Our Process

How to Buy An Annuity at My Annuity Store

Business team analyzing graphs of asset based long term care options

Reqest Your Personalized Annuity Quote

The first step is to get annuity quotes and compare various options based on your goal. During this time you can ask questions, review product literature, and take your time to decide with annuity is best for you with zero sales pressure.

My Annuity Store Hero Image Retirement Planner spread open on wooden desk with colorful charts and calculator

Complete Your Preliminary Application Online

Once you have decided which annuity best meets your goals you will complete our preliminary application online. This takes you about 10 minutes and will help our agent 90% of your application filled out.

Agent talking on the phone

Speak with Agent to Finalize Your Application

This phone call typically takes around 15 minutes while we gather the last few pieces of information and answer any final questions you may have. Finally, we will email your application for you to sign electronically.

Report titled "Retirement Plan" laying on desk with pen, eyeglasses and calculator. Hero Image for Best Annuity Income Riders Guide at My Annuity Store, Inc.

Receive Your Annuity Contract

This step takes anywhere from a week to 30 days, depending on how you fund your annuity. A wire or ACH is the quickest option, and transfers or direct rollovers tend to take upwards of 30 days. We will mail you your policy via 2-day UPS as soon as it’s issued.

Let Us Guide You to the Right Type of Annuity

Annuity Lead Generation Form
Step 1 of 7 14% Complete

Let's find the right annuity for you

I'll ask you a few questions to recommend the best option

Welcome! 👋

Finding the right annuity can feel overwhelming with so many options. I'm here to make it simple by asking you a few quick questions to find the perfect match for your financial goals.

Takes 2-3 minutes
Personalized recommendation
No obligation
Expert guidance

First, let's get to know you

Your basic information helps us personalize your experience

What's your retirement situation?

This helps us understand your timeline and needs

Tell me about your investment

How much are you looking to invest?

💡 Did you know? Many annuities have minimum investment requirements, so this helps us show you options that fit your budget.

How do you feel about risk?

Your comfort level helps determine the right product

What's most important to you?

Understanding your priorities helps us match you perfectly

Here's what we recommend

Based on your answers, here's the best annuity type for you

Client Reviews

Timothy Moloney
Would give 6 stars if possible for the professional service I received from Kiara.She went above and beyond my expectations. Great to know that there still are businesses out there that still pride themselves on customer service.
Chris Lehmann
It has been a complete pleasure to deal with Kiara on several occasions opening new annuities. She has a wonderful personality and most importantly has my best interests in mind. She makes sound and knowledgeable investments.
Brian Robertson
My experience working with My Annuity Store was always very positive. I was able to reach my representative easily and consistently. She was always able to answer my questions and provided clear direction on every step of the process. I am very happy with the outcome and would recommend My Annuity Store to anyone who may be considering an annuity.
Antonette McCaul
Great experience! Excellent customer service!
Paula Ohalloran
I would highly recommend My Annuity Store and Kiara for your annuity investment needs. They are very helpful and knowledgeable.
Doug Nichols
These guys are awesome. As l was buying my annuity rates were going up so I cancelled 2 annuities Kiara had already completed and submitted applications for and bought a third annuity at a higher rate. They were more than happy to do whatever I wanted and always put my needs first. I highly recommend them.
Richard Miles
I worked with Jason and Kiara setting up an annuity. They went over and above expectations. They got me the best deal and were very fast getting all the papers in order via 2 day ups. I will be working with them in the near future. Exellent service! Like

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