Rated 4.9 | Based on 412 Trustpilot reviews
AnnuityGator.com offers independent retirement annuity product reviews. Nothing on this website is a recommendation to buy or sell an annuity for retirement. All content is for educational purposes only. No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. Reviews are posted at the request of readers so they can see an independent perspective when breaking down the positives and negatives of specific annuity contracts. Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances. All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale.
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the information was very informative.
the information was very informative.
Excellent annuity service
Excellent support and service. I would highly recommend to anyone that needs an annuity.
Jerry Means did an excellent job
Jerry Means did an excellent job explaining annuities
Great info and helpful
Great info and helpful
Jeff was very knowledgeable and helpful
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.
Great experience
Great experience. Answered all my questions.
Advisor was very seasoned informational
Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!
Jason was super patient and took the
Jason was super patient and took the time to explain our various options, based on our particular situation. Would highly recommend him!
Feeling secure about my future
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.
I had a fantastic phone discussion with
I had a fantastic phone discussion with John. He provided me with a great understanding of how annuities work.
Joshua: Annuity Gator
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.
Great experience
Great experience. Very knowledgeable and no pressure. Give them 5 stars.
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.
Jay at Annuity Gator was very helpful
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.
William is a trustworthy guy
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.
Best Advice Given Hands Down
Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.
I ve worked with Terry for almost three
I ve worked with Terry for almost three years now and consider that s he s done an admirable job. He s answered all my questions and preempted many many more. My wife and I feel quite secure in the fact that the money we ve invested via Terry s recommendations will pay dividends in our retirement. More importantly, we can think about enjoying these next few years prior to retirement than wonder we ve set aside enough for a comfortable retirement. I can wholeheartedly recommend Terry if you re serious about your financial future and want to work with an honest straightforward individual who s interested in your financial success rather than maximizing his own profits.
Excellent service
Excellent service, answered all my questions without being pushy
Scott was very knowledgeable
Scott was very knowledgeable. It was a good first call.
Annuity Annual Performance
Barbara Halperin has been Exceptional revealing with my account.
I cannot say enough good things about
I cannot say enough good things about Terry. I was heavily invested in index annuities and Terry helped me roll everything over to fixed annunitys. It was perfect timing, seeing what is going in the stock market. His knowledge of annunitys put my mind at ease as we chose what to invest in going forward. Security was my number one concern so he helped us achieve that goal. I look forward to working with him again.
Not needed but very welcomed advise…
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!
Very informative
Terri has a great deal of info on annuities to help with your decision to buy which type of annuity.Like he tells you he doesn’t guess, he takes hard information and drafts a plan for you.
Michael K
Michael K. I exceptional! We appreciate his insight, advice, counsel, and perceptions!
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.
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.
Found the right solution for our needs
After contacting you, I was put in touch with Wendy Pyne who did an excellent job of helping us find the right annuity for us.
Great
Great, no sales pressure very informative.
Rep was thorough, but concise
Representative called me on time, was clear, concise, thorough, and listened to me. Also offered to follow up, and DID.
I was so fortunate to have had Scott
I was so fortunate to have had Scott Plamondon take me as his client. He is so knowledgeable and experienced in all aspects of financial planning not just annuities. He has guided me through an extremely tough situation for which I am eternally grateful.
Easy to use and informative information
Easy to use and informative information the the website. Helpful consultants.
Lot of great advice.
Lot of great advice.
Honestly, I was frightened of this online prospect
I am of retirement age and was looking for a safe place to invest in a fixed-income annuity. I discovered that the garden variety financial advisors really don t have access to a large selection of annuity products. I was disappointed with the return I was quoted from this small selection. Consequently, I went online and found Annuity Gator. I filled out the small form on their site and a couple of days later was contacted by Jeff Musgrave. Jeff was wonderful and exceptionally knowledgeable about the sort of annuity in which I was interested. He also was sensitive to my number one fear which was the idea of working with someone whom I met online. THAT IDEA SCARED ME TO DEATH! However, in the end my fears were alleviated by Jeff s low-key, no push approach. He was glad to give me all of the time it took for me to come to my own conclusions, while at the same time, he was always free to answer additional questions. He encouraged me to do my own due diligence and provided me with suggested tools to check out the products, the companies and even him completely independent of our conversations. That made all of the difference for me and relieved those fears. I ended up buying an annuity through him and am very happy with the entire experience. He is still available to me to answer any questions. I trust him without any reservations. Anyone interested in locating and investing in an annuity can be certain of his competence, knowledge and integrity. Thank you Jeff and thank you Annuity Gator! You really made a substantial difference in my retirement income.
Sean Sparksman was very Helpful and
Sean Sparksman was very Helpful and polite I will keep him in mind for future dealings
Outstanding Service
My advisor, Wendy Pyne, was outstanding. She spent hours with me patiently explaining the different products on the market and walking me through the unfamiliar terms and concepts used in the annuity field. Very knowledgeable! Ms. Pyne then spent additional hours helping me find the right product for my individual needs. Could not be happier with the service I received
Eric and Terry were very educational
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.
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.
Annuity Gator-Critique
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!
Sean was outstanding..His personality
Sean was outstanding..His personality and patients in answer my questions was first rate..I would recommend him to anyone.
Russ was great
Russ was great. Very knowledgeable and nice guy!
Robert is very knowledgeable
Robert is very knowledgeable and listebed carefully to my concerns and answered my questions.
Very informative
Very informative
Best annuity adviser
Best annuity adviser . Deep and wide knowledge . Amazing analysis software for different annuity products.
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.
Assistance opening an annuity
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.
Responded promptly with honest answers.
Responded promptly with honest answers.
Overall Service Review
Great service, help, and content in your webinars……very helpful!
Josh was excellent
Josh was excellent, explaining program details thoroughly and answering all questions. No pressure approach is definitely appreciated.
Very informative and educational
Very informative and educational! Mike Kasich was very thorough explaining everything!! Just not ready to move forward at this time!
Outstanding service.
Barry explained everything! He had patience and took his time to make sure we didn’t feel rushed or obligated at all.
good service answered all my concerns
good service
John Montoya gave us very valuable
John Montoya gave us very valuable information. Pleasant and thorough. Always on time with a scheduled appointment. Will definitely consult John again.
Training is very good
Training is very good, but you have to put the time in.
David Driggers; Honest, Knowledgeable, Effective Representation
David Driggers, An agent with Annuity Gator has demonstrated through his performance to be very knowledgeable of the many aspects surrounding Annuities; He carefully determines ones’ goals, researches the most beneficial polices that meet those goals, honestly communicates the positive and negative features to consider, patiently explains and answers all questions and generally works fiduciarily in the interest of his client. One can definitely feel confident in his representation.
Knowledge is Power!
Robert was very professional and patient with me as he took time to answer all my questions. I didn’t feel any pressure just enlightened. It was educational and he provided me with information to make the decisions needed for my financial future. He was knowledgeable of the various ways to grow my financial nest egg utilizing annuities that have a built in guarantee as well as pointers of how to protect it as much as possible from unnecessary taxes all of which is important so that I don’t out live my money.
I got in touch with Terry at Annuity
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.
I learned a lot about Annuity
I learned a lot about Annuity. Very informative. Thanks
Very honest and upfront
Very honest and upfront
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.
Mike was absolutely terrific
Mike was absolutely terrific! He walked me through everything & just sat back & let me make my own choice.
The have given prompt attention to my
The have given prompt attention to my questions.
Jeff was great
Jeff was great! Taught me so much about annutities and was patience with my questions!!
I was delighted and very comfortable
I was delighted and very comfortable working with Barbara Halperin of Annuity Gator. I had no idea there were so many different annuities. Her years of experience and her knowledge were most helpful in explaining the difference between an annuity and what would be a tremendous lifelong annuity for me. I will be forever grateful to Barbara and Annuity Gator. Great people build great companies. Thanks, Barbara!
jeff woodard a very dedicated person with annuity gator
it was a tough road to hoe but jeff woodard was on top of it every day. Always responded to emails and phone calls
Lance Riddle worked with my wife and I
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.
Easy to understand
Easy to understand, plenty of common sense examples and no pressure tactics
Merritt Strunk provided awesome help
Merritt Strunk provided awesome help with questions regarding a competitors Annuity and never even talked about another product or tried to sell me something.
Terry is a wealth of knowledge and an
Terry is a wealth of knowledge and an asset to the annuity and insurance industry!
Great Service from a Proffessional makes a difference.
My wife and I went to Annuity Gator to compare what we already had in our Annuities with other Annuities because we weren’t happy with our pay out. We contacted Darryl Stein with Annuity Gator and I must say that Darryl was the difference maker for us, He wanted for us what we wanted and that basically was to get the most out of the money we had invested. He was proffessional throughout the whole process, got us twice the payout we were going to get with our previous annuity. When we were ready to sign the documents he came to our house and went over everything including setting up the websites with the new company we invested in. To put it simply Darryl was great and we are very happy with our annuity that he set up for us.
How do I increase my funds?
I started looking on line for a better interest rate than my bank. This was my first experience on line. It turned out beautiful. Sean was very knowledgeable and helpful. He knew his math and listened to what my needs were. He always gave several potions to choose from. Each was explained in great detail. The one I chose gave me an extended death benefit and an option if I became serious ill. I didn’t feel totally bound and not able to get my money. I was a little concerned since he didn’t have an office in my state or hometown. I have been with him for a year and am totally comfortable with my ability to talk to him when needed. This was money that was not needed in the near future yet I still could access it for a serious emergency. The entire plan seems to look out for all my worries. Sean spends the time with you! I am so lucky to have found this annuity. I did my due diligence an found this insurance company met my requirements. Sincerely, Rosemary J. Waldron
The advice that I received from Joshua
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.
Writing agent/firm Review
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.
Annuity review
Explained very well.
Bad information from Annuity Gator…
After talking to the gentleman about My up comming retirement I figured the information I was told would not work more than a few years at best.
Great experience working with Tim Walker!
Tim Walker was great to work with! He met with me several times to thoroughly understand my retirement goals and risks I was willing to take. Then he came with back with a few options for me. He took the time to review them in detail and answered all of my questions. Then once I decided what I wanted he got me set-up. Overall it was a great experience working with Tim!