Canvas AnnuityReviews of canvasannuity.com

My biggest problem was with the beneficiary page. I wanted my wife as primary and my 4 children as contingent. Your beneficiaries have to add to 100 %. So if my wife is at 100% . Then children are not on policy. So then I tried the joint owners choice and it would allow me to add the children as beneficiaries. Problem solved? Not. Then it only gave me a choice of non-qualified funds, my funds are qualified. After banging my head against the wall out of frustration and spending a couple hours of time, I decided to call customer service. I explained my situation to Clein Lastor. I thought maybe there was a glitch with the app portal because it didn't pull up quailed funds when I tried the joint option. He said he would bring it up at the daily meeting the next day and would get back to me. When he called me back, I asked him about the beneficiary situation. He explained to me once I am approved and the annuity is funded then there was a form on the customer portal where I would be able to place my wife as primary and the kids as contingent beneficiaries. He did a great job in listening to my concerns and getting me an answer. Please put the form on the application portal. I'm still going through app process and waiting for the annuity to get funded. Hopefully this process will be completed in the next 7 to 10 days. I chose Canvas because their interest rates were the highest.

I applied for a second annuity policy and during the 30 days waiting period, the rate went up from 6% to 6.20%. I spoke to customer service and filled a form to adjust the rate so I wouldn't have to close the application and apply again. The 6.20% rate was not applied and when the policy docs arrived the new policy had the 6% rate. Not the 6.20%

The online experience has been very efficient and the agents and staff are willing to work hard to answer your questions and make sure you feel comfortable buying your annuity. Thanks again, Steve In Michigan

These are the 5th&6th policies Ive purchased from Canvas! Easy to get, simple process, great rates& super customer service when needed.

​I had a great experience working with Cynthia on my application at Canvas. She made the entire process easy and hassle-free. Although the rates are higher than some other companies, Cynthia’s excellent service made a big difference, and I really appreciate her help.

I got a little bogged down in the application process, but I called in the next morning and promptly spoke to Kaylon, who finished walking me through the final steps. So far, everything about the product, the process, and the customer service is outstanding and I've already recommended them to my daughter. Thank you, Kaylon for getting me to the finish line without endless time on hold and/or having to transfer me to someone else.

Easy application and great interest rates.

Filling out the initial application was easy and did not take very much time. About two weeks after my application was completed the interest rates rose by 0.2%. I contacted customer service to see if there was anything they could do about matching this increase. They were very helpful and acted quickly to adjust my annuity since I was still within the 30 day trial. They were very helpful and nice and were able to give me an even better rate!