Rated 4.9 | Based on 412 Trustpilot reviews
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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.
It was a pleasure working with
It was a pleasure working with Mr.Driggers. He gave me annuity options to consider and never pressured me to buy. He kept me well informed through all through the application process and transferring money. He was always available to talk or text. Although he is located in a different state than me, he was easy to work with. I can vouch that Annuity Gator is not a scam, but the easiest to work from the several financial advisors I had also talked to.
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
Great follow up.
Great follow up.
Jason Siebert is the man period!
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!
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.
Hidden costs and fund participation rate variances explained by Annuity Gator
Initial contact was expedient. product was identified and information sent. However, the fine points and pitfalls of the annuity suggested were not fully explained. After researching a 60 and 115% fund index rates I noticed that after the initial period of 12 to 24 months the participation rate on the index could potentially be lowered to 10%. taking the potential 6 to 8% average gain rate to approximately 0.6% potential. and that is the plus side. protected investment at virtually no gain is not what I am looking for long term.
James went the extra mile to ensure
James went the extra mile to ensure that our needs were satisfied.
Great site
Great site, I learned a lot and follow up was great .
Easy to understand
Easy to understand, plenty of common sense examples and no pressure tactics
Joe who help me was very knowledgeable.
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.
Don t rely on Annuity Gator!
Annuity Gator sent 3 emails to confirm my phone appointment, but when the time came, their agent totally forgot about it. After waiting 20 minutes, I called in to inquire what was going on, and then about 1/2 hour later, Brian called acting as if nothing were wrong. When I advised him he missed the appointment, he gave me a lame excuse of different time zones. He was also going to provide some information for me the next week. Never happened. Don t trust this company!
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
I was surprised that the ‘Index’ to be
I was surprised that the ‘Index’ to be used would be the BNP Paribas Multi Asset Diversified 5 Index. I thought for sure it would have ben one of the major stock indexes. This idea substantially underestimates the return and therefore substantially underestimates the annuity return that I should expect from an ‘INDEXED’ annuity. The fees of 1.75% and .95% are greater than I expected over the twenty year term of the contract. Respectfully, Jim Greehey
Best annuity adviser
Best annuity adviser . Deep and wide knowledge . Amazing analysis software for different annuity products.
worth the time
Helpful advice delivered with professionalism.
Working with Mike K
Working with Mike K. is a breeze. Appoinyments are kept and on time. He is very professional. Answers questions in a way that can be understood by a layman. Will continue to recommend his services. Thanks Mike.
Great resource for professionals in the
Great resource for professionals in the financial services industry. Great sounding board.
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.
Kudos for Scott
Advisor Scott Plamondon represents the philosophy of AG Founder and President Terry Heys very well. My experience was educational, professional and devoid of any pressurized sales tactics. A plethora of information and options are supplied by AG on line to be studied before one makes a decision. My thanks to Scott, Terry and this fine financial service team.
Hello
Hello, Sean Sparkman was Honest, hardworking and diligent. in my search for an agent for annuities he is a lucky find.
Knowledgeable, Reliable and Trustworthy
Approximately a 15 months ago I met Joshua Schlinsky through a visual phone meeting. I was skeptical, I wasn’t a fan of discussing my needs and financial matters over the Zoom Meeting. I prefer face to face. After about 5 zoom meetings, I found Joshua to be very knowledgeable about the many constantly changing Annuities and their crediting options from different Insurance Companies. Joshua gained my Trust and I found him very easy to work with. Not a pushy salesman. He educated me with the newest options in the ever-changing market. Along with his professional advise, He and I made good solid choices. I am thankful for Joshua and his staff for being a Professional, Educated and Passionate firm representing me.
Awesome and very informative!
Awesome and very informative!
I say that quickly as many things are
I say that quickly as many things are still in process. However, so far, explanations have been excellent as things are progressing as quickly paper/emails, with responses all take time
Scott was very knowledgeable
Scott was very knowledgeable. It was a good first call.
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.
Excellent service
Excellent service, answered all my questions without being pushy
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.
Excellent summary and interactions to
Excellent summary and interactions to date.
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.
Annuity questions!
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
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.
Great sales people mattet
The salesperson was outstanding. Jeff Blocker helped educate me and was very personable. He helped me to select the best option for me.
Terrific honest insight and counsel
Terrific honest insight and counsel into often complex annuities.
Paige Peterson is a very helpful
Paige Peterson is a very helpful Financial Advisor.
Scott P was was excellent
Scott P was was excellent. Knowledgable and supportive, thank you!
If you are a novice invester or new to retirement – this is for you
I retired rather sudden in Jan 2024 with no planning or education of retirement finances other than you are not as agressive in retirement. I reached out to a number of people on the internet and this one guy- Sean Sparkman has been outstanding. I have been moving slowly because I have to know and understand the issues. He has shown great patience with me. We have talked weekly for most of 5 months and we have started working the plan.He has never hurryed me or tried to move me ahaed till I was ready. Most other folks gave me a call or two and if I was not ready to sign something, they moved on. He has helped educate me and answers my questionss and just does not tell me what I want to hear. I never belieced I would deal with someone over the internet instead of local, but here I am eating those words =that is how happy and satisfied I am with Sean. This is a top reccommendation to try and get with him. He will help you get to where you WANT to be and in YOUR timing. This guy is not looking for some quick sales commision and run. You will be very glad if you seek him out.
Dealing with Jeff Musgrove was
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
Annuity Gator helped me find a suitable Annuity for Retirement Income
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.
Great guy!!I really liked the person i was working
I really liked the person i was working with. He was knowledgeable, friendly and responsive.
Excellent information provided by
Excellent information provided by Barbara regarding a variety of annuities/fixed index annuities!!
Worked with Ken Anderson from NJ
Worked with Ken Anderson from NJ. He walked us through the entire process, was very professional and we feel he advised us properly. We committed to an annuity that fit our particular needs, investing a lump sum , choosing to wait 4 years to start our withdrawal and feel the value is acceptable with the investment we made. We would highly recommend Annuity Gator, and especially Ken Anderson.
I’ve been working with James Ault
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.
Five stars to Matthew Taub
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!
I was provided very useful information
I was provided very useful information about different choices available for me to meet my financial goal. Thank you very much.
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.
good service answered all my concerns
good service
Very responsive company and people
Very responsive company and people. Happy to be part of their team and journey.
The difference to me is having Ron
The difference to me is having Ron Allison at Annuity Gator by my side all the way through the entire process. I only hope this won’t be the last time I talk with this very kind, knowledgeable advisor. He is an asset to Annuity Gator and made me feel very comfortable even when I know I drove him crazy with all my multiple questions. He stood by me and understood my nervousness. I assure you I would not hesitate to call him again for another transfer. Thank you, Ron. L.Reynolds
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
Marcus is the best.
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.
Larry has been very informative
Larry has been very informative
Appreciate seeing the various fixed
Appreciate seeing the various fixed index annuity offerings ands their crediting methods. Prefer not to tie up my money for 7 years at this time. Will look at alternative products with a one year commitment.
I was very pleased to get the insight I
I was very pleased to get the insight I needed from Ryan and appreciate his advice without any pressure whatsoever to purchase through him.
Annuity review
Explained very well.
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.
Annuity Gator was extremely
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.
Thank you
I was unfortunate to have had a very unqualified & dishonest financial advisor for my IRA investments including my Annuity. I was recommended by Fidelity to contact Annuity Gator for advice. I am fortunate to have been connected with Merrit Strunk as my advisor to advise about my inappropriate Annuity. He has shared his knowledge, expertise, & sincere caring attitude & attention to my situation. I am very grateful for his professional advice. Thank you!
Russ was great
Russ was great. Very knowledgeable and nice guy!
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.
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.
Great service,very friendly and knows
Great service,very friendly and knows what he is talking about
Casey Madden takes the time to explain
Casey Madden takes the time to explain annuities and what investment options may be best for your needs.
Marcos is excellent
Marcos is excellent. Very knowledgeable, and explains all products in simple terms. Answered all questions, explanations made simple.
Very informative
Very informative, this company teaches people and breaks down the confusion regarding annuities. They help you to find the RIGHT annuity for you and your goals. I highly recommend this company! Louise F
I’m so thankful I met Jason Siebert
Due to the current economic climate, my IRA had lost more than $100,000. I needed to stop the bleed. I was interested in Annuities because i heard you never lose money. I started to research different companies and that is when i Met Jason Siebert with Annuity Gator. I explained i was new to the world of annuities. Instead of being pushy like another annuity salesman i ran into, Jason took his time over the course of six weeks to educate me. What a treasure. I entrusted my entire retirement savings to Jason and he was able to replace the amount I had lost in the market. Thank you Jason for the ease of mind.
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.
Consolation
Very friendly and informative
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.
Robert is very knowledgeable
Robert is very knowledgeable and listebed carefully to my concerns and answered my questions.
Kenneth Anderson offered excellent
Kenneth Anderson offered excellent service. He’s very professional and very informative.
The Best Decision I ever made.
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!
Concise information
We are still in the informational phase. Third meeting is going go be more definitive. I am very positive I will be going with all recommendations.
A great phone meeting.
Barb was helpful, honest, obviously loves the subject-matter, and is very personable to talk to.
Very good service and very informative.
Very good service and very informative.