Twenty years in annuity distribution, from carrier marketing to brokerage wholesaling to a Fortune 500 wirehouse. In 2020 I founded My Annuity Store so people could compare annuities from 90+ top annuity companies without the sales pressure. This site is where I write about rates, the industry, and what I am building.
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PLACED THROUGH MAS SINCE 2020
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TOP ANNUITY COMPANIES
WHAT I AM BUILDING
Independent tools for an industry that still runs on paper.
“THE MISSION IS SIMPLE: HELP MIDDLE-CLASS AMERICANS RETIRE WITH DIGNITY AND GRACE.”
– Jason Caudill
BACKGROUND
THE SAME PRODUCT, SEEN FROM EVERY SIDE
Carrier marketing, brokerage distribution, wirehouse territory work, and producer education. Two decades across every seat in annuity distribution before building a direct-to-consumer platform.
MBA, Entrepreneurship, Ball State University. B.S., Business Administration and Computer Information Systems, Ferris State University.
| 2020 to Present | Founder, My Annuity Store, Inc. Independent annuity platform: education, comparison tools, and live rates from 90+ top annuity companies. |
| Jun 2017 to Jul 2021 | Regional Marketing Director, Raymond James Joined the annuity division of Producers Choice Network, then stayed on when Raymond James acquired it. Annuity distribution and producer support inside one of the country’s largest wealth management firms. |
| May 2009 to Mar 2017 | Regional Vice President, Ash Brokerage Regional annuity distribution for one of the largest brokerage general agencies in the country. |
| 2007 to 2009 | Vice President of Marketing, Standard Life Insurance Company of Indiana Carrier-side marketing leadership. |
AS CITED IN
Yahoo Finance · ThinkAdvisor · TheStreet · Seeking Alpha · InsuranceNewsNet · Insurance Business Review
RECOGNITION
LATEST WRITING
Notes on annuities, rates, and the industry.
ABOUT
Why I Built My Annuity Store and AnnuityJournal.org
Twenty years in annuity distribution, and why most buyers never saw the full menu. How the marketplace and the publication fit together.
RATES
Annuity Surrender Period Ended? What to Do After the Fed Hike
Your renewal window, 1035 exchanges, cash-out taxes, and what to ask your carrier before the window closes.
INDUSTRY
Why RILAs Set a Sales Record in Q2 2026
RILA sales hit a record $23.3 billion in the second quarter. What a RILA is and how it compares to an FIA or a MYGA.
POLICY
Annuities in a 401(k) Default Option: The DOL Proposal
What the Department of Labor proposed, where the rule stands, and the questions to ask your plan.
INDUSTRY
Is Private Credit a Risk to Your Annuity? An Honest Answer
What regulators are watching in life insurers’ portfolios, what protects annuity owners, and what to check before you buy.
RATES
Are Annuity Rates Going Down? What the Fed Might Do Next
The Fed raised rates on September 16. Here is how Fed moves and the 10-year Treasury yield feed into MYGA rates.
MEDIA INQUIRIES, SPEAKING, OR A QUESTION ABOUT THE PLATFORM
Rate and product questions are answered fastest at myannuitystore.com.