Comprehensive Annuity Research Made Easy
With our technology-driven approach, we make it easy to research, rate, and compare hundreds of annuities from multiple top-rated insurance companies. Our Licensed Annuity Investigators offer you personalized recommendations based on your individual needs. This makes it easier for you to find the highest interest rates and payout rates to achieve your retirement goals.
Our mission
Our mission is to help people achieve financial security, confidence, and peace of mind throughout their entire retirement using the best annuities.
Your retirement happiness is our top priority
Everyone has a different path to their retirement happiness, and we’re here to help you achieve yours.
With our technology-driven approach and honest guidance, we make annuity research personalized and easy. We investigate annuities so you can retire with confidence.
A smarter way to research and purchase annuities
The traditional way annuities are researched and sold is complex, confusing, and outdated. We are dedicated to making the annuity process more effective, easier, and fully transparent.
This means we answer questions in a way you can understand, fully disclose and explain fees, and be upfront about our commissions, so you can feel 100% confident in your annuity choices. The system is set up to benefit the insiders — not you. We set out to change that.
Our goal
Our goal is simple. We want to serve you in a way that makes the annuity research and purchase process simple, transparent, and enjoyable. We accomplish this goal in four ways.
First, we never take a one-size-fits-all approach to your retirement. We take the time to get to know your goals, dreams, needs, and desires. This way we can recommend annuities based on your needs.
Second, we offer honest feedback and advice. We will answer all your questions and give you honest feedback based on your individual goals and needs. Even if it means we determine an annuity isn’t right for you at this time.
Third, we use the latest technology. With our technology-driven approach, we make it easy to research, rate, and compare hundreds of top annuities so you can find the best one for you.
Last, we offer full transparency. We want you to be certain you understand every aspect of your annuity choices. This includes the fees, commissions, and fine print.
If we accomplish our goal, we know it will be easier for you to retire with confidence.
Rated Excellent
Rated 4.9 | Based on 412 Trustpilot reviews
Our Promise
We promise to be honest with you. This may seem like a simple promise, but in an industry full of confusing jargon, fancy brochures, and commissioned salespeople who are not looking out for your best interest, it’s a refreshing change. We don’t take this promise lightly.
We promise to be transparent
You deserve to know how much you should expect in income and benefits from the annuity you’ve chosen. We promise to be transparent about the annuities that we recommend and any of the fees and commissions hidden in the contract. We promise to show you the best deal with the most benefits for you, not just the annuity with the highest commission.
We promise to be of service first
We are not here to push, rush, or “sell” you an annuity. We are here to be of service to you. This means we will take the time to understand your situation and desired outcomes. This means we will promptly answer your questions, explain the details, and make it easier for you to find the best annuity. We are not high-pressure salespeople only looking for a commission. We are here to serve you.
We promise to give honest guidance
All of our Licensed Annuity Investigators are independent. This means they don’t represent only one insurance company. This is important because it allows us to search multiple top-ranked insurance companies to find the best annuity for you. We can offer you honest guidance and unbiased recommendations many advisors can’t provide.
We promise to act in your best interest
We work for you, and we take that responsibility seriously. We promise to never put company incentives or compensation in front of your retirement goals or needs.
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Our Featured Licensed Annuity Investigators
Annuity Gator only works with Licensed Annuity Investigators who are independent, align with our values, and prioritize creating positive client outcomes over everything else. This ensures you will receive a higher level of service, honest advice, and unbiased recommendations personalized to meet your retirement goals.
You're In Control
Purchasing an annuity is an important life decision. This is why we keep you in control of the entire process. From research and recommendations to the final decision, we want you to feel confident and secure that you’re making the best choice for yourself.
We are here to help you by doing the hard work. We are here to give you honest guidance, answer your questions in a way you can understand, and use our expertise to make the process as easy and enjoyable as possible.
We never want you to feel like you are being pushed, rushed, or “sold” an annuity. This is why we keep you in control, so you can go at your own pace and only make a purchase when you are ready. When you’re in control, you have a better chance at a positive outcome.
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Retirement Freedom
From the comfort of your own home
Gone are the days you have to drive across town, sit in a stuffy office, or host a stranger in your home to research and purchase an annuity. Thanks to technology, you can now accomplish your annuity research from the comfort of your own home, office, or even your RV.
All our meetings will be conducted “virtually”, via phone or online meeting (such as Zoom, Google Meetings, etc.). These are all simple and safe platforms to use. This way you never have to leave your home to get questions answered, get recommendations, or start the purchasing process.
Reach your retirement goals
You worked hard to reach this point in your life, now it is time to make it a reality. With our knowledge, guidance, and expertise, we can help you set a path to accomplish and realize your retirement goals.
Our Licensed Annuity Investigators are ready to help you make your dream retirement a reality. We can help ensure you can retire with confidence with the best use of an annuity.
Our process
Jason Solomon is very informed and
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.
Merrit Strunk was great
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
Glad We turned to Annuity Gator !!
Darryl J. Stein was fantastic he went through several scenarios, to ensure we got the best product. We were looking to get extra income from the money we had in other accounts. The product he found for us beat other financial advisors literally by thousands of dollars, we were very pleased with Darryl from Annuity Gator and would recommend him to all our family and friends.
Great info and helpful
Great info and helpful
James went the extra mile to ensure
James went the extra mile to ensure that our needs were satisfied.
Constructive thoughts -guidance and
Constructive thoughts -guidance and clear practical advice opening a conversation that was of Great benefit
Very knowledgeable!
Jason has been so helpful explaining the different types of annuities! We will definitely recommend Jason and Annuity Gator to our friends and family.
Jeff was great
Jeff was great! Taught me so much about annutities and was patience with my questions!!
Great products
Great products
Excellent Service from Donna.
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.
Brian Greco was just awesome to work
Brian Greco was just awesome to work with. He took his fiduciary responsibility seriously and gained my trust by being patient, clearly explaining all of my options and never pushing to sell me on anything. I really felt Brian listened to my needs and had my best interest at heart in making retirement planning decisions. His follow up, knowledge and customer service were outstanding as well. I highly recommend Brian!!
Annuity Gator was extremely
Annuity Gator was extremely knowledgeable about my annuity question. Took the time to explain what the typical characteristics of my annuity were. Then they looked into the specifics of it and provided the information I needed to make a decision going forward. I was impressed with what a good experience my call to Annuity Gator was. I recommend them highly.
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.
I have the understanding that the
I have the understanding that the appointment with your representative was for 30 minutes, not three and a half hours. Yes that’s correct, that appointment lasted nearly three and a half hours.
Excellent information
Excellent information, explained well and no pressure.
Isaac Tetley has been very helpful and
Isaac Tetley has been very helpful and has taught me some things about annuities. I plan to do some business with him.
No pressure information or sales pitch
Excellent inf with no sales pressures .
Exceptional guidance and advice
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.
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.
Helpful & Not Overbearing
Was considering different annuities and thought this site might provide some clarification. Talked with Terry Ciotti who got back to me in a timely manner with some options. He listened carefully about what I wanted as an end result & provided appropriate guidance. Appreciated not having a product forced on me.
the information was very informative.
the information was very informative.
Thank you for all the important info at
Thank you for all the important info at this time of my life.
Sean Sparkman Annuity
Sean Sparkman has not been pushy. He has been ridiculously patient with my lack of knowledge. He frequently sends educational articles.
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.
Terrific honest insight and counsel
Terrific honest insight and counsel into often complex annuities.
Best Agent Experience!
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!
Ryan was so honest and clear in
Ryan was so honest and clear in explaining everything. He knows what he is doing and guided me to where I want and need to be. He was GREAT. I felt like he was a long time friend helping me out. I am going to recommend him to my friends and family. He was so patient and understood my poor knowledge about the terms language in this world. He made it so easy to understand this retirement world.
Tony help me transfer my 401k to
Tony help me transfer my 401k to annuity. Very much recommended
I received great ,knowledgeable
I received great ,knowledgeable information from them.Helped me understand my current Annuity Policies
It was very educational. I understand the benefits and the implications of choosing an annuity.
It was very educational.
Easy to understand
Easy to understand
Very honest and upfront
Very honest and upfront
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.
Great customer service
Great customer service. My adviser Eric Welty is very knowledgable and patient and he explains and answer all my questions.
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
Advisor was very seasoned informational
Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!
The person I am in contact with is on
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.
Annuity Gator is a Great Research Tool !!!
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.
Paige is wonderful!!!
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.
Neil Dekter was precise and gave his
Neil Dekter was precise and gave his sound assurance that I would be delivered the exact product I was looking for! I am very happy with his service and believe me after dealing with my regional bank M&T this man should be given a medal,I am going to recommend Neil to all of my associates and brothers and sisters of mine and my sister UA local unions!
A great phone meeting.
Barb was helpful, honest, obviously loves the subject-matter, and is very personable to talk to.
Awesome and very informative!
Awesome and very informative!
I found the right person
I was fortunate to have found a person that I could trust with my money. Mr Soloman is highly recommended.
Great service,very friendly and knows
Great service,very friendly and knows what he is talking about
Exceptional Advisor
Terry Ciotti was excellent in helping me understand how annuities work and explaining the policy terminology. He has a great demeanor and concern for his client. He is a highly valued employee for annuity gator and should be referred for new clients at any level.
Jeff help me a lot and guide me to
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.
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.
Brett Toomey is THE BEST AGENT EVER
Brett Toomey is the most informed, experienced financial advisor I’ve ever encountered! The online video by AG’s CEO drew me in as it’s info seemed straightforward, knowledgeable and sensible. But Brett Toomey captured my business (one Trad IRA based deferred/indexed annuity … about which I knew NOTHING until Brett explained it patiently til I DID understand it) and soon another annuity, deferred, non-IRA cash based. Because I trust Brett completely. He’s smart, likeable, has a sense of humor and seems to respect me even though I’m NOT a financial wiz!! I absolutely and completely recommend AnnuityGator, and Brett Toomey in particular. Connie B “)
Five stars to Matthew Taub
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!
Very knowledgeable people who seem very
Very knowledgeable people who seem very transparent. Take the time to explain complex investment strategies
Great!
Greg was great to talk to. Very informative and unbiased. Appreciate the information.
Good Customer Service
I was contacted by Bill Bieda, who did an excellent job of communicating with me by phone and email. Even though I had already lined up with another advisor, I was just checking the whole annuity idea out. He was helpful and willing to give advice.
David was knowledgeable and forthright
David was knowledgeable and forthright in his suggestions for the best plan for us.
The Best Annuity Advisor
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.
Understanding your annuity
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.
Cassy was professional and
Cassy was professional and knowledgeable.
Scott was very knowledgeable
Scott was very knowledgeable. It was a good first call.
Very knowledgeable advisor
Very knowledgeable advisor. Opened me to new products that I am able to review.
Very helpful in Explaining my annuity
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 working with Jason Siebert
I am working with Jason Siebert. He has been incredibly patient in educating me towards products that best fit my financial needs. Very friendly and professional. Feel he really wanted to help me. No pressure. Will certainly use him for any other investment needs I may have.
Had my 401k invested in stocks but felt
Had my 401k invested in stocks but felt very uncomfortable with it and wanted to make a change. Found annuitugator onllime and called them. Was asked about my expectations and what I wanted from an annuity. At end of conversation the rep I was working with was going to do some research into what would fit my needs and agreed to another meeting the next week. At the next meeting there were several different plans to look at and the rep went through each one and explained the benefits of each one he had selected. At the end I selected with his guidance which one was the best fit and which one I liked. There was no pressure to select one or reject all of them. I made a choice and we proceeded with the paper work to apply. I have never regretted my decision and was given assistance all the way through to the end
Annuity Gator Review
Great information very well presented!
Hello Annuity Gator
Hello Annuity Gator, I again would like to express my praise of agent Sean Sparkman in my dealings with him to secure my income stream annuity,he followed through 100% on what he initially told me about working hard and leaving no stone unturned to help me meet my goals. I had read into annuities online and in writings but didn’t realize how limited my understanding was, he showed me an avenue i didn’t know existed strategized ,knocked on every door and negotiated. two thumbs up ! Kyster Porter
Go Gators!
It was my motto in college. And coincidentally I can still confidently use it in describing my interaction with Annuiy Gator’s Barbara Halperin! I found her to be an amazing advisor encompassing many superlatives. Super knowledgeable. Highly professional. No high pressure tactics. Concerned and individualized attention.In comparison to other financial meetings and dealings, my interaction with Barbara is right up there at the top of the list. I’m deeply grateful for being able to call on such a valuable resource.
Very informative
Very informative, Marco was very educated in showing us what annuities would fit our retirement, he a super nice man. We will be having another meeting to discuss which one we should go with.
Terry Ciotti with Annuity Gators A++++ guidance
Terry Ciotti with Annuity Gators was the best advisor I could have ever asked for. His honesty, professionalism, and guidance through the whole process was A+++. He didn’t rush me in any way. He answered all my questions, and I felt great about my decisions. He is my go to with Annuity Gators with any future endeavors. A very big Thank You!!
good service answered all my concerns
good service
I have had the pleasure of working with
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!
Mike was absolutely terrific
Mike was absolutely terrific! He walked me through everything & just sat back & let me make my own choice.
Annuity Gator helped me when I needed it!
Tony Sebra was able to explain the details of the annuity plan with me in a way that made it clear to me how it would benefit me. He ran my ‘what if’ scenarios and showed me the potential results. It helped me to make this important life decision.
Great resource for professionals in the
Great resource for professionals in the financial services industry. Great sounding board.
We enjoyed speaking with you and
We enjoyed speaking with you and learning about your products.
Hello
Hello, Sean Sparkman was Honest, hardworking and diligent. in my search for an agent for annuities he is a lucky find.
Great guy!!I really liked the person i was working
I really liked the person i was working with. He was knowledgeable, friendly and responsive.
Knowledgeable, Reliable and Trustworthy
Approximately a 15 months ago I met Joshua Schlinsky through a visual phone meeting. I was skeptical, I wasn’t a fan of discussing my needs and financial matters over the Zoom Meeting. I prefer face to face. After about 5 zoom meetings, I found Joshua to be very knowledgeable about the many constantly changing Annuities and their crediting options from different Insurance Companies. Joshua gained my Trust and I found him very easy to work with. Not a pushy salesman. He educated me with the newest options in the ever-changing market. Along with his professional advise, He and I made good solid choices. I am thankful for Joshua and his staff for being a Professional, Educated and Passionate firm representing me.