The Certified Annuity Advisor (CAA) designation is awarded to professionals who have completed specialized training in annuity-based retirement strategies. Advisors with this credential understand the different types of annuities, how they work, and how to align them with a client’s goals for income, risk management, and long-term financial security.

At The Wealth Defender, the CAA designation strengthens our ability to design reliable retirement income plans. It ensures that any annuity recommendations are based on deep product knowledge, ethical considerations, and a commitment to helping clients create stable and predictable income throughout retirement.