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.
©AnnuityGator. All Rights Reserved | Privacy Policy | Sitemap |
It was very educational. I understand the benefits and the implications of choosing an annuity.
It was very educational.
Barbara and Terry were excellent and
Barbara and Terry were excellent and helped us a lot. They were very knowledgeable and patient with us. Thanks Dale and Liz Nuzum
Very informative. No pressure.
Very informative. No pressure. Mr Ault used your comparison tool to show us real performance numbers so we could pick best combination of policies for our needs. He made a good suggestion to diversify even in annuities. We can build a portfolio of annuities for different purposes not just plow into one. Some are best for income, some for growth, some for legacy. We can tailor a portfolio of annuities just like a stock/bond portfolio but with less risk. We are very satisfied.
Scott Stooksbury, Annuity Research Specialist & Advisor.
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.
Very helpful always answer my call.
Very helpful always answer my call.
I was contacted by Mark Shelby who
I was contacted by Mark Shelby who answered my question and patiently walk me through very clear explanation on how annuities work. I also listened to the recent webinar that was very well done. Thank you, Lyn
Jerry Means did an excellent job
Jerry Means did an excellent job explaining annuities
We were greeted with very knowledgeable
We were greeted with very knowledgeable people willing to answer a lot of different questions on a level people can understand Thank you all and we are not done yet we may need your help very soon again
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.
Paige Peterson is a very helpful
Paige Peterson is a very helpful Financial Advisor.
I received much good information to
I received much good information to think about during our conversations.
I am a retired engineer and not that
I am a retired engineer and not that familiar with annuities. I originally chose Annuity Gator from the ethernet. I was a bit concerned that I chose wisely, as I wanted to find a representative that had my best interests as a priority. I couldn’t be more pleased with my choice. From the onset, Annuity Gator under the direction of Page Peterson has done everything possible to educate me and raise my level of confidence. As a direct result, I have contracted with Annuity Gator for what I believe is the best Annuity for my specific needs. A 5 star experience.
No pressure and very informative.
No pressure and very informative.
My advisor – Joshua
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.
Ryan McNeill is an Excellent advisor!
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!
The agent went out of his way to help
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.
Great info very helpful and
Great info very helpful and knowledgeable. Thanks again Matthew Taub
Annuity gator has educating videos and
Annuity gator has educating videos and articles for you to make decisions with out trying to sell you products, I was paired up with a wonderful money manager to talk with and go over several different plans for my wife and myself. Again no pressure to buy anything. This is a good tool I wish I found it years ago.
I received great ,knowledgeable
I received great ,knowledgeable information from them.Helped me understand my current Annuity Policies
Very professional and very little
Very professional and very little pressure.
The person who called me was very
The person who called me was very helpful. He went over and beyond my expectation. He was very professional and kind!
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.
Just what I needed to plan for financial security in retirement
When I started to plan for my retirement, one of the concerns is to make sure I didn’t run out of money. I needed a steady and reliable source of income. I knew an annuity would be the answer but there were so many options and choices that it was overwhelming. I had spoken with a few other advisors but they were all a little vague when answering my questions. Not so with Joshua Schlinksy. He took the time to answer all my answers accurately and thoroughly. Unlike the other advisors I spoke with, Joshua seemed genuinely interested in making sure I would be comfortable in retirement. If you are approaching or into retirement and need financial guidance, I would recommend giving Joshua a call.
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.
Very responsive company and people
Very responsive company and people. Happy to be part of their team and journey.
Annuity Program Success
I had been looking for an annuity to invest in, but didn t have a clue where to go and who to contact. The representative assign to me was very instrumental in presenting and explaining the process and earnings potential. He also described the different options I had with the one program I purchased. I was pleased with his customer service and allowed me to ask a million questions and have some time to think about this before I made my decision. I am putting away a large amount of money for my future economic welfare and I believe I chose a good company to do it with. I m giving them 5 Stars and am optimistic to see my earnings potential after this first year.
Larry has been very informative
Larry has been very informative
Kenneth Anderson offered excellent
Kenneth Anderson offered excellent service. He’s very professional and very informative.
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.
Sean Sparkman, a true professional advisor
Sean Sparkman started with an education illustration on different types of annuity products. This overview gave me the confidence of choosing the best product for myself. Sean’s professional knowledge and listening skill were what I needed.
Very helpful
Warren was very helpful and offered good information
Sean Sparksman was very Helpful and
Sean Sparksman was very Helpful and polite I will keep him in mind for future dealings
Ryan was extremely helpful and I
Ryan was extremely helpful and I learned a lot about annuities from our conversations.
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.
Feeling confident
Having NO experience with my finances as far as retirement goes, I went to a seminar with a different firm, and, found things that weren’t making me happy with them. The MAJOR problem was not being able to see where and HOW my money was working in Lamen terms. Very difficult to understand and also that there were fees in almost everything I wanted to do and another was all the paper work that needed to get done to obtain my own money. I investigated many other firms and decided that I would like to try Annuity Gator. Right out of the gate , they set me up with a local advisor that called me, went over things and made an appointment to come out to my house and, To make a long story short, Set me up with a plan that I understood, could see on my computer and actually understand what he was talking about. It took a couple of weeks to get things set up, but he traveled 45 min. to and from my place and even got on the phone with me and the banks that I wanted to move funds to and det up a steady monthly withdrawal that I was comfortable with. It’s only a start but at least I feel confident in this company that I won’t have to work anymore. I’m not rich nor will I be but I’ve always been a conservative and feel good at this move. Thank You, Jeff Blocker for being the professional you are. I look forward to a continues business connection with you.
Lot of great advice.
Lot of great advice.
Scott P was was excellent
Scott P was was excellent. Knowledgable and supportive, thank you!
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.
Very knowledgeable advisor
Very knowledgeable advisor. Opened me to new products that I am able to review.
I had many questions about Annuity’s
I had many questions about Annuity’s and did not feel the people I had been talking to were giving me all my options. But one email to Annuity Gator began a process where they went the extra mile to inform me of the many choices out there. I even got a breakdown in the mail just today. I would recommend them to anyone looking to find out more on how annuities work and what to expect across the board. They have been outstanding in helping me make some tough decisions. Thank You!
Great service
Great service! Thank you
individualized service
Jeff was thorough and presented options objectively to suit my needs. There was never a pressure to sell, which I appreciated the most.
Barbara provided a broad array of
Barbara provided a broad array of information and alternatives for me that I could not have researched and gotten on my own.
Very Honest
Jason made everything make sense and way easier to understand.
Terry is a wealth of knowledge and an
Terry is a wealth of knowledge and an asset to the annuity and insurance industry!
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.
The advisor you put me in touch with
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.
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.
My advisor(Barbara Halperin) provided
My advisor(Barbara Halperin) provided me with appropriate educational material which enabled me to make an investment decision by selecting an appropriate annuity which meets my needs. She also helped me by assisting me in filling out all the required paperwork. I felt that my advisor was easily available to answer all questions with expertise and patience. I will certainly recommend her to others.
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.
Scott was very knowledgeable
Scott was very knowledgeable. It was a good first call.
Helpful and thorough
Rick Sparkman was a wonderful advisor. He thoroughly considered my goal -guaranteed income -and provided a number of different options that allowed me to understand the different sort of benefits that would accrue from the different classes of offerings (cd like return, guaranteed payout for life after deferral, payout with variability indexed). I was able to clarify what my real goals are and what I was willing to sacrifice (access to the sum deposited, inheritance) in order to achieve a guaranteed high payout for life for both my wife and me. Annuities are complicated and are inherently costly but they can achieve specific goals if you understand them. Some part of everyone’s portfolio needs to be immune to market fluctuation and an annuity can be part of that strategy. I was given an excellent education with weeks of meetings and I came to a conclusion that fits my needs. Even if you do not think annuities are for you (and I was one of those) speaking with Rick helped me understand their appropriate postioning within my plans.
Marcus was very helpful in explaining
Marcus was very helpful in explaining all the pros and cons of various annuities and helped me choose the best one for me.
I was not sure and set uneasy to be Great advice, gave me a piece of mind.
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.
Annuities and investment opprtunities
Jim was very professional and excellent in explaining investment opportunities to a novice such as myself. Very much appreciated.
Great follow up.
Great follow up.
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.
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.
Sean Sparkman Annuity
Sean Sparkman has not been pushy. He has been ridiculously patient with my lack of knowledge. He frequently sends educational articles.
informative interview
informative interview. Jeff Katz was great, just think I started looking too soon. but knowledge is golden.
I want to express my heart felt gratitude
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!
Barbara Halperin was great to work with from Annuity Gator.
I worked with Barbara Halperin. She is a very experience advisor on annuities/insurance products and provided me with best options to reach my goals. All options were presented to me in a very comprehensive and professional manner. I never felt rushed to make decision. I would definitely recommend annuity gator and particular Barbara.
Adam Grubius did a good job of
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
Very professional and very informative
Very professional and very informative
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.
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.
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.
Rectified $40,000 mistake
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.
Russ was great
Russ was great. Very knowledgeable and nice guy!
My annuity gator experience
Hands on and very thorough from A to Z. They were able to answer all questions that came up. The whole process was painless smooth.
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.
Responded promptly with honest answers.
Responded promptly with honest answers.
Tony help me transfer my 401k to
Tony help me transfer my 401k to annuity. Very much recommended
Exceptional Service
Mr. James Ault was my consultant and he was very concerned that the information he gave me was relevant to my situation. He explained everything carefully and answered all my questions. He sent me all the information I asked for and showed me exactly what each item was.
Cassy was professional and
Cassy was professional and knowledgeable.