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1
Get Your Personal Quote
During this step you receive quotes & make the decision on your terms and time frame.
Receive quotes
Make the decision on your terms and time frame.
2
Talk To Our Team
During this step you set the appointment with our team and complete the application.
Set a paperwork phone appointment.
Speak with The Annuity Man® team to complete the application.
3
We Manage All The Paperwork
During this step we organize all the paperwork and submit your application to the carrier.
Receive the application, sign, and send it back to The Annuity Man®.
Our team reviews the application and submits it to the carrier.
You will get all updates on the process via email.
4
Receive The Final Contract
During this step your money is applied and we get the final contract with the carrier. We send you the policy.
Your money is applied with check or transfer to the policy.
We receive the final contract and review it.
The Annuity Man® sends you the policy via UPS on second day air.
Ready To Secure Your Financial Future?
Connect with a financial expert from our team and we will handle everything for you... from start to finish.
