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.
We e-mail a PRE-FILLED annuity application to you.
You E-SIGN the forms and return them via secure e-mail to us.
You AUTHORIZE a one-time draft from your bank account or send us a check
We issue the annuity contract the SAME DAY as funds are received.
We send a COPY of the annuity policy directly to you.
We send the annuity policy number to the OID via email the SAME DAY its issued and overnight the policy.
We can HAND DELIVER a hard copy of the annuity contract to the OID the SAME DAY IT IS ISSUED upon request.