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Our Process

Frequently Asked Questions

My Annuity Store does not charge any of our clients a fee. We are compensated directly by the insurance company; 100% of your investment is deposited into your annuity contract.

There are 3 different ways you can fund your annuity policy:

  1. Mail a check directly to the insurance company. 
  2. We can complete a 1035 / Direct Transfer and submit it with your application. 
  3. You can wire the funds or send them via an ACH.

We do not share your information with anyone other than the insurance company your applying to. We do not sell leads or marketing data to any third parties.

Our application process is split up into two parts and takes approximately 30 minutes in total. The first step is to complete our preliminary application. Secondly, we will schedule a 15 minute phone or zoom call to discuss, finalize and answer any questions you may have.

What Our Clients Are Saying

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.
Chris Lehmann
I would highly recommend My Annuity Store and Kiara for your annuity investment needs. They are very helpful and knowledgeable.
Paula Ohalloran
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!
Richard Miles
Jason is very knowledgeable in his field and clearly explained all my questions and helped with an easy transition of my funds into a new annuity with a higher interest rate. Jason keeps me up to date with changes in the market and information on better products.
Kevin Pourmaleki
I used My Annuity Store, Inc. for the first time and had a smooth and pleasant experience. Kiara Caudill was responsive, personable and quickly found me the best yield rates out in the market to meet my type of investment. Closing the deal was fast and simple as well, Kiara handled the bulk of the application process simplifying a few quick and easy signing steps on my end.
Bill Harner
I recently opened 2 annuities with Jason. Everything was explained and handled in a very professional manner. Was processed very quickly without any problems. Would highly recommend Jason for any of your annuity needs. Richard Clark
Richard Clark
Did business with My Annuity Store, Inc. for two annuities. Worked with Kiara both times. She was very informative and will keep you informed throughout the process. You will be very pleased with them.
Gerald Wolfe
I had very positive end-to-end experience with My Annuity Store. They were very transparent about various options I had, and did their best to explain the rather complicated terminology in different annuity schemes. It was very satisfactory collaboration till the end.. Thsnks!
Satisha Bhat

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