Annuity Application

  • Start Your Annuity Application

  • Insurance companies are required to collect certain financial information to comply with consumer protection, identity verification, and anti-money-laundering regulations.


    The application takes about 15–30 minutes and is secured using 256-bit encryption and two-factor authentication. Your information is kept private and used only for evaluating your annuity application—it is never sold or shared for marketing purposes.

     
    If you’re unsure about any answer, simply provide your best estimate. You can update or change your answers later, and nothing is submitted to the insurance company without your final review and approval.

  • Step 1 of 7 - Basic Information (2-3 Minutes)

    We begin with some basic information to verify your identity and begin preparing your annuity application.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
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  • Great — let’s move on to your investment details.

  • Step 2 of 7 — Investment Details (2-4 minutes)

    These questions confirm the annuity product, term, and funding source you are interested in so we can prepare the correct application paperwork.

  • Perfect — now let’s review your financial snapshot. 

  • Step 3 of 7 — Your Financial Snapshot (4–5 minutes)

    This quick overview helps ensure the annuity fits your financial situation and goals. Estimates are perfectly fine — you can update these later if needed.
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  • Thanks — this helps ensure the annuity fits your financial situation.

  • Step 4 of 6 — Existing Policies & Experience (1-4 minutes)

    This helps ensure the annuity recommendation fits your current accounts and financial experience. Estimates are perfectly fine — we’ll review the details with you before anything is submitted.
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  • Got it — next we’ll confirm your income and withdrawal preferences.

  • Step 5 of 7 — Income & Withdrawal Plans (1-2 minutes)

    This helps ensure the annuity is structured to match your income needs and goals. You can update these preferences later if needed.

  • Great — just a few final questions to complete your application.

  • Step 6 of 7 - Final Suitability Review (2-4 minutes)

    These final questions help confirm the annuity is appropriate for your situation and meets consumer protection requirements. These are standard questions required by insurance companies — most can be answered quickly.

  • You’re almost done — these final questions help confirm everything is set up correctly.

  • Step 7 of 7 — Final Step: Protecting Your Beneficiaries & Identity Verification (1–3 minutes)

    You’re almost done — this final step helps protect you and your beneficiaries and allows us to prepare your application.
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  • Questions or additional details (optional)

    If you have any questions or would like to share anything else, let us know — we’ll follow up within 1 business day.

  • Driver's License or Passport

    A copy of the front of your driver’s license or passport is required to verify your identity. You may take a photo with your phone, computer, or tablet, or upload an existing image from your device. If you prefer, you can also provide your ID later.
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  • You’re all set — just one final step to complete your application. You’ll review and approve everything before anything is submitted to the insurance company.

  • By clicking “Submit,” you agree that Annuity Resources may contact you regarding your application by phone, text, or email. Message and data rates may apply.

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