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Canvas Annuity Reviews - 41

4.8

96

of reviewers recommend

canvasannuity.com
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Business information

Category:

Life Insurance

Each brand on RealReviews.io belongs to a specific category, where it holds a position in the top rankings. The ranking is determined by various factors, such as the overall rating on the site, the number of reviews, the business's activity in managing reviews, engagement with customers, and more.

Canvas Annuity is 12 out of 32 best companies in Life Insurance on RealReviews.io

Customer reviews

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Summary

Canvas Annuity has a 4.8 - star rating from 41 reviews, indicating a high level of customer satisfaction!

  • 5 stars

    86%

    35 reviews

    35 reviews

  • 4 stars

    7%

    3 reviews

    3 reviews

  • 3 stars

    7%

    3 reviews

    3 reviews

  • 2 stars

    0%

    no reviews

    no reviews

  • 1 stars

    0%

    no reviews

    no reviews

  • J

    JAMES M CHEN

    1 reviews

    United States

    A quick and clear application procedure

    A quick and clear application procedure, with an interest rate that stands out against what other places are offering right now.

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  • G

    GREGORY

    1 reviews

    United States

    Had no problems with Canvas's straightforward

    Had no problems with Canvas's straightforward and reliable system. Simple to apply and deposit. Good rate and decent security.

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  • G

    Greg

    1 reviews

    Talked to Bryson. He knew a lot.

    Talked to Bryson. He knew a lot. He explained things well about the application and rollover process. Rates were really good.

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  • A

    Anonymous

    1 reviews

    United States

    I had a call with Bryson, he explaind the tricky

    I had a call with Bryson, he explaind the tricky annuity buying steps pretty clearly, and overoll he was a really good rep!

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  • G

    Gary

    1 reviews

    The price was good and the process was simple.

    The price was good and the process was simple. This is the second time I've worked with Canvas Annuity.

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  • E

    EUGENE Meysenburg

    1 reviews

    I just completed my application for my second annuity with Canvas.

    I just completed my application for my second annuity with Canvas. My main issue was the funding process. It ended up being an EFT issue at my bank; it was not Canvas's fault. Canvas kept some of my details from previous funding attempts, but I still had to enter some again. It would have been better if all my details were stored. The funding problem is why I gave 4 stars. I feel satisfied with the 2 annuities I hold with Canvas.

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  • M

    Michael Taylor

    1 reviews

    United States

    The online application was easy to use.

    The online application was easy to use. The rates are quite good. The only issue I had was noticing a mistake on the form, and I couldn't fix it.

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  • K

    Kevin

    1 reviews

    I lvoe it when folks pick up the phone

    I lvoe it when folks pick up the phone and then continue to answer queries and handle requests smoothly.

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  • H

    HOAT

    1 reviews

    I did not have oportunity to list the fundings

    I did not have oportunity to list the fundings from matured Roth annuity that I replaced with this Puritan Roth annuity. The system filled in the answers incorrectly. I did not have oportunity to review my upload the image of my signatures and initials. For the purpose of funding what is the identification or eventually the Roth policy of this application ?

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  • L

    Lay Tan

    1 reviews

    United States

    Just a small idea to help make your service better

    Just a small idea to help make your service better so people don’t feel unsure. After you get the money, could you maybe send a short email saying the $$$ have been recived? I have other annuities with another place and they do that. It helps me feel calmer knowing where my money is going. Thanks.

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  • J

    JamesJames

    1 reviews

    United States

    I tried reaching a Canvas agent to ask

    I tried reaching a Canvas agent to ask about which annuity to put on the application, and also because the account # might be wrong. Every time I call, I get put on hold and never talk to anyone. I finally spoke with someone from Puritan. They told me I would get a return call. That was 3 days ago.

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Rating on other websites

  • Trustpilot

    4.4

  • Better Business Bureau

    5.0

Business information

Category:

Life Insurance

Each brand on RealReviews.io belongs to a specific category, where it holds a position in the top rankings. The ranking is determined by various factors, such as the overall rating on the site, the number of reviews, the business's activity in managing reviews, engagement with customers, and more.

Canvas Annuity is 12 out of 32 best companies in Life Insurance on RealReviews.io

About Canvas Annuity

Canvas simplifies and streamlines savings for the future, leveraging modern technology and trusted partnerships. The company introduces contemporary annuities featuring guaranteed rates, flexible terms, and returns without commissions. By combining straightforward products with advanced technology, Canvas aims to eliminate the complexities of saving, making the process stress-free. With a commitment to transparency, Canvas ensures clients can navigate their financial future with confidence. The company's approach reflects a dedication to providing accessible and user-friendly solutions for individuals planning ahead.

Key Details:

  • Location: The company is headquartered in Scottsdale, United States.
  • Founders: Canvas Annuity was founded by Robert M Defeo.
  • Foundation Date: The company was established in the year 2020.
  • Translation language
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