There are many positive things about this company, such as their good rates and good AM rating. I found out the area of the customer portal under transaction is for withdrawals, and not to view the... See more
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Simple, people-first process and great rates.
Canvas offers modern annuities that provide guaranteed rates, flexible terms, and commission-free returns.
Written by the company

7272 E Indian School Rd, Suite 100, Scottsdale, 85251, United States
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I spent 2 hours to get the licensed agent to answem a couple of questions

Reply from Canvas Annuity
An easy and simple application process, plus a competitive interest rate compared to what the current market offers.

Reply from Canvas Annuity
I want to express my sincere appreciation for Jon Vuchinich's help with changing the future fund application for my first Canvas annuity policy's maturity date. He was incredibly professional and patient, guiding me through all the dashboard tasks. Thanks to his clear explanations, I now understand that these new application documents facilitate an internal transfer of my matured policy to a different annuity plan, and that the interest tax remains deferred. Thank you, Jon!

Reply from Canvas Annuity
It is great that a representative (Cynthia Jasso) emails us to keep the ball rolling on processing the annuities we have. Sometimes we do not realize she has sent us an email and it has delayed the process somewhat.
I called the Canvas number but did not reach Canvas, but instead Puritan Life who was unable to help with situation other than to let me know that there are only a handful of people processing stuff. I understand that completely, as a nurse we were always short-staffed. Knowing this has made me more patient with the process than I was originally. The largest frustration I had was not knowing what a "wet signature" is. Had it been defined or explained it would have saved me several days trying to find a bank (which I was unable to find without opening an account) which issued medallion signatures. So my recommendation would be for Canvas to use more simple language for folks, especially since your customers do not get to talk to a live person and have to figure this stuff out for themselves. Also, you ask to "verify email". Have no idea if this feature is working on your website. There is no message that comes up saying one thing or another.
Am appreciative of higher rates though and am willing to continue with your company. Thanks!

Reply from Canvas Annuity
Jose was extremely knowledgeable and patient! He’s a great asset for your company.

Reply from Canvas Annuity
Mr. Escalera is very knowledgeable and helpful. Hi answered all my questions and walked me through the process of completed my applications. He has the right disposition and ability to go much further in your company. His telephone etiquette is exemplary. Promote, promote, promote...!

Reply from Canvas Annuity
Our agent Jasiel Escalera was excellent and made the process fo both redeem our policies and open new policies a breeze. Thank you Jasiel!

Reply from Canvas Annuity
It’s been a pleasure working with Bryson!

Reply from Canvas Annuity
I spoke to Bryson on the phone, he did a solid job explaining the pretty confusing annuity purchase process, and all around a great representative!

Reply from Canvas Annuity

Reply from Canvas Annuity
We have over a dozen fixed rate annuities that we have constructed over the last five years. All of these were constructed with an agent some of the experiences being just OK, when we found a different agent the experiences became much better. Our most recent annuity I constructed as a direct to consumer with canvas. I found the entire experience to flow really well. Furnishing virtually all the info we would normally give to an agent who had to pass it along we simply furnished direct to canvas. Process was quick and we were totally comfortable furnishing the info as process was so much the same as when we used a commissioned agent. YES, our next annuity will be direct to consumer and most likely with Canvas.

Reply from Canvas Annuity
JON and his team went the extra mile, He helped me with my transfer and he did follow up. Thank you JON!!!

Reply from Canvas Annuity
Application on line was easy. I also called and had questions answered by a real person before completing the application. The agent also emailed funding details to me as requested.

Reply from Canvas Annuity

Reply from Canvas Annuity
This is my 3rd annuity with them. The process is very easy. I love the low minimums and great rates.

Reply from Canvas Annuity
I just had the pleasure of working with Bryson. he’s very professional and knowledgeable and makes sure all of my requests are completed in a timely manner. I appreciate you Bryson

Reply from Canvas Annuity
Very easy to apply the MYGA. The service is greatly appreciated.

Reply from Canvas Annuity
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