fast & easy PROCESS
In order to better serve the your time-sensitive needs, we provide an enhanced service process to make it simple, fast and easy to create and fund an annuity the same day. Learn more about our process below.
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We e-mail a PRE-FILLED annuity application to you.
You E-SIGN the forms and return them via secure e-mail to us.
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You AUTHORIZE a one-time draft from your bank account or send us a check
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We issue the annuity contract the SAME DAY as funds are received.
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We send a COPY of the annuity policy directly to you.
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We send the annuity policy number to the OID via email the SAME DAY its issued and overnight the policy.
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We can HAND DELIVER a hard copy of the annuity contract to the OID the SAME DAY IT IS ISSUED upon request.