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.
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.
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.
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.
I'll ask you a few questions to recommend the best option
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.
Your basic information helps us personalize your experience
This helps us understand your timeline and needs
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.
Your comfort level helps determine the right product
Understanding your priorities helps us match you perfectly
Based on your answers, here's the best annuity type for you