I have been following Annuity Gator now for several years so by the time I was ready to discuss annuity’s with a broker I felt very comfortable understanding the different types of annuities available in the marketplace. What I really liked was the broker that was introduced to me through AG. As he evaluated my current financial scenario he actually realized I did not need an annuity. I decided to get a small one just as protection in the future of some of my retirement funds. The whole process has been very professional. Thanks AG!

Russ was great. Very knowledgeable and nice guy!

No pressure and very informative.

Jerry Means did an excellent job explaining annuities

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.

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

Barry explained everything! He had patience and took his time to make sure we didn’t feel rushed or obligated at all.

The have given prompt attention to my questions.

Seemed very impersonal and intrusive

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.

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

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.

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

It s fair to say that annuities can be complex products. For the average consumer, myself included, understanding their structure is not easy or intuitive. This is where a good advisor can make a difference and Barbara Halperin is an exceptional advisor. Barbara is able to deconstruct these products in a manner that allows them to be understood in terms that are meaningful and relatable. She was clear, concise and patient while we worked through the selection process. Her expansive knowledge and thorough understanding of the Annity Gator products enabled me to make informed decisions on the options that were best suited for my retirement goals.

Barbara and Terry were excellent and helped us a lot. They were very knowledgeable and patient with us. Thanks Dale and Liz Nuzum

Of the past fifty-three years in working with brokers and sales reps, Matt was the most patience and thorough in helping me invest my little nest egg. No pressure and he listens to my concerns. Highly recommend!

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.

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

it was a tough road to hoe but jeff woodard was on top of it every day. Always responded to emails and phone calls

I was fortunate to have found a person that I could trust with my money. Mr Soloman is highly recommended.

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.

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

We enjoyed speaking with you and learning about your products.

I was working with Marcus. He is great at listening to your particular situation, since all potential clients requirements are not the same. He was informative, not pushy, educational, not aggressive. Just the type of representative in which I want to do business. Work with Marcus, you will be happy you did.

Toney listened to what my goals were and then did the research to find products to meet those goals. Plan came together perfectly.

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

Very good service and very informative.

Well researched and helpful information.

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.

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

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.

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

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.

Jeff was a great guy to get information regarding annuities. He did research for our fafamily

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.

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

I’ve been working with James Ault. He has been GREAT! Answers all my questions. Follows up as needed. Timely, knowledgeable, and friendly. I look forward to continuing to work with him.

Very knowledgeable and solid advice. Great to work with. Very helpful.

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

Worked with Ken Anderson from NJ. He walked us through the entire process, was very professional and we feel he advised us properly. We committed to an annuity that fit our particular needs, investing a lump sum , choosing to wait 4 years to start our withdrawal and feel the value is acceptable with the investment we made. We would highly recommend Annuity Gator, and especially Ken Anderson.

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.

I was extremely impressed with the knowledge and expertise of my advisor. He made me feel confident and secure in allowing him to prepare a retirement plan to exactly suit my needs. He listened to all my concerns and offered excellent advice

Possibly because I had rolled over a 401K to an annuity, I had begun getting a lot of other annuity sellers’ emails. One of them was Annuity Gator, but I did not know what they did. I realized that my annuity was not going to provide an income stream for 10 years so I contacted the “salesman” who sold me the annuity and I got nowhere. It took several phone calls to get the situation looked at and 4 months to get an answer. It was then I contacted Annuity Gator, but they wanted me to talk to one of their national representatives. I asked them to give me a local representative and that’s how I met Eli Mitcham over the phone. It was he who worked with me through the process which was difficult. After a lot of email correspondence and a lot of time, Eli’s diligence to undo the financial mess I was in paid off. His knowledge of the business is admirable. Eli is a knowledgeable and honest person and that is an awesome combination.

Donna was there with me every step of the way. She was very thorough about all the products and services available. She made me feel like I made good choices and know she will always be there for information and support.

Marcos is excellent. Very knowledgeable, and explains all products in simple terms. Answered all questions, explanations made simple.

John Montoya shared information that I did not know. He was also clear and concise in his communication with me. I am currently waiting for him to get back to me with advice to accomplish my goals.

It was a pleasure working with Mr.Driggers. He gave me annuity options to consider and never pressured me to buy. He kept me well informed through all through the application process and transferring money. He was always available to talk or text. Although he is located in a different state than me, he was easy to work with. I can vouch that Annuity Gator is not a scam, but the easiest to work from the several financial advisors I had also talked to.

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.

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

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.

Excellent support and service. I would highly recommend to anyone that needs an annuity.

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

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.

Best annuity adviser . Deep and wide knowledge . Amazing analysis software for different annuity products.

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!

Mike explained very detailed and thank you

Our experience with Barbara Halperin was 5 stars due to the professional presentations of the subject matter, the verbal explanations, and the detail of research on each potential annuity company.

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.

Appreciate seeing the various fixed index annuity offerings ands their crediting methods. Prefer not to tie up my money for 7 years at this time. Will look at alternative products with a one year commitment.

Very helpful in Explaining my annuity product, how it works and it s pros /cons Also offering alternative options and insight Thanks Casey

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.

It has been a pleasure working with Joshua. He was patient and thoughtful. he help me to understand all the type of annuities and help me pick the one that fit closest to what I wanted to accomplish. He was always on time for all of the zoom appointments that were set up. All the prelims are done and I am just waiting for my papers to be delivered. Thanks Joshua

I am delighted to share a review of my recent experience with Joshua Schlinsky. Annuity Gator provided the contact with Joshua, and I am glad they did. Initially, he listened to understand my needs, wants, and fears. He took the time to educate me on the alternatives available in the field of annuities. He answered every question and never pushed for a sale. We met several times by phone and Zoom meetings, and he walked us through a process that resulted in a slightly different approach than we started out with. I would recommend Joshua without any reservation. Thank you, Joshua.

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.

So far so good.

Great experience. Very knowledgeable and no pressure. Give them 5 stars.

The advisor, David Driggers, was patient, informative and I felt he was looking for the best option for me. I recommend him to anyone.

Years ago, I selected an A++ provider in order to minimize risk. Recently, I discovered that states provide small investors with another form of insurance against company failure. That opened my eyes to the need to research options. Ryan was excellent in his patient exploration of my circumstances – including needs, goals and risk tolerance. Recognizing that his crystal ball is no better than mine, he presented a variety of good options, answered all questions patiently and thoroughly, without pushing. The Zoom format is wonderful – for good discussion and for handy review tapes. I hope to be able to write a more authoritative review in five years. Meanwhile, I can sleep well at night knowing I ve explored a much wider range of options and will enjoy improved financial performance.

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.

My sincere thanks and appreciation to Joshua Schlinsky for his patience and understanding as I made changes from my original request in purchasing an annuity. There was absolutely no rush by Josh for me to sign anything until we both knew exactly what I wanted to accomplish. He offered to send me his book, Wealth Compounded, so I would understand who I was putting my trust in. (I admit I was apprehensive in dealing with an Agent in Florida – several states from my residence in Missouri.) We talked on the phone several times. My initial plans drastically changed a few times as I mulled over my investments between our conversations. My final and most important decision was to opt out of my funds invested in the stock market by purchasing a Single Premium Deferred Fixed Annuity – no more worries about the stock market plummeting to 50%. Now my funds will grow with interest added each year, it will only decrease if I withdraw funds. The process was not totally hiccup free as my Stock Brokerage Company had requirements which caused me concern and I leaned heavily on Joshua during those times. I am very comfortable now with my final choice and my Agent, Joshua Schlinsky, who carried me through the entire process.

Very helpful n honest

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.

I was in a position where I needed to move money from an old 401k into something more secure. Mark and his team provided me with all the information I needed to make an informed choice about the annuity I chose. The process and communication was very easy.

I learned a lot about Annuity. Very informative. Thanks

I am not a novice purchasing annuities or researching internet companies . I own several MYGAs for different accounts and confidently chose them myself . However, I was pitched a complex fixed index annuity from a specific company by a suave financial advisor. I noticed many red flags throughout this advisor s lengthy presentation and knew I needed another unbiased opinion . I found annuity gator online and liked their business model of only using independent financial agents who represent hundreds of companies and were not captive agents . I was assigned to Jason Seibert . I asked Jason to scrutinize this annuity and tell me the good, the bad and the ugly . Jason willingly and skillfully analyzed the product and confirmed the red flags while judiciously pointing out more . I spent several sessions with Jason exploring annuity products best suited for me . Jason has that rare ability to simplify complex ideas , educate ,and provide structure while not judging a clients level of understanding or their reasons for preferring some products over others . Jason was committed to finding the highest annuity rates from highly rated companies using my criteria . He did not pressure me to make any decision about anything or to purchase if I did not want to . He made clear we could have as many discussions as I wanted which we did even if I chose not to purchase a product . When I finally chose my annuity product , we screen shared completing the application to make the process shorter and easier than if I did it myself. The application was delivered to the annuity company , reviewed, accepted and funded in a reasonable time frame without mistakes or missing data. That alone is huge . I knew immediately that Jason was the right agent for me and I chose the best product for me with his support . It s very difficult to search the internet for reputable companies and even rarer to find an agent with both analytical and interpersonal skills . I recommend Jason Siebert and Annuity Gator to provide safe , manageable and legitimate solutions for income in retirement or any phase of life