independent, unbiased & transparent
Thank You
We have received your submission. We will email your requested information within 4 business hours. For immediate assistance, please call 855-583-1104.
As Seen On:
Our Process
- Get Annuity Quotes and Learn About Annuities
- Decide if annuity is right for you.
- Complete our preliminary application.
- Schedule and complete a 15 minute phone call to finalize your application.
- Complete sign your application electronically.
- Fund the policy via Check, ACH or Transfer or 2 Day UPS
- Recieve your policy in the mail in approximately 7 to 14 days.
Frequently Asked Questions
Do you charge a fee for your service?
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.
How do I fund the annuity?
There are 3 different ways you can fund your annuity policy:
- Mail a check directly to the insurance company.
- We can complete a 1035 / Direct Transfer and submit it with your application.
- You can wire the funds or send them via an ACH.
Do you sell any of my information?
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.
How Long does the Process Take?
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
Related Reading
- All
- Annuities 101
- Annuity Reviews
- Fixed Index Annuity
- Retirement
- All
- Annuities 101
- Annuity Reviews
- Fixed Index Annuity
- Retirement
Retirees Want Annuities But May Not Know It…
A lack of educational materials and access to annuity products have hindered the widespread adoption of these strategies in the United States.
6 Annuitization Payout Options & How They Work
Annuitization is the process of converting a lump sum into an income stream guaranteed for life or a certain number of years (payments begin immediately).
How to Calculate How Much Money You Need to Retire
How Much Do I Need to Retire? According to Fidelity Investment’s Retirement Mindset Study, only 18% of Americans have a comprehensive written retirement plan. In this guide, we’ll walk you …
Annuity and Retirement Research
Leading retirement planning and annuity research available as downloadable PDF’s.