Canvas Annuity Reviews 453

TrustScore 4.5 out of 5

4.4

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Review summary

Created with AI, based on recent reviews

Looking at 124 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently highlight the exceptional customer service and the helpful, polite, and knowledgeable staff. Many appreciate the simplicity and ease of opening an annuity, with the process often described as quick and straightforward. The user experience, including the online portal for managing accounts and accessing documents, is also praised for its convenience and functionality. However, some people mentioned issues with the website's registration process, finding it confusing and difficult to navigate, sometimes leading to login problems. There were also concerns regarding product information, with some customers noting issues with rate increases or finding discrepancies in their account statements and tax forms. A few other people also felt that customer service was unresponsive, provided inconsistent information, or that the application process was prolonged due to missing requirements.

What people talk about most

Customer service

Reviewers highlight positive aspects of customer service, with many praising the helpfulness, patience, and... See more

Staff

Consumers find staff to be positive, highlighting their politeness, professionalism, and helpfulness.... See more

User experience

Customers consistently note positive experiences with user experience, finding the online process easy and... See more

Product

People report ambiguous experiences with the product, with many appreciating features like 10% free... See more

Website

Reviewers mention ambiguous feedback about the website, with many finding the online process easy, simple,... See more

Reviews shaping this summary

Rated 4 out of 5 stars

There are many positive things about this company, such as their good rates and good AM rating. I found out the area of the customer portal under transaction is for withdrawals, and not to view the... See more

Company replied

Rated 5 out of 5 stars

No agent required, easy online application, good rates! I've gotten two annuities from Canvas so far. Very Best Regards, Tom Scott 🗽 Author of Stack the Legal Odds in Your Favor ● Speaker ● World... See more

Company replied

Rated 5 out of 5 stars

It is designed for the individual annuity buyers. Also no middle hiding fee for the contract process. The customer no need to pay the commission fee for the deal. Also the simple MYGA products are hel... See more

Company replied

Rated 5 out of 5 stars

Of the reviews I have read, I found the complaints were targeted to the application process. I did not have any problems, followed it step by step. Only had to call about 1 issue that was totally my m... See more

Company replied


Company details

  1. Insurance Agency
  2. Investment Service

About Canvas Annuity

Written by the company

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Simple, people-first process and great rates.

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Canvas offers modern annuities that provide guaranteed rates, flexible terms, and commission-free returns.

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The Canvas Way

Written by the company

Making saving for tomorrow simple and stress-free by offering simple products paired with modern technology, and working with trusted industry partners.

Contact info

4.4

Excellent

TrustScore 4.5 out of 5

453 reviews

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Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 100% of negative reviews

Typically replies within 48 hours

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Rated 2 out of 5 stars

For 2 hours I could not get the agent!

I spent 2 hours to get the licensed agent to answem a couple of questions

18 July 2025
Unprompted review
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Reply from Canvas Annuity

Thank you for sharing your experience, and we apologize for the delay you faced trying to connect with one of our licensed agents. I’m glad you were finally able to connect with Bryson and address your questions to your satisfaction. We appreciate your patience and are committed to improving our response times, so future interactions are as smooth and efficient as possible. If there’s anything else you need, please don’t hesitate to reach out.

Rated 5 out of 5 stars

An easy and simple process, plus competitive interest rate.

An easy and simple application process, plus a competitive interest rate compared to what the current market offers.

14 July 2025
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Reply from Canvas Annuity

Thank you for the kind review, James! We're glad you found the application process easy and straightforward—and it's great to hear that our rates stood out. We're here if you need anything. Welcome to Canvas!

Rated 5 out of 5 stars

easy to apply

14 July 2025
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Reply from Canvas Annuity

Thank you for the great feedback, John! We're glad to hear the application process was easy for you. If you ever have questions or need support down the road, we're always here to help!

Rated 5 out of 5 stars

Professional Canvas agent

I want to express my sincere appreciation for Jon Vuchinich's help with changing the future fund application for my first Canvas annuity policy's maturity date. He was incredibly professional and patient, guiding me through all the dashboard tasks. Thanks to his clear explanations, I now understand that these new application documents facilitate an internal transfer of my matured policy to a different annuity plan, and that the interest tax remains deferred. Thank you, Jon!

8 July 2025
Unprompted review
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Reply from Canvas Annuity

Thank you so much for your thoughtful review! We're thrilled to hear that Jon provided such professional, patient, and clear guidance for you. It's great to know his support helped you feel confident navigating the process and understanding the benefits of your internal transfer. We’ll be sure to share your kind words with him—he’ll truly appreciate it!

Rated 4 out of 5 stars

Thank you Cynthia for all your help

It is great that a representative (Cynthia Jasso) emails us to keep the ball rolling on processing the annuities we have. Sometimes we do not realize she has sent us an email and it has delayed the process somewhat.
I called the Canvas number but did not reach Canvas, but instead Puritan Life who was unable to help with situation other than to let me know that there are only a handful of people processing stuff. I understand that completely, as a nurse we were always short-staffed. Knowing this has made me more patient with the process than I was originally. The largest frustration I had was not knowing what a "wet signature" is. Had it been defined or explained it would have saved me several days trying to find a bank (which I was unable to find without opening an account) which issued medallion signatures. So my recommendation would be for Canvas to use more simple language for folks, especially since your customers do not get to talk to a live person and have to figure this stuff out for themselves. Also, you ask to "verify email". Have no idea if this feature is working on your website. There is no message that comes up saying one thing or another.
Am appreciative of higher rates though and am willing to continue with your company. Thanks!

7 July 2025
Unprompted review
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Reply from Canvas Annuity

Thank you so much for your thoughtful and honest feedback. We’re glad to hear that Cynthia’s follow-ups have been helpful in keeping things moving, and we truly appreciate your patience and understanding—especially given your perspective as a nurse and your experience with short-staffed environments.

We also want to apologize for the confusion and frustration around terms like “wet signature” and the verification process. You're absolutely right—clear, simple language is essential, especially when live support isn't always immediately available. Your suggestion is a valuable reminder for us to make things more intuitive and transparent, and we’re actively working on improvements in that direction.

We’re grateful you’ve chosen to work with us and are pleased to hear the rates have made a positive impact. If you ever have questions or need clarification in the future, please don’t hesitate to reach out—we're here to support you every step of the way.

Thank you again for your trust and your constructive feedback!

Rated 5 out of 5 stars

Rock Star

Jose was extremely knowledgeable and patient! He’s a great asset for your company.

2 July 2025
Unprompted review
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Reply from Canvas Annuity

Thank you for the wonderful review, Jay! We're so glad to hear that Jose's knowledge and patience stood out during your experience. He's truly a valued member of our team, and we’ll be sure to pass along your kind words!

Rated 5 out of 5 stars

Mr Calm, cool and collected

Mr. Escalera is very knowledgeable and helpful. Hi answered all my questions and walked me through the process of completed my applications. He has the right disposition and ability to go much further in your company. His telephone etiquette is exemplary. Promote, promote, promote...!

1 July 2025
Unprompted review
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Reply from Canvas Annuity

Thank you so much for your thoughtful and positive review! We're thrilled to hear that Jasiel provided such knowledgeable, helpful, and professional support throughout your application process. His dedication and exceptional phone etiquette truly reflect the values we strive for. We appreciate you recognizing his potential—and we couldn't agree more!

Rated 5 out of 5 stars

Our agent Jasiel Escalera was excellent…

Our agent Jasiel Escalera was excellent and made the process fo both redeem our policies and open new policies a breeze. Thank you Jasiel!

9 June 2025
Unprompted review
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Reply from Canvas Annuity

Thank you for the wonderful review, Gary! We're thrilled to hear that Jasiel made the process so smooth and easy. That's always our goal! We'll be sure to pass along your kind words, we know he’ll really appreciate them. Thanks again for choosing Canvas!

Rated 5 out of 5 stars

It’s been a pleasure working with…

It’s been a pleasure working with Bryson!

27 June 2025
Unprompted review
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Reply from Canvas Annuity

Thank you for the kind words, Jey! We're so glad to hear it's been a pleasure working with Bryson—he truly takes pride in supporting our clients. We'll be sure to share your feedback with him!

Rated 5 out of 5 stars

I spoke to Bryson on the phone

I spoke to Bryson on the phone, he did a solid job explaining the pretty confusing annuity purchase process, and all around a great representative!

24 June 2025
Unprompted review
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Reply from Canvas Annuity

Thank you for the great review! We're so glad Bryson was able to guide you through the annuity process and make things clearer. It’s always our goal to provide helpful, straightforward support—especially with something as important as an annuity. We’ll be sure to share your kind words with him!

Rated 5 out of 5 stars

Simple online application

Simple online application

24 June 2025
Unprompted review
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Reply from Canvas Annuity

Thanks for your review! We're glad to hear the online application was simple and straightforward—exactly what we aim for. We appreciate you choosing Canvas!

Rated 5 out of 5 stars

We are experienced annuity investor's

We have over a dozen fixed rate annuities that we have constructed over the last five years. All of these were constructed with an agent some of the experiences being just OK, when we found a different agent the experiences became much better. Our most recent annuity I constructed as a direct to consumer with canvas. I found the entire experience to flow really well. Furnishing virtually all the info we would normally give to an agent who had to pass it along we simply furnished direct to canvas. Process was quick and we were totally comfortable furnishing the info as process was so much the same as when we used a commissioned agent. YES, our next annuity will be direct to consumer and most likely with Canvas.

17 June 2025
Unprompted review
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Reply from Canvas Annuity

Thank you for sharing such thoughtful and detailed feedback, Glenn. We're honored to hear that your experience with Canvas stood out—even compared to working with agents in the past. Making the process smooth, secure, and comfortable is exactly what we aim to deliver for our customers, and we're thrilled to know it all flowed well for you. We're grateful for your trust and look forward to helping you with your next Canvas annuity when the time comes!

Rated 5 out of 5 stars

JON and his team went the extra mile

JON and his team went the extra mile, He helped me with my transfer and he did follow up. Thank you JON!!!

20 June 2025
Unprompted review
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Reply from Canvas Annuity

Thank you for the kind words! We're thrilled to hear that Jon and the Canvas team went the extra mile to support you. We'll be sure to pass along your thanks—he’ll be glad to know his follow-up and dedication made a difference. We appreciate you choosing Canvas!

Rated 5 out of 5 stars

Easy Application and helpful phone calls

Application on line was easy. I also called and had questions answered by a real person before completing the application. The agent also emailed funding details to me as requested.

20 June 2025
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Reply from Canvas Annuity

Thank you for the great review, Rick! We're happy to hear the online application was easy and that our team was able to answer your questions and provide the funding details you needed. It's important to us that you feel supported every step of the way—thanks again for choosing Canvas!

Rated 5 out of 5 stars

Easy to understand products

Easy to understand products. Easy application process

17 June 2025
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Reply from Canvas Annuity

Thank you so much for your feedback! We're glad to hear that you found our products easy to understand and the application process smooth. Making things simple and straightforward for our customers is what we strive for—so it’s great to know that came through in your experience!

Rated 5 out of 5 stars

This is my 3rd annuity with them

This is my 3rd annuity with them. The process is very easy. I love the low minimums and great rates.

12 June 2025
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Reply from Canvas Annuity

Thank you for your continued trust—three annuities with us is the highest compliment! We're so glad to hear the process has been smooth and that you're enjoying the low minimums and competitive rates. We're grateful to have you as a valued customer, Jeff!

Rated 5 out of 5 stars

Bryson

I just had the pleasure of working with Bryson. he’s very professional and knowledgeable and makes sure all of my requests are completed in a timely manner. I appreciate you Bryson

11 June 2025
Unprompted review
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Reply from Canvas Annuity

Thank you so much for your kind words, Tony! We're thrilled to hear about your positive experience with Bryson. He consistently goes above and beyond to support our customers, and we’re grateful to have him on the team. We’ll be sure to pass along your appreciation!

Rated 5 out of 5 stars

Good product and service.

Very easy to apply the MYGA. The service is greatly appreciated.

4 June 2025
Unprompted review
Canvas Annuity logo

Reply from Canvas Annuity

Thank you for your kind words! We're so glad to hear that the Canvas Annuity application process was smooth and that our service met your expectations. We truly appreciate your business and are here for you anytime you need support. Welcome to Canvas!

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