Retire with confidence
We investigate hundreds of annuities from top-rated insurance companies to find you the highest interest rates, biggest payouts, and most benefits so you can retire with confidence.

We investigate annuities, so you can retire with confidence
We are independent investigators that investigate only top annuities























Hear from our clients
Rated Excellent
Rated 4.9 | Based on 412 Trustpilot reviews


Most excellent information….Love
Most excellent information….Love Annuity Gator…. “Paige” is a great teacher!
- Danny



I had a less than good results with a
I had a less than good results with a major insurance company with my retirement funds. It wasn t all their fault due to the bond market going south. But it still cost me a lot of money. I reached out to Annuity Gator to see what they had to offer. I am as skeptical because of what I had heard about annuities in general. Barry Young took me by the hand and never tried to close the deal: He was steady and reassuring from day one. I would suggest to anyone to give Them the opportunity to explain how todays annuities actually work.
- Ted



Annuity Gator STAR
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!!
- George



Feeling confident
Having NO experience with my finances as far as retirement goes, I went to a seminar with a different firm, and, found things that weren’t making me happy with them. The MAJOR problem was not being able to see where and HOW my money was working in Lamen terms. Very difficult to understand and also that there were fees in almost everything I wanted to do and another was all the paper work that needed to get done to obtain my own money. I investigated many other firms and decided that I would like to try Annuity Gator. Right out of the gate , they set me up with a local advisor that called me, went over things and made an appointment to come out to my house and, To make a long story short, Set me up with a plan that I understood, could see on my computer and actually understand what he was talking about. It took a couple of weeks to get things set up, but he traveled 45 min. to and from my place and even got on the phone with me and the banks that I wanted to move funds to and det up a steady monthly withdrawal that I was comfortable with. It’s only a start but at least I feel confident in this company that I won’t have to work anymore. I’m not rich nor will I be but I’ve always been a conservative and feel good at this move. Thank You, Jeff Blocker for being the professional you are. I look forward to a continues business connection with you.
- Wayne



I was so fortunate to have had Scott
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.
- Patricia



Explaining my Annuity
A very helpful conversation re: explaining how my annuity works as well as the pluses and minuses!
- Connie



Brett Toomey is an AWESOME financial
Brett Toomey is an AWESOME financial agent~~ I’ve purchased my indexed pre-tax dollars annuity thru him and he was patient, pleasant, informative, knowledgeable, thorough, efficient and reassuring! Now I’m getting ready to purchase my after-tax dollars indexed annuity thru Brett and looking forward to the experience … AND the peace of mind that comes with knowing I’ve been given excellent advice that assures me a steady yet available income in my elder years due to Brett Toomey & Annuity Gator!!
- Connie



Merritt Strunk provided awesome help
Merritt Strunk provided awesome help with questions regarding a competitors Annuity and never even talked about another product or tried to sell me something.
- Jeff



Excellent service
Excellent service, answered all my questions without being pushy
- Prem



Great experience – would highly recommend!
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.
- CLR



Scott Stooksbury, Annuity Research Specialist & Advisor.
Choosing a financial adviser is one of the most important decisions you can make for yourself; it is why I would recommend Scott Stooksbury to anyone who needs financial advice and want to buy financial product tailored to your needs. He is a good listener, takes the time to get to know you, and answered your questions. He provides a comprehensive current market analyses with detailed list of Carriers and their products. Scott is trustworthy and honest. He is always prompt to respond over email and phone calls. Every meeting with him has been productive and pleasant. His professionalism and empathy make him a top financial advisor. I am glad we have chosen to work with Scott Stooksbury.
- FL



The honeymoon phase was excellent
The honeymoon phase was excellent. I will review more as time go on. Sean Mason is an amazing advisor. He speaks in terms the layman can understand. He is not pushy and takes his time explaining and answering any questions you may have. He did not try to sell me on anything and let me soak in the information given and time to research on my own. He said he was there if I needed anything or had questions to give him a call. Give him a call and just talk to him about your concerns, I have a feeling you will be glad you did.
- Desiree



great experience
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.
- Janet



My advisor(Barbara Halperin) provided
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.
- Mike



Robert Baltzell was a great help
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.
- Don



I am happy we had the talk it made me
I am happy we had the talk it made me feel safe with my annuity that I did not flush my money. I also look ford ward to us talking again.
- Lonnie



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



Very informative and educational
Very informative and educational! Mike Kasich was very thorough explaining everything!! Just not ready to move forward at this time!
- Joanne



Easy to understand
Easy to understand
- Jonel



If you are a novice invester or new to retirement – this is for you
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.
- Stephen



Sean was outstanding..His personality
Sean was outstanding..His personality and patients in answer my questions was first rate..I would recommend him to anyone.
- Jon



Very helpful
Warren was very helpful and offered good information
- Andrea



Barry is a great representative for
Barry is a great representative for your company. He is patient, knowledgeable, shows empathy and has been very professional.
- Jonathan



Informational!!
Informational!!
- Chemist



I was very happy with my experience
I was very happy with my experience with annuity gator, Mark the representative I worked with was patient and just let me work through the process and answered every question, and was always available via a phone call or email to answer any questions that I had, I might add that he was prompt with his responses, even after my purchase he still continues to respond in the same manner. Great job Mark I continue to be impressed.
- Terry



Annuity questions!
Annuity Gator Team is very precise in assisting you with your needs. They take time out and answer all of your question without feeling that you are being pressured. Thanks
- Reginald



Helpful advice given
Helpful advice given, good information
- Wilson



Great
Great, he was very good .
- Customer



Very informative
Terri has a great deal of info on annuities to help with your decision to buy which type of annuity.Like he tells you he doesn’t guess, he takes hard information and drafts a plan for you.
- Guy



Annuity Gator is awesome!
Scott Plamondon has been a dream to work with. He explains everything in super easy terms. I am not very savvy when it comes to insurance, retirement plans, stock market, etc but realized at age 60 that I needed to hone my skills because no one else is going to do that for me. Scott has shown me step by step how to protect my little nest egg from rising taxes and make sure I have a tax free stream of income in my retirement.
- D.



Joshua is very knowledgeable and not
Joshua is very knowledgeable and not pushy about the subject matter. He was very pleasant to work with.
- Rick



I am a retired engineer and not that
I am a retired engineer and not that familiar with annuities. I originally chose Annuity Gator from the ethernet. I was a bit concerned that I chose wisely, as I wanted to find a representative that had my best interests as a priority. I couldn’t be more pleased with my choice. From the onset, Annuity Gator under the direction of Page Peterson has done everything possible to educate me and raise my level of confidence. As a direct result, I have contracted with Annuity Gator for what I believe is the best Annuity for my specific needs. A 5 star experience.
- Reginald



Excellent summary and interactions to
Excellent summary and interactions to date.
- Robert



Great!
Greg was great to talk to. Very informative and unbiased. Appreciate the information.
- Pat



Excellent support and knowledgeable
Excellent support and knowledgeable answers. If you want objective, fact based information, this is a very good resource.
- Apples1128!



James went the extra mile to ensure
James went the extra mile to ensure that our needs were satisfied.
- Kenneth



Great experience
Great experience. Answered all my questions.
- Frank



Marcus was very helpful in explaining
Marcus was very helpful in explaining all the pros and cons of various annuities and helped me choose the best one for me.
- Richard



Best Advice Given Hands Down
Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.
- Peter



Annuity gator has educating videos and…
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.
- Steven



Thank you
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!
- LS



Rocky was be informative and very
Rocky was be informative and very patient with my questions. He answered to my understanding and help me comprehend how annuities work. He called to check on me several times to follow-up if I had any questions. He’s been great throughout the whole process. I would recommend Rocky to anyone that was getting close to retirement and wanted to check out an annuity.
- Diane



Brian Connor was a pleasure to work
Brian Connor was a pleasure to work with.
- Barry



I had a fantastic phone discussion with
I had a fantastic phone discussion with John. He provided me with a great understanding of how annuities work.
- Catherine



Excellent
Excellent – Jerry was professional, friendly & very helpful!
- Jeff



We couldn’t be more pleased!
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.
- Barbara



David provided/explained the details
David provided/explained the details of my potential investment. He also kept our schedule promptly. Appreciate your help, David.
- Vannak



Mark Newman: Takes the complex and make it simple
I worked with Mark Newman for the first time and he took the complexity and made it simple for me. Was able to answer my questions understand my needs and put together a solution that worked for me. I ll be working with him in the future on some additional investments as he was able to build trust quickly and great follow up as well.
- Erich



Great Service from a Proffessional makes a difference.
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.
- Wayne



Steve Prce is the best “financial
Steve Prce is the best “financial person” I have ever met. He puts forth much effort and is patient w/ a novice like me. Great to work with him.
- John



Making the Right Personal Choice in an Annuity
Investigating and attempting to understand different annuity products is very challenging. So it requires a person who can help and has great expertise and is willing to go the distance, in conveying information in an articulate and patient way. And Matthew Taub is that guy for the Job ! He truly enjoys helping people. He has been so industrious, enthusiastic and conscientious in educating me on the annuity products that are tailored to my individual needs. It is so important to find the Right fiduciary willing to point you in the correct direction ! Great Experience ! Thanks Matthew . . . You are one in a Million !
- GiGi



Annuity Gator Rep. Barbara Halperin Superstar!
Ms. Barbara Halperin was personable, uncommonly professional, impressively knowledgeable, and an excellent communicator. It was my distinct pleasure connecting with her.
- Michael



I got in touch with Terry at Annuity
I got in touch with Terry at Annuity Gator, was very pleased with his knowledge of annuity I’ve had one for years with another company. Needed someone’s honest opinion about rolling it over into another . Terry took his time and went over it with me. He told me to keep what I had, not to change a thing. How many sale people would tell you that, most are out for a % for what they sell.If you need help with an annuity, please get in touch with Terry, he’s honest and trustworthy.
- J



Jerry Means did an excellent job
Jerry Means did an excellent job explaining annuities
- Dan



Dealing with Jeff Musgrove was
Dealing with Jeff Musgrove was rewarding and informative! Approaching retirement I had ALOT of questions pertaining to TSP ,Annuities and other options, he was considerate and responsive to working around my schedule. I still have him on call for his expertise as needed
- Mike



Jeff was great
Jeff was great! Taught me so much about annutities and was patience with my questions!!
- SuRo



I would like to let everyone know that
I would like to let everyone know that Sean Beckerman is the BEST!!!!! He is very knowledgeable and willing to explain what can be complicated in a way that I was able to understand. I have recommended Annuity Gator and Sean specifically to everyone I have spoken to regarding retirement. I am confident that Sean has created a plan specific to me based on the time he took to get to know me and help me fine tune my retirement goals. SEAN IS THE BEST!!!!!
- Jody



Highly recommend
David Driggers of Annuity Gator was very thorough. Great communication and promptly responded to emails and phone calls. He was available every step of the way. Would definitely recommend.
- Linda



It was a pleasure working with the
It was a pleasure working with the advisor. The advisor provided adequate information to make a decision.
- Kishore



Awesome company
Awesome company. Great experience.
- Fay



Assistance opening an annuity
I would like to thank Scott Stooksbury for his excellent service in helping me open an annuity account through the Annuity Gator website. He is thorough, thoughtful and patient. I highly recommend him.
- ron



James was quite thorough and
James was quite thorough and professional in presentation.
- Warren



I had a phone meeting with Joshua
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
- JEFF



Constructive thoughts -guidance and
Constructive thoughts -guidance and clear practical advice opening a conversation that was of Great benefit
- O.



Annuity Annual Performance
Barbara Halperin has been Exceptional revealing with my account.
- Frederic



Keeping It Simple
My advisor explained the Annuity I was interested in simple terms. He was patient. I felt I was being educated.Have not made a decision yet after 4 conversations..but that’s ok..this is important to really understand before I lay my money down.
- KAte



Concise information
We are still in the informational phase. Third meeting is going go be more definitive. I am very positive I will be going with all recommendations.
- Woody



Annuity Gator-Critique
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!
- Marvin



Great source of info and service
Excellent service, great advice. I d recommend them to anyone looking for transparent and quality annuity advice.
- Mike



My advisor – Joshua
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.
- CKwan



Mark Shelby has been very thorough!
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
- Henry



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
- Louise



Selecting an Annuity that suits your needs
While exploring Annuities, I was contacted by Annuity Gator. I was provided pertinent advice that helped me choose an Annuity that fits my needs.
- Jay



Always get a second opinion
I was given incorrect information about taxes, I m glad I didn t go ahead with the transaction.
- Mark



Very helpful always answer my call.
Very helpful always answer my call.
- rita


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Honest guidance
We give it to you straight. We don’t hide anything or avoid conversations about fees, commissions, or fine print. Our Licensed Annuity Investigators provide full transparency, answer all your questions, and give honest guidance so you can retire with confidence.
Best annuities
With our technology-driven approach, we can investigate hundreds of top annuities from multiple top-rated insurance companies. Our Licensed Annuity Investigators can help you understand your options and feel confident you have found the best annuity to financially prepare for a comfortable and worry-free retirement.


Personalization
There is no one-size-fits-all annuity. The right annuity for you depends on your goals, needs, and desired retirement outcome. Our Licensed Annuity Investigators can help you customize an annuity strategy that helps you reach your desired outcome with minimal effort from you.

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