I had a less than good results with a major insurance company with my retirement funds. It wasn t all their fault due to the bond market going south. But it still cost me a lot of money. I reached out to Annuity Gator to see what they had to offer. I am as skeptical because of what I had heard about annuities in general. Barry Young took me by the hand and never tried to close the deal: He was steady and reassuring from day one. I would suggest to anyone to give Them the opportunity to explain how todays annuities actually work.

David provided/explained the details of my potential investment. He also kept our schedule promptly. Appreciate your help, David.

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

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

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.

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

Our experience with Barbara Halperin was 5 stars due to the professional presentations of the subject matter, the verbal explanations, and the detail of research on each potential annuity company.

Knowledgeable on the subject . Help customer find the right product for her/his conditions . Willing to compare and find the best to fit the customer’s needs. Always prepared for online meeting with remote customers .

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.

Seemed very impersonal and intrusive

Russ was great. Very knowledgeable and nice guy!

Isaac Tetley has been very helpful and has taught me some things about annuities. I plan to do some business with him.

Very helpful n honest

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

Merrit Strunk was great. He took a lot of time explaining different products. He was very knowledgeable in annuities. Was not pushy at all. Very good experience

I was in a position where I needed to move money from an old 401k into something more secure. Mark and his team provided me with all the information I needed to make an informed choice about the annuity I chose. The process and communication was very easy.

Jason Siebert was patient and VERY knowledgeable about annuities and how they can help me and my family reach our retirement goals. At one time, I swore I would never use an annuity. And now I have one. I am very happy I do. I still have aggressive investments, but they are very volatile. The product I purchased gives me a great return and eliminates the possibility that I would need to sell stocks in a down market.

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

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

Sean was outstanding..His personality and patients in answer my questions was first rate..I would recommend him to anyone.

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!

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

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.

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.

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

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

I had a limited knowledge about annuities and wasn’t sure if they were a good fit for my portfolio. I submitted an request to Annuity Gator for more information and was assigned to Barry Young. Over the course of several weeks and through several video conferences Barry exposed me to various companies and took the time to patiently explain pros and cons of each. He never tried to push one company over another but through talking and reading downloaded material I became comfortable with what would be a good fit for me. He also introduced me to Gradient Investments who handle the managed side for investing and between the two we came up with a workable plan for my portfolio that I could be comfortable with. I highly recommend working with Annuity Gator for developing a comprehensive plan that will weather any economic climate.

Very knowledgeable and solid advice. Great to work with. Very helpful.

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!

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

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

Of the past fifty-three years in working with brokers and sales reps, Matt was the most patience and thorough in helping me invest my little nest egg. No pressure and he listens to my concerns. Highly recommend!

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.

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

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.

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

I learned a lot about Annuity. Very informative. Thanks

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.

My sincere thanks and appreciation to Joshua Schlinsky for his patience and understanding as I made changes from my original request in purchasing an annuity. There was absolutely no rush by Josh for me to sign anything until we both knew exactly what I wanted to accomplish. He offered to send me his book, Wealth Compounded, so I would understand who I was putting my trust in. (I admit I was apprehensive in dealing with an Agent in Florida – several states from my residence in Missouri.) We talked on the phone several times. My initial plans drastically changed a few times as I mulled over my investments between our conversations. My final and most important decision was to opt out of my funds invested in the stock market by purchasing a Single Premium Deferred Fixed Annuity – no more worries about the stock market plummeting to 50%. Now my funds will grow with interest added each year, it will only decrease if I withdraw funds. The process was not totally hiccup free as my Stock Brokerage Company had requirements which caused me concern and I leaned heavily on Joshua during those times. I am very comfortable now with my final choice and my Agent, Joshua Schlinsky, who carried me through the entire process.

Barbara Halperin is excellent! She handled everything in a timely manner and explained everything in detail to us. It was a great experience doing all of this on the computer face to face. I referred Barb to my daughter and will recommend her to other friends and family.

Excellent summary and interactions to date.

The have given prompt attention to my questions.

Jeff Woodard was methodical and precise in explaining annuities and how they work. Furthermore, he was diligent in suggesting which annuity would best fit my particular situation. Jeff used education over sales pressure to allow me to make an informed decision. I consider myself fortunate to have contacted Annuity Gator!

The adviser was knowledgeable and answered my questions thoroughly without attempting to sell anything.

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.

GOOD INFORMATION

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

Barry explained everything! He had patience and took his time to make sure we didn’t feel rushed or obligated at all.

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

Jerry Means did an excellent job explaining annuities

Informational!!

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

The advisor, David Driggers, was patient, informative and I felt he was looking for the best option for me. I recommend him to anyone.

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 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.

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.

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

I was working with Marcus. He is great at listening to your particular situation, since all potential clients requirements are not the same. He was informative, not pushy, educational, not aggressive. Just the type of representative in which I want to do business. Work with Marcus, you will be happy you did.

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.

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 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.

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

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

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.

Patiently stayed with me while I checked out several different products and was always available to answer any questions I had. Had added peace of mind for my final yeas of retirement and for my wife’s as well.

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.

Great products

Very informative

Sean is very knowledgeable on all the annuity products and explained every thing clearly which is easy to understand. He is very patient and is willing to take time answering any questions. He is trustworthy to be your advisor.

the information was very informative.

We met Joshua Schlinsky through annuity gator while we were working through some annuity options. Joshua educated us on some annuity options that were a good fit for our specific needs. He made the process comfortable for us as we worked towards the option that was the right fit for our situation. We are very happy with the annuity option that Joshua helped us choose. Joshua made this a positive experience for us.

Very responsive company and people. Happy to be part of their team and journey.

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.

I dealt with Cal Menzies who walked me through the maze of annuities. He was very knowledgeable, clear, patient and above all I felt he is an honest man worthy of my trust.

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.