Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.

Due to the current economic climate, my IRA had lost more than $100,000. I needed to stop the bleed. I was interested in Annuities because i heard you never lose money. I started to research different companies and that is when i Met Jason Siebert with Annuity Gator. I explained i was new to the world of annuities. Instead of being pushy like another annuity salesman i ran into, Jason took his time over the course of six weeks to educate me. What a treasure. I entrusted my entire retirement savings to Jason and he was able to replace the amount I had lost in the market. Thank you Jason for the ease of mind.

David was extremely helpful from start to finish. He explained and gave me time to think and ask questions . No rushing . Extremely personable. Did all the work for me . Keep me abreast of where we were in the process. I am very happy Mr David Smart was able to consolidate and set up an annuity that will meet my needs. I would definitely refer to Annuity Gator .

Adam Grubius did a good job of explaining how various annuities could help me lock in some of the market gains in my rollover IRA. Thanks, Ed Walton

The have given prompt attention to my questions.

Paige is wonderful. She explains everything no matter how long it takes. She is very knowledgeable about annuities and other financial areas. We are so glad we found her.

Annuity Gator was very educational for me, and ultimately I bought an annuity through Greg Ferguson I’m very happy with (and just before the market crashed!)

I m absolutely pleased to work with Cal Menzies, and had him as my Annuity Advisor. He was truly focused on my needs, he did an excellent follow up to make sure all was done properly and on time. He worked hard to find the best product for me and get my benefits when I needed it. He was very professional, showing that he cares about every aspect of her job and his clients. Thank you Cal for all your attention. It was a pleasure working with you. I sincerely thank you for the time we have worked together. We continue in contact! I would highly recommend Cal Menzies to anyone who is looking for Annuity investments.

Ryan was extremely helpful and I learned a lot about annuities from our conversations.

Great resource for professionals in the financial services industry. Great sounding board.

Excellent information provided by Barbara regarding a variety of annuities/fixed index annuities!!

Annuity Gator connected us with a real find, Sean Mason from Fresno Financial advisors. Sean is extremely knowledgeable, thoughtful and trustworthy, the exact type of professional we search for when it comes to consultants, from doctors to finance. Since we made contact with Sean via Annuity Gator a couple of months ago, we have established a wonderful working relationship with Sean and his great staff and completed several major transactions. We couldn’t be more pleased. Thank you, Annuity Gator.

Paige Peterson is a very helpful Financial Advisor.

David Driggers, An agent with Annuity Gator has demonstrated through his performance to be very knowledgeable of the many aspects surrounding Annuities; He carefully determines ones’ goals, researches the most beneficial polices that meet those goals, honestly communicates the positive and negative features to consider, patiently explains and answers all questions and generally works fiduciarily in the interest of his client. One can definitely feel confident in his representation.

After contacting you, I was put in touch with Wendy Pyne who did an excellent job of helping us find the right annuity for us.

I am not an annuity fan but I must say the information garnered from your reps has got me seriously thinking about putting some of my money into an annuity.

I was pleasantly surprised at my online experience which led to a very favorable call with my agent, Cal Menzies. He surpassed every expectation as far as his knowledge of the products I considered and recommended the best option for my needs. I never felt pressured and I am now set for the remainder of my retirement years. Highly recommend him! AG is fortunate to have someone like Cal to represent them!

I was so fortunate to have had Scott Plamondon take me as his client. He is so knowledgeable and experienced in all aspects of financial planning not just annuities. He has guided me through an extremely tough situation for which I am eternally grateful.

Bill is fantastic. Patient, informed, and experienced. This is a zero pressure, educational process. Very impressive organization.

Before I contacted Joseph, I knew nothing about annuities & was very sceptical of this product. After speaking with him & reading his book, “Wealth Compounded”, I feel much more at easy concerning fixed & indexed annuities.

I am new to your program, but the overall-content is really good. Love the case histories & asking for permission with a prospect to tell some personal stories. I would give it a 5-Star except some people are not muted & the volume seems too low to sometimes not hear everything that is being discussed. Love the weekly feedback! Keep it going!

Isaac Tetley has been very helpful and has taught me some things about annuities. I plan to do some business with him.

Ryan is very informed with annuity options and was very helpful to me. I am just not ready to retire at this time.

Ms. Barbara Halperin was personable, uncommonly professional, impressively knowledgeable, and an excellent communicator. It was my distinct pleasure connecting with her.

Mike was so responsive and helpful in educating us about annuities and providing us with four possibilities to meet our needs. We definitely recommend him as a CFP. If you re looking for a greater array of products, a licensed broker might be better. Depends on your needs.

William is a trustworthy guy, taking a lot of time explaining to me the ins and outs of the product we chose. He sifted through several annuities to arrive at the perfect fit. I never felt pushed or “sold”, and the transaction was smooth and quick.

I knew I wanted the security of an annuity, but did not know much more than that. Annuity Gator and my agent, Toney Sebra, guided me through choosing the right annuity for me. Toney was extremely helpful in setting up the purchase and funding of the annuity. I am so pleased that I now have the security of guaranteed lifetime income.

8/28/2020. Annuity Gator provided me a place where I could go to get the answers I needed. Mark Kenny who is a licensed Annuity advisor & part of their research team was quick to help me who truly dedicated his time & effort to give me a broad understanding about my annuity. He is extremely knowledgeable & very professional. I highly recommend MARK KENNY to anyone seeking how annuities work & what to expect thru understanding yours.

Cal was on time with every conference and addressed each question with an understandable answer. He came up with an annuity of which I had no prior knowledge.

My advisor, Wendy Pyne, was outstanding. She spent hours with me patiently explaining the different products on the market and walking me through the unfamiliar terms and concepts used in the annuity field. Very knowledgeable! Ms. Pyne then spent additional hours helping me find the right product for my individual needs. Could not be happier with the service I received

Very informative.

Doug is very well versed and explains things very well.

informative interview. Jeff Katz was great, just think I started looking too soon. but knowledge is golden.

Kenneth Anderson offered excellent service. He’s very professional and very informative.

Initially I was very skeptical concerning FIAs, how they worked and fit into my retirement plans. I had no idea what to expect, thought it was all fancy sales hype. I reached out to a few financial planners with various programs but not sold on the proposals. I did my homework, contacted Annuity Gator for their take on the subject which connected me with Joshua. After a few meetings, reading through his book things started to make sense. Joshua was straight forward answering any, all questions about the products available to me with great patience. We continued to meet for almost a year before coming up with a solution that fit my goals, decided to include my pension, 403B funds into two products to supplement Social Security at retirement. Joshua was on top of all the products available, ratings and felt my best interests were met. Joshua ran down all the numbers, options and went with guaranteed payments for life, a legacy option. Both FIAs together provided the shortfall I was looking for which included beneficiaries. Joshua was great to work with, would highly recommend his services.

One on one service with a knowledgeable person who listened to my needs and concerns. I was furnished many options and after several meetings and countless emails, I could weed out what was not the right options. Then Andrew let me know his evaluations on what was still on the table. I never felt rushed nor pressured into anything. I feel my retirement plans are taking shape. I will contact Andrew / Annuity gator when phase two is to be put into motion.

The following is an evaluation of my experience with Jason Seibert of Annuity Gator Involving the acquisition of an annuity. My assessment of the services provided by Mr. Seibert is that they were exceptional in all aspects. He was extremely knowledgeable and absolutely professional. Additionally, it was obvious from our initial conversation that his genuine motivation was the provision of appropriate options tailored to the specifics of my rather complicated circumstance. Most impressively, Mr. Seibert did not focus on selling me. He spent the vast majority of our time listening . After careful evaluation he provided several choices tailored specifically to satisfy my requirements. In closing I can say that with Mr. Seibert s assistance I am absolutely confident that I made the right choices.

Sean Sparkman started with an education illustration on different types of annuity products. This overview gave me the confidence of choosing the best product for myself. Sean’s professional knowledge and listening skill were what I needed.

Excellent information, explained well and no pressure.

Very professional and very little pressure.

Robert was very professional and patient with me as he took time to answer all my questions. I didn’t feel any pressure just enlightened. It was educational and he provided me with information to make the decisions needed for my financial future. He was knowledgeable of the various ways to grow my financial nest egg utilizing annuities that have a built in guarantee as well as pointers of how to protect it as much as possible from unnecessary taxes all of which is important so that I don’t out live my money.

Barb was helpful, honest, obviously loves the subject-matter, and is very personable to talk to.

I feel I have a better of understanding of annuities with the help of Annuity Gator. I was hesitant to try an annuity because of things I had heard in the past. Now I think annuities have evolved for the better given the advice of financial advisors who help you focus on how the right annuity can help you achieve your goals in retirement. All of my questions were answered promptly. And I know the importance of reading and understanding all of the fine print in the contract.

Excellent summary and interactions to date.

Excellent support and knowledgeable answers. If you want objective, fact based information, this is a very good resource.

Great experience. Answered all my questions.

Informational!!

After talking to the gentleman about My up comming retirement I figured the information I was told would not work more than a few years at best.

Outstanding Knowledgeable No hard sales Comprehensive Personable

Knowledgeable on the subject . Help customer find the right product for her/his conditions . Willing to compare and find the best to fit the customer’s needs. Always prepared for online meeting with remote customers .

Warren was very helpful and offered good information

Jason made everything make sense and way easier to understand.

I had been searching internet for information on annuities and working with two other advisors. When Annuity Gator contacted me, I knew almost immediately I was on to something. He listened to my circumstances, asked a lot of questions and even reviewed the other suggestions I received. He just knew what I needed, explained very thoughtfully and thoroughly. And I do not have a great deal to invest. But Annuity Gator’s Advisor knew just how to help me retire at 65 and provide for my disabled Son. I am so thankful to my Advisor and Annuity Gator! I never thought it was possible. Thoroughly professional and more helpful than anyone!! Great decision!

I received much good information to think about during our conversations.

Scott was very knowledgeable and explain annuities where I could understand. It was very pleasant and helpful on the phone and I would recommend him.

We worked with Cal Menzies at Annuity Gator. Cal was a pleasure to deal with and very informative and patient with all of our questions! We plan to continue to call on Cal for any future annuity needs. Highly recommended.

Jason Siebert is the man who you need when you consider retirement period! I m sure because I ve done my homework A year ago, when it became obvious to me that I would have to retire prematurely, I started my journey in search of retirement education and a financial advisor. I read many articles, I attended many retirement workshops, many webinars; I was meeting and conversing with many financial advisors local, throughout the country, in person, over the phone, virtually… My torment ended a couple months ago when I came across Jason Siebert with Annuity Gator. After he understood my financial needs, Jason revealed to me, using parallel comparisons, of what many brokers were offering, was without a doubt, not the best solution for my retirement goals. In just 2-3 virtual sessions with Jason, I learned more from him about annuities, retirement products, and my retirement options than I learned from others in a year. So, now I have the financial advisor. Thank you, Jason!

Excellent service, answered all my questions without being pushy

We were greeted with very knowledgeable people willing to answer a lot of different questions on a level people can understand Thank you all and we are not done yet we may need your help very soon again

Mike was absolutely terrific! He walked me through everything & just sat back & let me make my own choice.

I ve worked with Terry for almost three years now and consider that s he s done an admirable job. He s answered all my questions and preempted many many more. My wife and I feel quite secure in the fact that the money we ve invested via Terry s recommendations will pay dividends in our retirement. More importantly, we can think about enjoying these next few years prior to retirement than wonder we ve set aside enough for a comfortable retirement. I can wholeheartedly recommend Terry if you re serious about your financial future and want to work with an honest straightforward individual who s interested in your financial success rather than maximizing his own profits.

Great, no sales pressure very informative.

All my questions were answered and I shopped siffernt annuities for a while.

Cal Menzies was the best! Clear, concise, and very communicative. Sold good product that will help me in retirement.

Lots of great information and very helpful in reviewing my current portfolio and provide options.

Merrit Strunk was great. He took a lot of time explaining different products. He was very knowledgeable in annuities. Was not pushy at all. Very good experience

I have had the pleasure of working with Barbara Halperin on finding the best annuity for my needs and retirement goals. She made me feel comfortable and confident almost immediately. Her professionalism, extensive experience, and ability to not only give me multiple options to fit my situation but also explain it all in a way that I can understand is really unmatched and truly appreciated!

I was unfortunate to have had a very unqualified & dishonest financial advisor for my IRA investments including my Annuity. I was recommended by Fidelity to contact Annuity Gator for advice. I am fortunate to have been connected with Merrit Strunk as my advisor to advise about my inappropriate Annuity. He has shared his knowledge, expertise, & sincere caring attitude & attention to my situation. I am very grateful for his professional advice. Thank you!

very friendly honest and gave great advice on what was the best option to take in a bear market

I really liked the person i was working with. He was knowledgeable, friendly and responsive.

Jeff help me a lot and guide me to choose the right annuity plan based of my current status and for my future retirement income.

Scott was very helpful in clarifying how the Allianz 360, ABC and the F&G Power Accumulator 7 might work or not for my particular situation. He speaks in a language that is understandable to lay people such as myself.

Excellent inf with no sales pressures .

Terry Ciotti was available as scheduled and forthright with his recommendations. He fielded questions effectively and gave me assurances in the products offered.

Working with Cal was fantastic. We did talk to other representatives from other companies and he was by far the best. He had a lot of patience with us. Never pushed us and provided all the information that we need, asked about our goals and was always there to answer any question we had.