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What is a CAA Why review first How it works Annuities 101 Find a CAA

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Speak with a CAA What is a CAA?

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The Certified Annuity Advisor designation. Learn what the credential means, why to have any annuity reviewed before you buy, and find a CAA you can verify by name.

The designation

What is a CAA?
Why review first
How it works
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Annuities 101
Speak with a CAA
Contact

Trust

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About CAA

Important disclosures. Certified Annuity Advisor is an educational platform operated by Financial Planning Institute. It is not a financial advisory firm and does not provide personalized financial, investment, tax, or legal advice. Guarantees are backed by the claims-paying ability of the issuing insurance company. Annuities and life insurance are not bank products, are not FDIC or NCUA insured, are not guaranteed by any bank or government agency, and may lose value in the case of certain products. Product and rate availability varies by state. Rates shown are examples, are not offers, and are subject to change.

Not financial advice. Nothing here is investment, tax, or legal advice. Consult a licensed professional and read any product's disclosure documents before purchasing.

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