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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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 – PRESENT | Founder, My Annuity Store, Inc. Independent annuity platform: education, comparison tools, and live rates from 90+ top annuity companies. |
| 2017 – 2021 | Regional Director, Raymond James Annuity distribution and producer support inside one of the country’s largest wealth management firms. |
| 2009 – 2017 | Regional Vice President, Ash Brokerage Regional annuity distribution for one of the largest brokerage general agencies in the country. |
| 2007 – 2009 | Vice President of Marketing, Standard Life Insurance Company of Indiana Carrier-side marketing leadership. |
| EARLIER | Regional Marketing Director, Producers Choice Network Producer relationships and annuity education, focused on the role of annuities in a fixed income portfolio. |
AS CITED IN
Investopedia · Yahoo Finance · MarketWatch · ThinkAdvisor · TheStreet · Seeking Alpha · InsuranceNewsNet · Insurance Business Review
RECOGNITION
LATEST WRITING
Notes on annuities, rates, and the industry.
RATES
Are Annuity Rates Going Down? What the Fed Might Do Next
The Fed has not cut in 2026, the 10-year yield is near 5%, and markets now price a possible hike. Here is what that means for MYGA rates.
INDUSTRY
Why Annuity Sales Just Hit a First-Half Record in 2026
U.S. annuity sales hit a first-half record of $228.7 billion in 2026. Here is what is driving it and what it means if you are weighing an annuity.
MEDIA INQUIRIES, SPEAKING, OR A QUESTION ABOUT THE PLATFORM
Rate and product questions are answered fastest at myannuitystore.com.