Jason Caudill, MBA is available as an expert source on annuity rates, retirement income planning, and AI in financial services. He works directly with clients every day and brings real-world perspective to every interview.
Latest News — May 2026
My Annuity Store Launches Andy AnthropAnnuity — Free AI Research Assistant
Andy is an AI-powered annuity research assistant built on Anthropic’s Claude. He answers consumer questions in plain English, searches 146 indexed carrier brochures, pulls live MYGA rates refreshed every six hours, and routes complex questions to a licensed agent — all with compliance guardrails enforced in code. No registration required.
Product Demo
Andy AnthropAnnuity — Live Demo
Video available at myannuitystore.com/press
Press Assets & Downloads
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Top Multi-Carrier
Annuity Platform 2025
About Jason Caudill, MBA
Jason Caudill is the founder and president of My Annuity Store, an independent annuity brokerage licensed in 47 states. He holds an MBA and built My Annuity Store to give middle-class retirees access to the same transparent rate comparison and independent guidance that high-net-worth investors have always had.
Because My Annuity Store is not captive to any single carrier, Jason can offer unbiased analysis of the annuity marketplace. He regularly advises pre-retirees and retirees (typically ages 55 to 75) on MYGA strategies, income planning, and tax-efficient accumulation.
Jason is also a practitioner in AI applied to regulated financial services — he built and deployed Andy AnthropAnnuity, a compliance-first AI research assistant, on Anthropic’s Claude API with retrieval-augmented generation over 146 carrier brochures.
Topics I Can Speak To
Data Available to Journalists
Live Rate Data
Top MYGA rates by term (2–10 year), by carrier and product. Updated daily from AnnuityRateWatch.
Historical Rate Trends
How fixed annuity rates have moved over the past 12–24 months, including responses to Fed decisions.
Real Client Scenarios
Anonymized real-world examples showing how clients used annuities in retirement plans.
State-by-State Differences
Rate variations and guaranty association coverage limits across all 50 states.
Carrier Industry Analysis
Commentary on carrier financial strength, product launches, and industry sales trends.
Andy Architecture Briefing
Technical walkthrough of the AI stack, compliance layer, and retrieval system — available on request.
Press Citations
- 10 Best Annuity Companies In the USYahoo Finance
- Retirees May Earn More With a MYGA Than a Savings AccountTheStreet
- Top Annuity ServicesInsurance Business Review
- Americans Are Choosing Certainty – And We Are Making It Easier to FindInsurance Business Review
- My Annuity Store, Inc. – 2021 Winner: Global Insurance and Risk Management AwardsWealth & Finance International
- Buffett’s Great Success: The Power of Insurance DividendsSeeking Alpha
- How to Retire Early in 2026: FIRE Guide & CalculatorDue.com
Press Contact
For interview requests, data inquiries, expert commentary, or the Andy architecture briefing — reach out directly.
High-resolution screenshots, founder photography, logo files, and recorded demos are available on request or for download above.
My Annuity Store, Inc. is an independent insurance brokerage. We are not affiliated with any single insurance carrier. Andy AnthropAnnuity is an AI research assistant — not a licensed agent and not a replacement for licensed advice.
