Where Annuities are Bought, not Sold®
1
|
![]() |
Receive quotes & books and talk to The Annuity Man® about our strategies. |
2
|
![]() |
Make the decision on your terms and time frame. |
3
|
![]() |
Decide to move forward and set a paperwork phone appointment. |
4
|
![]() |
Speak with The Annuity Man® Client Services Staff to complete the application. |
5
|
![]() |
Receive the application and product information for review. |
6
|
![]() |
Sign the annuity application and send it back to The Annuity Man®. |
7
|
![]() |
The Annuity Man® reviews the application and submits it to the carrier. |
8
|
![]() |
Update on the process via email. |
9
|
![]() |
Money is applied (check or transfer) to the policy and the contract is sent to us for review. |
10
|
![]() |
The Annuity Man® sends you the policy via UPS 2nd day air. |