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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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.
First contact with Annuity Gator
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.
Easy to use and informative information
Easy to use and informative information the the website. Helpful consultants.
Sean Sparksman was very Helpful and
Sean Sparksman was very Helpful and polite I will keep him in mind for future dealings
Exceptional Advisor
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.
No pressure information or sales pitch
Excellent inf with no sales pressures .
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!
The best information on annuities out
The best information on annuities out there
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.
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
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!
Hello Annuity Gator
Hello Annuity Gator, I again would like to express my praise of agent Sean Sparkman in my dealings with him to secure my income stream annuity,he followed through 100% on what he initially told me about working hard and leaving no stone unturned to help me meet my goals. I had read into annuities online and in writings but didn’t realize how limited my understanding was, he showed me an avenue i didn’t know existed strategized ,knocked on every door and negotiated. two thumbs up ! Kyster Porter
Service rep was the difference
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.
Had my 401k invested in stocks but felt
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
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.
Ryan was extremely helpful and I
Ryan was extremely helpful and I learned a lot about annuities from our conversations.
James Ault is Excellent
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.
Larry has been very informative
Larry has been very informative
Great service,very friendly and knows
Great service,very friendly and knows what he is talking about
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.
Jerry Means did an excellent job
Jerry Means did an excellent job explaining annuities
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.
I received excellent service from Mark
I received excellent service from Mark Shelby.
Worth the call
Lots of great information and very helpful in reviewing my current portfolio and provide options.
Doug Bentle was very informative and
Doug Bentle was very informative and helpful in educating me on different annuities and proposed few products for me to consider investing for retirement.
Ryan took the time to educate me
Ryan took the time to educate me about all the different types of annuities and made recommendations based on my needs
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.
Making the Right Personal Choice in an Annuity
Investigating and attempting to understand different annuity products is very challenging. So it requires a person who can help and has great expertise and is willing to go the distance, in conveying information in an articulate and patient way. And Matthew Taub is that guy for the Job ! He truly enjoys helping people. He has been so industrious, enthusiastic and conscientious in educating me on the annuity products that are tailored to my individual needs. It is so important to find the Right fiduciary willing to point you in the correct direction ! Great Experience ! Thanks Matthew . . . You are one in a Million !
Terrific honest insight and counsel
Terrific honest insight and counsel into often complex annuities.
Very informative.
Very informative.
Jeff was great
Jeff was great! Taught me so much about annutities and was patience with my questions!!
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.
Lisa’s new annuity
I have just replaced an old annuity with a new, better one. I could not have made it through this process had it not been for my advisor, William Seeley. He guided me every step of the way, by asking what I wanted/needed the annuity to do, explaining things I didn’t understand, answering my questions and most of all, staying in contact. He worked very hard on my behalf and got me the annuity that I needed to further my retirement goals. I will definitely recommend his services to my family and friends.
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.
I had Sean Sparkman as my annuity
I had Sean Sparkman as my annuity representative from Annuity Gator for several years. I would recommend him to any prospective clients for his excellent services. I am a very cautious person and would not make an annuity purchase decision without fully understanding. Sean was so patience to explain and gave me time to read, understand and ask questions and he had never been push ! Even after I purchased annuity from him for several years, we ve still kept communicating and exchange ideas. Whenever I wrote him emails he would reply instantly and answered all my enquirers ASAP, I must rate him as the top annuity representative!
Brian Connor was a pleasure to work
Brian Connor was a pleasure to work with.
Very helpful
Warren was very helpful and offered good information
I needed an independent review and
I needed an independent review and explanation of an annuity product I was in the process of purchasing. After Chris took my personal situation into account and gave me a clearer understanding of how the annuity would affect my personal situation. I now have a better understanding and more knowledge to give me the confidence in making the best decision for me. Chris Knight answered all my questions and addressed my concerns with no sales pitch or pressure. What a refreshing experience. I recommend anyone who is not sure or does not fully understands annuities, Annuity Gator can give some piece of mind in making some life changing decisions.
Jeff Woodard was methodical and precise
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!
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 source of info and service
Excellent service, great advice. I d recommend them to anyone looking for transparent and quality annuity advice.
I was listened to rather than lectured
I was listened to rather than lectured to.!
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
Training is very good
Training is very good, but you have to put the time in.
Great
Great, he was very good .
Great job explaining the various
Great job explaining the various products and services in an agnostic format. I learned a lot about annuities and most of my confusion was mitigated. Thanks!
Barbara Halperin is excellent
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.
Neil Dekter was precise and gave his
Neil Dekter was precise and gave his sound assurance that I would be delivered the exact product I was looking for! I am very happy with his service and believe me after dealing with my regional bank M&T this man should be given a medal,I am going to recommend Neil to all of my associates and brothers and sisters of mine and my sister UA local unions!
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 am not an annuity fan but I must say
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.
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.
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.
Excellent summary and interactions to
Excellent summary and interactions to date.
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.
Spread income for retiring years will
Spread income for retiring years will bring seniors peace in mind.
Very informative and helpful.
Very informative and helpful.
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.
Informational!!
Informational!!
Very helpful in Explaining my annuity
Very helpful in Explaining my annuity product, how it works and it s pros /cons Also offering alternative options and insight Thanks Casey
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.
Annuity Annual Performance
Barbara Halperin has been Exceptional revealing with my account.
great experience
We worked with Cal Menzies at Annuity Gator. Cal was a pleasure to deal with and very informative and patient with all of our questions! We plan to continue to call on Cal for any future annuity needs. Highly recommended.
David provided/explained the details
David provided/explained the details of my potential investment. He also kept our schedule promptly. Appreciate your help, David.
Scott was very knowledgeable
Scott was very knowledgeable. It was a good first call.
Helpful, Responsive and Customer Focused
Mike was so responsive and helpful in educating us about annuities and providing us with four possibilities to meet our needs. We definitely recommend him as a CFP. If you re looking for a greater array of products, a licensed broker might be better. Depends on your needs.
I have had the pleasure of working with
I have had the pleasure of working with Barbara Halperin on finding the best annuity for my needs and retirement goals. She made me feel comfortable and confident almost immediately. Her professionalism, extensive experience, and ability to not only give me multiple options to fit my situation but also explain it all in a way that I can understand is really unmatched and truly appreciated!
Ryan McNeil was truly a sincere and
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.
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
Toney listened to what my goals were
Toney listened to what my goals were and then did the research to find products to meet those goals. Plan came together perfectly.
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.
Keeping It Simple
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.
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.
Best Agent Experience!
I was pleasantly surprised at my online experience which led to a very favorable call with my agent, Cal Menzies. He surpassed every expectation as far as his knowledge of the products I considered and recommended the best option for my needs. I never felt pressured and I am now set for the remainder of my retirement years. Highly recommend him! AG is fortunate to have someone like Cal to represent them!
David was knowledgeable and forthright
David was knowledgeable and forthright in his suggestions for the best plan for us.
Great customer service
Great customer service. My adviser Eric Welty is very knowledgable and patient and he explains and answer all my questions.