Great rates, great service I'm not savvy with online banking, transfers or even email. I wouldn't have been able to transfer the money without the customer support. She literally guided me through the process even though I kept making mistakes , costing her time. When transferring from another investment or brokerage the application process was to difficult for me. I would have gave up and put my money elsewhere if it hadn't been for Nicole.

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.

I went with Canvas/Puritan Life for the… I went with Canvas/Puritan Life for the fixed interest rate. The rate Is 75 bp higher than any other company I researched due to the "do It yourself" platform. Puritan Life's BBB+ rating by AM Best is acceptable but unfortunately there is no Comdex rating for Puritan. I would prefer dealing with an agent but for 75bp it's worth doing the legwork. Canvas needs to do a better job marketing their product. Unfortunately I rolled my wife's 403b about 10 months ago into a lower interest rate with a different annuity company.

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 Then I said wire transfer, but I never got a screen that said which account the funds would be withdrawn from.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.

Spoke with Bryson he was super helpful… Spoke with Bryson he was super helpful and knowledgeable in explaining the application and rollover process, best rates I have seen!