We’re dedicated to supporting you as you help your clients protect what matters most.

New annuity sales

For assistance with new or pending applications or to learn about available products and services, please contact the internal Schwab Annuity Specialist support team:

• Phone: 888-667-2145, Option 3
• Hours: Monday – Friday, 9:00 a.m. – 7:00 p.m. CST

In-force annuity customer service

For submitted annuity applications or existing annuity contracts, please reach out for assistance:

• Phone: 888-667-2145, Option 2, then Option 1
• Hours: Monday – Friday, 7:30 a.m. – 5:00 p.m. CST