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

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 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.

Greg was great to talk to. Very informative and unbiased. Appreciate the information.

David was extremely helpful from start to finish. He explained and gave me time to think and ask questions . No rushing . Extremely personable. Did all the work for me . Keep me abreast of where we were in the process. I am very happy Mr David Smart was able to consolidate and set up an annuity that will meet my needs. I would definitely refer to Annuity Gator .

8/28/2020. Annuity Gator provided me a place where I could go to get the answers I needed. Mark Kenny who is a licensed Annuity advisor & part of their research team was quick to help me who truly dedicated his time & effort to give me a broad understanding about my annuity. He is extremely knowledgeable & very professional. I highly recommend MARK KENNY to anyone seeking how annuities work & what to expect thru understanding yours.

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!

Kenneth Anderson offered excellent service. He’s very professional and very informative.

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.

Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!

Great information very well presented!

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.

Terrific explanation of annuities! Very helpful

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.

I had Sean Sparkman as my annuity representative from Annuity Gator for several years. I would recommend him to any prospective clients for his excellent services. I am a very cautious person and would not make an annuity purchase decision without fully understanding. Sean was so patience to explain and gave me time to read, understand and ask questions and he had never been push ! Even after I purchased annuity from him for several years, we ve still kept communicating and exchange ideas. Whenever I wrote him emails he would reply instantly and answered all my enquirers ASAP, I must rate him as the top annuity representative!

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.

Joshua helped me understand annuity products, how they can offer a safe and secure income stream for years to come. I’d received some advisement from other financial planners, didn’t like their approach, seemed more interested in sales than guidance to protect my retirement funds. We met several times, did my research and finely came to the best options for me, meet the goals we set during our initial meeting. His guidance, patience were most valued during the process, explained everything in terms i could understand. As i move forward into retirement i feel more secure that i’ll be able gain a good income stream while preserving my investment, providing a legacy for my family.

I really like Sylvia. My situation is complicated and feel confident that she will see me through all my options

Russ called at exactly 1:00PM as was arranged. He was a very pleasant person to talk to

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.

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

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.

Excellent – Jerry was professional, friendly & very helpful!

I was listened to rather than lectured to.!

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!!

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.

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.

Barry was very helpful and responsive.

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

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!

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.

I opened My account with Joshua because when I met him, I felt very comfortable. He is very informative and explains everything. He takes his time and answers all my questions ..and he is just a phone call away. I like the fact that he is a family man because he treats all his clients as part of his family. I know he is doing the right thing for me ..I trust his decisions.

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

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!!!!!

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.

Mike explained very detailed and thank you

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.

Great experience. Answered all my questions.

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

Very knowledgeable on products available.

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.

Helpful advice given, good information

Very professional and very little pressure.

Russ was great. Very knowledgeable and nice guy!

Jason Siebert was excellent. Never rushed me, answered all my questions (many, more than once), responded promptly to emails… He is confident and has a superb knowledge of annuities.

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

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.

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

I was provided very useful information about different choices available for me to meet my financial goal. Thank you very much.

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.

Excellent information provided by Barbara regarding a variety of annuities/fixed index annuities!!

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.

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.

Responded promptly with honest answers.

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

Very good service and very informative.

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.

I and my wife are both going to be fully retired. Not managing money very well for 64 years of age I need someone that could educated my going into a presentation mode where I don t want to be fully in the stock market in the later years of life. I am so great full that Marco Pallares contacted me to put a plan even be a year away from taking action he took his time explaining the opportunity that we can use. Thanks Marco!!!

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.

Joe who help me was very knowledgeable. He was able to answer all my questions. I didn’t make a purchase but when I am ready your company will be one of the first one I seek out.

I learned a lot about Annuity. Very informative. Thanks

I really liked the person i was working with. He was knowledgeable, friendly and responsive.

I want to express my heart felt gratitude for the assistance and guidance that our Annuity Advisor , Neil Dekter, provided my wife and I when converting our IRA in to our current Annuity. My wife and I had experienced a most un-fortunate event related to a portion of our retirement investments and, the company that held our investments made transferring funds challenging. Neil’s Courtesy, Professionalism and Patience helped not only to execute the transfer smoothly but, helped my wife and I keep our sanity through a trying time! Through Neil’s efforts, I rest easy knowing that my wife and I will receive a steady monthly lifetime income. I am sure there are many Annuity Advisors who are experts in the industry and, Neil is not only an expert in Annuities, he is an expert in people and truly cares for his clients! My wife and I feel deeply blessed to have met Neil and had the opportunity to work with him!

The agent went out of his way to help me even knowing that I may not have been in a position to purchase. Very, very, helpful.

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.

I had a bad experience with another financial advisor, and as a result, I became very skeptical, and had developed trust issues. After several contacts with Rick Sparkman, I realized that there was something different about him. By this time, I had talked with several financial advisors. I felt very comfortable working with him, he gave me many education sessions. I have no regrets, and will refer him to any one who is interested in an annuity for retirement. Working with Rick was educational and enlightening, and I am looking forward to a wonderful retirement, because I am confident that the product that was chosen for me, was not commission driven. In my opinion Rick is a true Fiduciary.

Ryan was very good at explaining everything and all the information that he had was very helpful and I would highly recommend anyone looking at annuities to use them

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.

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

I had been searching internet for information on annuities and working with two other advisors. When Annuity Gator contacted me, I knew almost immediately I was on to something. He listened to my circumstances, asked a lot of questions and even reviewed the other suggestions I received. He just knew what I needed, explained very thoughtfully and thoroughly. And I do not have a great deal to invest. But Annuity Gator’s Advisor knew just how to help me retire at 65 and provide for my disabled Son. I am so thankful to my Advisor and Annuity Gator! I never thought it was possible. Thoroughly professional and more helpful than anyone!! Great decision!

Barbara Halperin has been Exceptional revealing with my account.

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

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.

After contacting Annuity Gator I was contacted by a licensed insurance advisor who offered me a choice of annuities based on my specific retirement income need. I was presented with a list of insurance companies along with their company ratings. I went with an insurance company with an “A” rating that was offering a promotional interest rate during the five year accrual period which allowed for the principle investment to grow significantly prior to the first distribution. The advisor then worked with me to fill out the necessary forms (of which there are many) to submit an application to the insurance company I chose. Keep in mind that this process takes several weeks and multiple telephone calls, but the advisor was there for me every step of the way.

Thank you for all the important info at this time of my life.