Rocky was very helpful and provided good advise and was upfront if he didn’t know full details of a particular product.

David was knowledgeable and forthright in his suggestions for the best plan for us.

Beginning late January ’24 to the present, our writing agent has provided extremely courteous and timely responses, not only to our initial request for an appointment but to every subsequent, product-related question that we asked. Ultimately, he recommended an annuity product that met our objectives and then some! He delivered an organized, easy to understand presentation that was supported with an equally understandable illustration. Our customer experience has been consistently positive since the end of January through today’s meeting to review the contract.

Ryan McNeil was truly a sincere and professional gentleman. He did not pressure me into making any decisions and explained all the different types of annuities that are available with great precision and patience. I am very thankful for the education that he provided to me with all the options that I have to choose from. I am looking forward to continue to work with him.

James was quite thorough and professional in presentation.

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!

Barb was helpful, honest, obviously loves the subject-matter, and is very personable to talk to.

We enjoyed speaking with you and learning about your products.

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 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.

Excellent unbiased presentation of products. Good communications and attention to details.

Jerry Means did an excellent job explaining annuities

Very knowledgeable people who seem very transparent. Take the time to explain complex investment strategies

After reading over the documents of my annuity, I felt as though I had made a horrible mistake. My mind was very uneasy and troubled questioning if I had made the right decision. After talking with a representative from Annuity Gator, the representative reassured me that even though the annuity that I invested in may not be the overall best annuity that it was a good annuity that will not allow me to lose any investments. The representative also went into detail and explained to me the pros and cons of my annuity. I received a thorough understanding which left me at ease with a clear mind. I would like to thank Annuity Gator for their honesty, professionalism, and great expertise.

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

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

Great service, help, and content in your webinars……very helpful!

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

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

Very professional and very informative

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

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

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

Humility: When I think of Sean in the context of humility, I recall observing Sean s acknowledgement that he doesn t always have all the answers. It s important, in the framework of a Financial Planner, that I work with a service provider that is self-aware enough to be willing to go the extra mile to find the answers. There has never been an occasion when he was not willing to find the answers and report them back in a short period of time, often, in the same day. In the bigger picture, I see Sean as more than just a Financial Planner. His roles as husband and father, as the quintessential family man, sets him apart from most. I have learned, through our conversations, that Sean s service to his clients is no different than how he lives his life. Through this service, he makes the lives of all the people he comes into contact with better. Perseverance: Understanding a family s financial goals and ability to make them takes more than a single email or phone conversation it takes perseverance. I remember the first time I sought out more information from Annuity Gator, Sean responded quickly, which is, lucky for his clients, his nature. While I wasn t ready to begin a new relationship, Sean understood the value of staying in touch with me. There came a point where I needed to include my wife in the conversation. Sean readily agreed and set aside a lot of time to be able to answer all of my wife s questions to her satisfaction. After our video conference with Sean, we finally agreed to pursue a relationship. I soon learned that annuities were not the only product Sean represented. Not because there was anything wrong with annuities, but because Sean knew that a well-balanced financial plan would necessarily include other options, initially, Insight Folios, and eventually other relevant cash options. With the use of the Simplicitree financial planning system and other tools, Sean was able to show us where we were, and what the future looked like. As Sean was getting to understand our concerns for our future financial health, we came to understand that Sean fully knew our financial goals. It was at that point that we knew that a lifelong partnership was emerging. We are grateful Sean never gave up on us and continues to value our relationship. Discipline: Sean Sparkman epitomizes the well-disciplined service-provider. Often, I am amazed at his quick responses to my inquiries, even when I have suggested that a fast reply was not necessary. As we placed more of our assets with products Sean recommended, he took the time to find the best products that filled our financial needs, never settling on the easiest solution. Over time, I have come to recognize that this gracious behavior is how Sean governs his business relationships. Without a doubt I feel lucky and better for it and have learned to value how Sean replies to my questions. Confidence: Confidence is a two-sided coin. On one side, there s the confidence that a client has in the development of a professional relationship. The other side is the service-provider s display of confidence in the nurturing of that relationship. This nurturing, this relationship of trust, is how the service-provider gains the confidence that provides a win-win for both parties. Sean confidently presented the best options for our financial plan. Early in our partnership, Sean showed that he had the financial acumen, and the product knowledge we needed to make informed decisions. He relentlessly searches for the best options that fit our specific needs. When I needed to ideas after the passing of my mother, Sean understood the requirements, and provided great solutions. Unsolicited: When I think of Sean Sparkman, I smile. I am grateful that Sean came into my life. There are a multitude of attributes I could use to describe Sean. Friend comes first and that s his doing. While he is our financial planner, our relationship has become more than that. I see Sean in the broader context of family man. I know that how he comports himself is governed by how he serves his family. And luckily for his clients, that same behavior gratefully spills over to how he treats his clients. I know I am better because of it. My financial plan is solid because of it. Our friendship is stronger because of it.

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!

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.

Eric and Terry were very educational, patient and thorough in there explanation of what our existing annuity works and offered a solution that made sense.

Jim was very professional and excellent in explaining investment opportunities to a novice such as myself. Very much appreciated.

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

Sean Sparkman was Totally helpful in every step of the way, helping me to get set up with the right annuities and any time I have questions or concerns, he has been Right on Top of things to make me feel Totally at ease. Keep up the Good work, Sean!

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.

Awesome company. Great experience.

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

Mr. Driggers’s strongest positive trait was his desire to please the client. He seemed very motivated to do that. He also seemed knowledgeable about the topic and the products available so he could offer good choices of products. Overall, I thought he did a very good job. I might attempt one constructive general comment that goes beyond Mr. Driggers. Personally, in my 74 years of life, I have never encountered an investment advisor, financial counselor, insurance salesperson et al. who listened to the client – except for one. They all talk a lot, often very amiably, but never really listened to me. This one individual who did listen sold insurance, and he was indeed unique. When he meant with us, the first thing he said was something like, “How are you doing? Tell me about yourself and your family. What are you thinking about? What are your needs and concerns? Why are you thinking about buying this product? And then he would listen and listen, taking a few notes, asking follow-up questions that, in retrospect were quite relevant to the business at hand. We ended up buying a large insurance policy from him, and remaining loyal to him until he retired. He apparently was quite successful as we received notices of the rewards and promotions he received. I am not a financial advisor. I don’t know much about it. But as a client, it makes sense to me that listening, asking appropriate questions, and trying to understand the clients needs, concerns, biases, feelings, and so on would be very important. Mr. Driggers did a fine job. If these comments are communicated to him, I hope he will not be offended but take them as an attempt at constructive ideas from a satisfied client.

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.

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.

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

I was very pleased to get the insight I needed from Ryan and appreciate his advice without any pressure whatsoever to purchase through him.

Well researched and helpful information.

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.

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.

Paige Peterson is a very helpful Financial Advisor.

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

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.

Appreciated the in-depth review we received and especially the detailed data analysis and summary of our path forward thru retirement.

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.

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.

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.

I received much good information to think about during our conversations.

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.

Jason has been so helpful explaining the different types of annuities! We will definitely recommend Jason and Annuity Gator to our friends and family.

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!!!

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.

One on one service with a knowledgeable person who listened to my needs and concerns. I was furnished many options and after several meetings and countless emails, I could weed out what was not the right options. Then Andrew let me know his evaluations on what was still on the table. I never felt rushed nor pressured into anything. I feel my retirement plans are taking shape. I will contact Andrew / Annuity gator when phase two is to be put into motion.

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

Jay at Annuity Gator was very helpful. There is so much noise regarding annuities that I wanted to do a “gut check” with an independent advisor regarding a couple of different indexed annuities. He was very responsive and easy to speak with. I highly recommend.

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.

The have given prompt attention to my questions.

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.

Great effort had been put with client. Very satisfy with the service provided by Phillip. Honest answer , no pushing to do business which Mach my personality. Thank you Philip.

Excellent information, explained well and no pressure.

I had an absolutely marvelous experience with annuity gator as presented to me by Barbara Halperin. This was a no pressure no high intensity sales pitch rather it was an honest and frank discussion of financial goals and the best way to achieve them. Barbara was very knowledgeable, understanding, and complete in her explanations and recommendations. There were not any hint of annoying callbacks rather only professional communication and timely phone calls. I have recommended Barbara and annuity gator to several family members and friends as a result of my experience. There were no stones left unturned and questions were answered, I m sure multiple times, with a five star rating to this company and especially to Barbara Halperin. Thanks again Barbara and annuity gator

Barry was very helpful and responsive.

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

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

Ryan was extremely helpful and I learned a lot about annuities from our conversations.

Very friendly and informative

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!

GOOD INFORMATION

Excellent explanation in detail the pros and cons of investing in annuities.

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

Great site, I learned a lot and follow up was great .

James Ault, AnnuityGator Analyst, is a very honest and intelligent person who is very knowledgeable about investments, especially annuities. He is also very patient and takes the time to fully understand his customer and their goals. He also does an excellent job of explaining how the various annuities work and suggesting the best options for his customers.

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