Once you have come to a conviction ...

THAT THE ANNUITY WILL BRING ABOUT A CERTAIN PEACE OF MIND TO YOUR FINANCES ....

Then the process is pretty straightforward….

APPLY TO THE INSURANCE COMPANY for the plan(s) that you need.   

Naturally I will walk you through the online application process, either through a simple phone call or zoom meeting. I will then email you the application for your digital signatures. Usually (but not always), the insurer will issue a Policy number immediately. The Policy number with the insurer is the main directive to your current $$$ custodian as to where the funds are to be sent.

2. ALL FUNDS ARE PAID DIRECTLY to the Insurance Company, for the benefit of you (“FBO John Doe”). 

I will email you a FEDEX waybill (if you are paying by check) OR I will email the waybill to your custodian (brokerage firm, bank, employer, etc). Your funds will go direct - without any taxable events occurring - to the insurer from your current custodian.

Your money has a tracking number from the courier company, of course, and it is even insured! It arrives at the insurer 24 hours after it has been sent.

DEPENDING UPON THE TIME IT TAKES FOR YOUR CUSTODIAN TO ISSUE THE CHECK TO THE INSURER,   your new annuity policy will be issued anywhere from 7 to 10 days after the insurer has received your money. The new policy will be sent to your address of record.