File A Complaint

Complaint Against a Certified Annuity Advisor (CAA)

Annualife, the owner and operator of the Certified Annuity Advisor (CAA) designation and website (www.certifiedannuityadvisor.com), requires that all complaints against a CAA be submitted by contacting Annualife via email at: [email protected].

Submission Requirements

• No Anonymous Complaints: Anonymous or unsigned complaints will not be accepted. You must provide your full name and contact information when submitting a complaint.
• Email Submission Only: Complaints must be sent via email to [email protected]. Complaints submitted via U.S. Postal Service (USPS) or any other delivery service will not be accepted.
• Supporting Documentation: Your complaint, along with any supporting documents or materials, must be included in your email submission. You are encouraged to provide as much relevant documentation as possible to support your account of the events.

Disclosure to the CAA

A complete copy of your complaint, including any supporting documents or materials you submit, will be provided to the Certified Annuity Advisor (CAA) against whom the complaint is filed.

Recommendations for Filing

To ensure your complaint is thoroughly reviewed, please:

• Clearly describe the issue, including relevant dates, interactions, and details involving the CAA.
• Assemble and attach all relevant documentation, such as emails, contracts, or other materials, to support your complaint.

Contact Information

For questions about the complaint process or to submit a complaint, contact: