Canvas Annuity

7272 E Indian School Rd, Suite 100, Scottsdale, 85251, United States
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4.60
Based on 20 Reviews

5

70.00%

4

20.00%

3

10.00%

2

0.00%

1

0.00%
About Canvas Annuity

Simple, people-first process and great rates. Apply Now Canvas offers modern annuities that provide guaranteed rates, flexible terms, and commission-free returns. Find Out More Meet our Licensed Reps

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Mike
GB

I am struggling with the payment… I am struggling with the payment portion as PIOLT did not take my Marcus Goldman Sachs info. Then I said wire transfer, but I never got a screen that said which account the funds would be withdrawn from. Then, I was routed to the paper portion which said success. At this time, I still do not know how this application will be funded.

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jeni fox
GB

Would have given a zero star if… Update. Finally received a phone call. Nice person and was given the explanation that it “will take a couple weeks” before the policy and documents will appear. Was able to set up the portal and did finally receive the policy confirmation in the portal of a policy number. Almost 2 weeks from the time the cash was out of my account until the policy was issued and started earning interest. Some sort of confirmation of a policy application and payment of interest from the day they have your cash would be a great improvement for Canvas. Initial review: Would have given a zero star if possible. Authorized ACH premium payment. They took the money immediately out of my account but never sent any documents - no policy to be found. Emailed and called and left a message and no reply. Do not be the next victim. Will for sure be a long and protracted legal process to hopefully some day recover something. Will update if there is a different outcome but thus far this company appears to not be legit.

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Ray Iorio
GB

The agent was very helpful and actually… The agent was very helpful and actually knew her job correctly, which i todays world is a rarity. Plus she was very pleasant. As the COO of a mid size medical company, i would hire this employee in a moment! Aside from the agent, my comments on the application process to your management is to slim down and simplify the process.

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Raymond
GB

Who Needs An Agent? Not Me !!! Online digital application is neat, clean, comprehensible, easy to follow step by step instructions. The customer service is fantastic. They answer emails very quickly; they return phone call very quickly as well. The portal is the best. Everything is there...info, correspondence inbound and out, easy to edit and update; all financial data at your fingertips.

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Larry
GB

Overall Easy and Fast Process Originally researched online and had a couple policy questions, so I called. Canvas was able to answer my questions completely. Applied online a few days later and all went pretty well. Only suggestion would be to identify all required fields on all forms/screens; needed to use "chat" to clarify that I was not able to process beneficiaries without including email addresses. Overall though, pretty easy and fast process.

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