Jason Caudill, MBA
President & Co-Founder
My Annuity Store, Inc.
Hello! I'm Jason Caudill
Thank you for visiting My Annuity Store. We are 100% independently owned which allows us to always do what is in our clients best interest.
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Education and Background
Jason Caudill is the President of My Annuity Store and has 20 years of experience in the financial services and annuity industry. His mission is to simplify and improve the process of buying an annuity; changing the way annuities are bought and sold. He has distributed more than $1.5 Billion in annuity premiums during his career and he’s been cited in Investopedia, Yahoo Finance, Think Advisor, MarketWatch, PocketSense, Due, Wikipedia, and Benzinga.
Jason attended Ball State University, where he graduated with a Master of Business Administration in Entrepreneurship from the Miller College of Business. He also earned a bachelor’s degree in business administration and computer information systems from Ferris State University. Prior to joining My Annuity Store, he served as Vice President of Marketing for an Insurer, as RVP for an independent Brokerage Firm, and as Regional Director for a Fortune 500 Company.
Jason lives in Fishers, Indiana, with his wife, Kiara, and their three children. Jason and his family are actively involved in their church community. In his free time, Jason coaches baseball, he also enjoys golfing, the Chicago Cubs, and manicuring his yard.
Jason's Latest Content
EquiTrust Life Insurance Company Ratings & Review
EquiTrust Life Insurance Company was founded in 1966 and offers competitive annuity products for those who are approaching or in retirement.
Individual Retirement Accounts (IRAs)
An IRA is an account set up at a financial institution that allows an individual to save for retirement with tax-free growth or on a
How Many Roth IRAs Can I Have?
There’s no limit to the number of Roth IRA accounts you can have, but your contributions must stay within the annual limit across all accounts.
What is the Social Security Disability 5 Year Rule?
The Social Security Disability 5 Year Rule eliminates the required waiting period to receive disability benefits for individuals who were previously entitled to benefits, ceased
Annuity vs. 401(k): Key Differences Compared
When comparing an annuity vs. 401(k)s the primary difference is a 401k is designed to accumulate savings and annuities generate lifetime income.
The Power of 403(b) Plans: Building a Secure Retirement
A 403(b) plan is a retirement plan offered by public schools and certain tax-exemt charities. In general terms, it is a school teachers 401(k).