Jeff was knowledgeable, helpful and above all, a good listener. He took the time to understand what I am/was trying to accomplish and after our initial discussion, he came back to me with a plan that provided the solution I was looking for.

James was quite thorough and professional in presentation.

Very knowledgeable. Good professional advice.

Great service,very friendly and knows what he is talking about

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

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.

Tony help me transfer my 401k to annuity. Very much recommended

Robert is very knowledgeable and listebed carefully to my concerns and answered my questions.

Scott P was was excellent. Knowledgable and supportive, thank you!

I received great ,knowledgeable information from them.Helped me understand my current Annuity Policies

My wife and I have been working with Lance Riddle the past few months. He has been very responsive and professional. When we had questions and needed help he was quick to reply We felt very comfortable with his suggestions and recommendations. We ended up purchasing 5 different annuities while working with him.

We met Joshua Schlinsky through annuity gator while we were working through some annuity options. Joshua educated us on some annuity options that were a good fit for our specific needs. He made the process comfortable for us as we worked towards the option that was the right fit for our situation. We are very happy with the annuity option that Joshua helped us choose. Joshua made this a positive experience for us.

Ryan took the time to educate me about all the different types of annuities and made recommendations based on my needs

Russ was great. Very knowledgeable and nice guy!

No pressure and very informative.

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.

Larry has been very informative

Very informative, this company teaches people and breaks down the confusion regarding annuities. They help you to find the RIGHT annuity for you and your goals. I highly recommend this company! Louise F

I had been looking for an annuity to invest in, but didn t have a clue where to go and who to contact. The representative assign to me was very instrumental in presenting and explaining the process and earnings potential. He also described the different options I had with the one program I purchased. I was pleased with his customer service and allowed me to ask a million questions and have some time to think about this before I made my decision. I am putting away a large amount of money for my future economic welfare and I believe I chose a good company to do it with. I m giving them 5 Stars and am optimistic to see my earnings potential after this first year.

Mark Shelby has been very thorough, and provided tax and other information that clearly we were not anticipating on our own. He has been a tireless and informed information provider for our unique circumstances! Thanks for all your assistance!! Henry and Lisa Austin

Ryan McNeill is an Excellent advisor! He very patiently and clearly guided me through annuities helping me understand annuity terminology and policies. He is very professional as well as friendly, patient and positive. He is a pleasure and a real asset to Annuity Gator!

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.

Jason was super patient and took the time to explain our various options, based on our particular situation. Would highly recommend him!

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

The advice that I received from Joshua Schlinsky was much appreciated. Rather than pushing advice which would result in an annuity sale for him, he counseled me to stick with the annuity product that I was already in. He also provided me with a book that he has written that contains some great overall investment advice.

I worked with Mark Newman. When I first spoke to Mark, I didn’t know anything about annuities. Mark was knowledgeable and explained everything clearly. He helped me select the best one for me, then kept me updated on the progress in opening the annuity.

Explained very well.

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

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 .

Service rep Jeff Woodard was so helpful. He made the entire process so easy to understand. He was friendly,patient, and gave me the feeling that he was working for me, to try and get a good product within the constraints of my own personal financial situation.

Paige Peterson is a very helpful Financial Advisor.

Casey Madden was informed, caring and just what I needed.

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

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

Worked with Joshua Schlinsky back in Q3 2022, and we did our annual review this year. I found him patient, a good listener and most important, giving me a sense of an advisor who projected a fiduciary perspective towards my situation with knowledge of products towards a modeled solution. AnnuityGator is fortunate to have him as an asset to help folks on some financial planning.

Jeff was thorough and presented options objectively to suit my needs. There was never a pressure to sell, which I appreciated the most.

I retired rather sudden in Jan 2024 with no planning or education of retirement finances other than you are not as agressive in retirement. I reached out to a number of people on the internet and this one guy- Sean Sparkman has been outstanding. I have been moving slowly because I have to know and understand the issues. He has shown great patience with me. We have talked weekly for most of 5 months and we have started working the plan.He has never hurryed me or tried to move me ahaed till I was ready. Most other folks gave me a call or two and if I was not ready to sign something, they moved on. He has helped educate me and answers my questionss and just does not tell me what I want to hear. I never belieced I would deal with someone over the internet instead of local, but here I am eating those words =that is how happy and satisfied I am with Sean. This is a top reccommendation to try and get with him. He will help you get to where you WANT to be and in YOUR timing. This guy is not looking for some quick sales commision and run. You will be very glad if you seek him out.

The person I am in contact with is on target for everything. He keeps me informed, answers any of my questions fluently. He doesn’t treat me like any questions are foolish or not necessary. He helps me with communication if needed on the computer. His name is Michael.

Awesome and very informative!

Robert Baltzell was a great help explaining the type of annuity I had been sold by another agency. He went above and beyond my expectations when contacting Annuity Gator.

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.

The advisor you put me in touch with (Barb Halperin) was very knowledgeable and helpful. She answered all of my questions and offered me three attractive options. Unfortunately, due to restrictions on my existing 403(b) plan that prevent me from moving money out of it while I am still actively working, I am unable to take advantage of the annuity options she offered until I actually retire or leave my job. I definitely plan to reconnect with her when that happens.

Barbara provided a broad array of information and alternatives for me that I could not have researched and gotten on my own.

I had a phone meeting with Joshua Schlinsky. He is extremely helpful and knowledgeable on the subject. He was very patient with all my questions about annuities and answered all of them. He is very good at what he does. I have decided to go another direction with my savings but Mr Schlinsky would be someone I would highly recommend to my friends and family. Thank you, Jon Jeffery Tyler

Jason is an excellent advisor. I had a lot of support when most needed.

Appreciated the in-depth review we received and especially the detailed data analysis and summary of our path forward thru retirement.

Mike explained very detailed and thank you

The agent was very respectful and knowledgeable regarding annuities. Since I had read Bank on Yourself by Pamela Yellen, it was easy to discuss the issues regarding annuities. There is a sense of security in listening to someone who knows what he is talking about void of ego.

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

Terry was very helpful explaining the options I have and how each one works in general and also specific to my situation. I will review his information and go over it with my wife. Just not sure if this is the time for me to commit yet since I do have other income sources currently filling any potential gap, but I can see where a FIA would be perfect for me if one or more of these sources were interrupted and a gap materialized.

i had a very good experience working with Rick Sparkman… I was rather gun shy about attempting to search out another annuity, since my first encounter with annuities was with a financial advisor who knew little about the products and had very limited offerings.. Rick opened the gates to the many types of annuities that Annuity Gator has available.. Although, I thought the evaluation of these annuities difficult.. he made it seamless.. explaining to me which one best serves my needs.. I would recommend Rick to anyone interested in using annuities as another investment tool.

We worked with Mark Newman. From our first phone call to the final decision on investment Mark was the utmost professional. He was extremely helpful, knowledgeable, and courteous throughout the process. Mark listened to everything we had to say, provided us with options, and answered all of our questions. We felt comfortable and confident in our decision and would recommend Mark to anyone looking to invest in annuities.

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.

Jason Solomon is very informed and professional, he helped me through the entire application process with great expertise. His level of communication was great. I will highly recommend him to my friends. Thank you so much Jason.

Eric and Terry were very educational, patient and thorough in there explanation of what our existing annuity works and offered a solution that made sense.

David was knowledgeable and forthright in his suggestions for the best plan for us.

Annuity gator has educating videos and articles for you to make decisions with out trying to sell you products, I was paired up with a wonderful money manager to talk with and go over several different plans for my wife and myself. Again no pressure to buy anything. This is a good tool I wish I found it years ago.

Very good service and very informative.

My advisor(Barbara Halperin) provided me with appropriate educational material which enabled me to make an investment decision by selecting an appropriate annuity which meets my needs. She also helped me by assisting me in filling out all the required paperwork. I felt that my advisor was easily available to answer all questions with expertise and patience. I will certainly recommend her to others.

Great service, help, and content in your webinars……very helpful!

Very knowledgeable on products available.

Easy to understand

Listened well and put me in touch with a great advisor who was able to meet my needs.

Outstanding service and knowledge base by professional staff. Extremely helpful in delivering quality assistance.

Helpful advice given, good information

Mr. Driggers’s strongest positive trait was his desire to please the client. He seemed very motivated to do that. He also seemed knowledgeable about the topic and the products available so he could offer good choices of products. Overall, I thought he did a very good job. I might attempt one constructive general comment that goes beyond Mr. Driggers. Personally, in my 74 years of life, I have never encountered an investment advisor, financial counselor, insurance salesperson et al. who listened to the client – except for one. They all talk a lot, often very amiably, but never really listened to me. This one individual who did listen sold insurance, and he was indeed unique. When he meant with us, the first thing he said was something like, “How are you doing? Tell me about yourself and your family. What are you thinking about? What are your needs and concerns? Why are you thinking about buying this product? And then he would listen and listen, taking a few notes, asking follow-up questions that, in retrospect were quite relevant to the business at hand. We ended up buying a large insurance policy from him, and remaining loyal to him until he retired. He apparently was quite successful as we received notices of the rewards and promotions he received. I am not a financial advisor. I don’t know much about it. But as a client, it makes sense to me that listening, asking appropriate questions, and trying to understand the clients needs, concerns, biases, feelings, and so on would be very important. Mr. Driggers did a fine job. If these comments are communicated to him, I hope he will not be offended but take them as an attempt at constructive ideas from a satisfied client.

I had a limited knowledge about annuities and wasn’t sure if they were a good fit for my portfolio. I submitted an request to Annuity Gator for more information and was assigned to Barry Young. Over the course of several weeks and through several video conferences Barry exposed me to various companies and took the time to patiently explain pros and cons of each. He never tried to push one company over another but through talking and reading downloaded material I became comfortable with what would be a good fit for me. He also introduced me to Gradient Investments who handle the managed side for investing and between the two we came up with a workable plan for my portfolio that I could be comfortable with. I highly recommend working with Annuity Gator for developing a comprehensive plan that will weather any economic climate.

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.

Sean is a wonderful young man who is a straight shooter. He is honest and clear, able to take the time to explain all that we needed. He teaches about different types of financial plans, and he actually follows up, by calls, emails and texts! Thank you!!

Hi, it was nice to talk business with Casey, he was able to explain about annuities and was clear about the various options that we have as we prepare for our future as retired folks. We hope that we can work with Casey going forward and develop a nice balanced plan. Thank you

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.

Very informative and helpful.

My wife and I went to Annuity Gator to compare what we already had in our Annuities with other Annuities because we weren’t happy with our pay out. We contacted Darryl Stein with Annuity Gator and I must say that Darryl was the difference maker for us, He wanted for us what we wanted and that basically was to get the most out of the money we had invested. He was proffessional throughout the whole process, got us twice the payout we were going to get with our previous annuity. When we were ready to sign the documents he came to our house and went over everything including setting up the websites with the new company we invested in. To put it simply Darryl was great and we are very happy with our annuity that he set up for us.

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!

The adviser was knowledgeable and answered my questions thoroughly without attempting to sell anything.