The CAA directory is a verification tool, not a browsable list. To protect our advisors, you confirm a specific person you are already talking to. Enter their exact first and last name, or their CAA ID, to check that they hold the designation in good standing.
The whole point of the Certified Annuity Advisor designation is that you do not have to take anyone's word for it; you can verify an advisor's insurance license through your state's department of insurance.
Search the public CAA directory by name. A designation you cannot verify in a public record is not much of a designation.
Confirm the advisor's state insurance license and National Producer Number through your state's department of insurance. This is the one thing a bad actor cannot fake.
Searching for an annuity advisor near me is really a licensing question: check that the CAA is licensed to work with you where you live. Most annuity work happens by phone or video, so their office does not need to be nearby.
Speak with a CAA and we will match you with a verified Certified Annuity Advisor licensed to help where you live. The match is free, and the decision stays yours.
Call answered by a licensed advisor, with a follow-up in under 60 seconds during business hours.
