Jason Caudill - Annuity Expert
President and co-founder of My Annuity Store, Inc. — an independent annuity platform built on education, live rate data and a digital-first approach to a business that has always run on paperwork.
Jason Caudill, MBA
President & co-founder, My Annuity Store, Inc.
Fishers, Indiana
In the annuity industry
Annuity companies on the platform
No single-carrier affiliation
Entrepreneurial studies
Where the experience sits
Four areas that account for most of the work, and most of what people ask about.
Annuity distribution
Two decades across carrier marketing, brokerage wholesaling and now direct-to-consumer distribution of fixed annuity products.
Digital-first platform building
Comparison tools, live rate data and educational content built so a consumer can evaluate a contract without a sales appointment.
Search engine optimization
Organic acquisition in a category dominated by lead brokers, built on original educational content rather than paid placement.
Advisor education
Years spent explaining where fixed income solutions belong in a portfolio, to advisors and to the clients they serve.
The company
My Annuity Store, Inc. delivers independent annuity education and comparison tools, empowering consumers to make informed retirement planning decisions. Our online annuity platform provides clients the ability to compare annuity rates from 90 top annuity companies.
As President and co-founder of My Annuity Store, my role emphasizes fostering innovation, collaboration, and customer-centric solutions through a digital-first approach. Leveraging over 20 years of experience in the annuity industry, entrepreneurship, and search engine optimization, Jason is focused on creating a platform that simplifies buying an annuity, enabling personalized and accessible retirement strategies.
Before this
Carrier marketing, brokerage distribution and advisor education — the same product seen from three sides.
Present
President & co-founder
My Annuity Store, Inc.
Independent annuity platform: education, comparison tools and live rates from 90 top annuity companies.
Earlier
Regional Marketing Director
Producers Choice Network
Advisor relationships and annuity education, with a focus on the role of annuities in a fixed income portfolio.
Earlier
Vice President of Marketing
An insurance company
Carrier-side marketing leadership.
Earlier
RVP, Annuities
One of the largest brokerage firms in the country
Regional annuity distribution.
Writing
Notes on annuities, rates and building software for an industry that still runs on paper.
Education · 6 min read
The plain-English guide to deferred annuities
What the contract actually promises, and which terms decide whether it is a good one.
Rates · 5 min read
How to read a MYGA rate sheet without getting sold
Surrender terms, renewal rates and carrier ratings change the answer more than the headline yield does.
Platform · 7 min read
Why buying an annuity still takes three weeks, and what we changed
Most of the delay is paperwork, not underwriting. That part is fixable with software.
We simplify annuities so more people can retire with clarity and confidence.
Quoted or cited in
Investopedia · Yahoo Finance · MarketWatch · Insurance Business Review