Raymond James, helping to create a platform designed to simplify the process for fiduciaries to incorporate annuities and protection products into their wealth management firms.
During this time Jason realized that there was a huge need for a direct-to-consumer annuity distribution channel and that technological advances have finally made it possible.
Buying an Annuity Online
You can shop and compare fixed annuity rates and fixed index annuity rates at My Annuity Store’s online annuity marketplace as well as view product guides, utilize annuity calculators, and request a personalized annuity quote.
If you would like more one-on-one assistance or just some expert guidance it’s easy to schedule a 15 or 30-minute consultation with one of My Annuity Store’s licensed advisors. If you ultimately decide on an annuity that is right for you the annuity application process is simply beginning with a short preliminary online application completed directly on myannuitystore.com.
As long as you complete the suggested one-page form prior to the “Annuity Application” phone call, My Annuity Store guarantees your annuity application will be completed in 30 minutes or less. Annuity contracts are typically issued 7 to 25 business days thereafter depending on where your funds are coming from.