Very helpful always answer my call.

They were very professional and organized. They explained things to me very well and provided me with a great deal of relevant information during the decision process.

They scheduled my appointment but failed to keep it on a holiday weekend because someone didn’t remember they were closed.

I had contacted Annuity Gator to get a rating on an annuity product that I heard about from another financial company. Terry was completely familiar with that product along with another product to consider from the same underwriter. Terry spent as much time with me as I needed to completely understand each product, and I felt that he listened to my goals and concerns. Terry explained how Annuity Gator would provide assistance to me for multiple years over the term of my annuity, which made me feel like I was entering into a relationship with the company. Terry made me feel like a person instead of a prospect.

Casey Madden takes the time to explain annuities and what investment options may be best for your needs.

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

It is pleasure to work with Larry. It seems he knowledgeable and professional. He give multiple options and clear explanation about Output value you may expect

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.

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

Josh was wonderful to work with. No pressure and explaining the various products available. Would recommend him to anyone wanting an annuity David Kahn

Very knowledgeable. Good professional advice.

Michael K. I exceptional! We appreciate his insight, advice, counsel, and perceptions!

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.

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

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 best information on annuities out there

Nice agent, but couldn t come close to the quoted rate through my government TSP annuity. Otherwise a good call.

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.

Took some Time but for now Good.

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.

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

I was given incorrect information about taxes, I m glad I didn t go ahead with the transaction.

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 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.

Ryan is very knowledgeable of the many options/strategies for buying annuities. He does a great job of explaining the details so that you can feel comfortable with the products.

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!

Outstanding Knowledgeable No hard sales Comprehensive Personable

Annuity Gator sent 3 emails to confirm my phone appointment, but when the time came, their agent totally forgot about it. After waiting 20 minutes, I called in to inquire what was going on, and then about 1/2 hour later, Brian called acting as if nothing were wrong. When I advised him he missed the appointment, he gave me a lame excuse of different time zones. He was also going to provide some information for me the next week. Never happened. Don t trust this company!

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

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

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.

Great products

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.

Immediate response from an extremely knowledgeable and professional financial consultant.

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

Easy to use and informative information the the website. Helpful consultants.

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!

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

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.

Our advisor, Jim Van Meter, is awesome. No high pressure sales. Just common sense advise. He does his homework and gets back to you on a timely manner.

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

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

Marcus was very patient and clear when he explained how annuities work. I appreciated his honesty about the various choices open to me and I trusted his advice.

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

I received excellent service from Mark Shelby.

Appointment was not kept as promised after I reserved time for phone conference. Failure at that stage shows unconcerned employee toward customer and I certainly was not offered anything for the waste of my time. If you fail that early in the investment process how much bigger would the failure be should I have given the second chance. My money and I believe to be the best decision to not do business with a company that doesn’t care. My message to annuity gator is never contact me unless you are willing to receive hostile conversation from a pissed off customer!

Terry Ciotti was amazingly helpful and saved me from making a $40,000 mistake. He helped make direct contact with the annuity provider and guided me through the process of rectifying my mistake. I cannot recommend Terry and Annuity Gator more highly.

I was surprised that the ‘Index’ to be used would be the BNP Paribas Multi Asset Diversified 5 Index. I thought for sure it would have ben one of the major stock indexes. This idea substantially underestimates the return and therefore substantially underestimates the annuity return that I should expect from an ‘INDEXED’ annuity. The fees of 1.75% and .95% are greater than I expected over the twenty year term of the contract. Respectfully, Jim Greehey

I was looking into consolidating several IRA’s in hopes of lessening the time and effort needed to manage them. I wanted to check into annuities to see if they were right for me and the people at Annuity Gator spent a lot of time and sent me material to help me understand annuities. I believe they presented several products that were quite attractive but at this time I decided to continue my course of action. I will use the information they gave me so that in the future I can confidently choose an annuity from them that fits my needs.

Great experience. Answered all my questions.

GOOD INFORMATION

Josh was excellent, explaining program details thoroughly and answering all questions. No pressure approach is definitely appreciated.

Scott was very knowledgeable. It was a good first call.

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.

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.

I needed an independent review and explanation of an annuity product I was in the process of purchasing. After Chris took my personal situation into account and gave me a clearer understanding of how the annuity would affect my personal situation. I now have a better understanding and more knowledge to give me the confidence in making the best decision for me. Chris Knight answered all my questions and addressed my concerns with no sales pitch or pressure. What a refreshing experience. I recommend anyone who is not sure or does not fully understands annuities, Annuity Gator can give some piece of mind in making some life changing decisions.

Great, no sales pressure very informative.

We enjoyed speaking with you and learning about your products.

Bill Decker was very informative and helped me and my wife understand all of our options. With all of the uncertainty in the investing world right now he explained our options in a way that will help us in making the right decisions going forward. I highly recommend Bill for anyone that would want an advisor that they can trust and is great at explaining financial matters in an easy to understand way.

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

I very much enjoyed working with Jeff Woodard. He is simple with the investment examples and keeps it real. There is no pressure to invest. Zoom calls are enjoyable and educational with plenty of information. I highly recommend learning, studying the investment strategies, and work with Jeff if you have questions.

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.

Matt did a great job. He kept me informed, found good products and suggested alternatives. Also, he’s a pleasure to talk to on the phone.

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

Thus far, all is going very well and all questions have been answered.

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.

From what I can see, your representative is very knowledgeable and that is what a fiancial planner is required to be!

Very knowledgeable on products available.

Good service! Answered all my questions. Very easy to work with.

I love Steve of Annuity Gator, at first I was hesitant but he was patient and so informative…and due to his thorough work I found out I was eligible for a pension from my previous employer!!! He has helped me out a lot with understanding my retirement options. And thanks to his help I feel confident about my future retirement.

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

Great information very well presented!

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

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!

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.