Very helpful in Explaining my annuity product, how it works and it s pros /cons Also offering alternative options and insight Thanks Casey

William Seeley was excellent in keeping up with the progress of my annuity. We will use him again in the future!

Annuity Gator connected us with a real find, Sean Mason from Fresno Financial advisors. Sean is extremely knowledgeable, thoughtful and trustworthy, the exact type of professional we search for when it comes to consultants, from doctors to finance. Since we made contact with Sean via Annuity Gator a couple of months ago, we have established a wonderful working relationship with Sean and his great staff and completed several major transactions. We couldn’t be more pleased. Thank you, Annuity Gator.

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 love Steve of Annuity Gator, at first I was hesitant but he was patient and so informative…and due to his thorough work I found out I was eligible for a pension from my previous employer!!! He has helped me out a lot with understanding my retirement options. And thanks to his help I feel confident about my future retirement.

While exploring Annuities, I was contacted by Annuity Gator. I was provided pertinent advice that helped me choose an Annuity that fits my needs.

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.

I was listened to rather than lectured to.!

Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!

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.

Helpful advice given, good information

Outstanding Knowledgeable No hard sales Comprehensive Personable

Excellent explanation in detail the pros and cons of investing in annuities.

Barry is a great representative for your company. He is patient, knowledgeable, shows empathy and has been very professional.

Merritt Strunk provided awesome help with questions regarding a competitors Annuity and never even talked about another product or tried to sell me something.

James went the extra mile to ensure that our needs were satisfied.

Annuity Gator was very educational for me, and ultimately I bought an annuity through Greg Ferguson I’m very happy with (and just before the market crashed!)

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!

Great products

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

Great site, I learned a lot and follow up was great .

Very educational. Took the time to really learn about our needs and answer questions. Built trust and rapport. James L. Robinson

Easy to understand

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.

Paige Peterson is a very helpful Financial Advisor.

Ryan is very knowledgeable of the many options/strategies for buying annuities. He does a great job of explaining the details so that you can feel comfortable with the products.

Greg was great to talk to. Very informative and unbiased. Appreciate the information.

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.

Well researched and helpful information.

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.

They were very professional and organized. They explained things to me very well and provided me with a great deal of relevant information during the decision process.

Before I contacted Joseph, I knew nothing about annuities & was very sceptical of this product. After speaking with him & reading his book, “Wealth Compounded”, I feel much more at easy concerning fixed & indexed annuities.

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.

Robert Baltzell was a great help explaining the type of annuity I had been sold by another agency. He went above and beyond my expectations when contacting Annuity Gator.

Excellent information provided by Barbara regarding a variety of annuities/fixed index annuities!!

Jeff was thorough and presented options objectively to suit my needs. There was never a pressure to sell, which I appreciated the most.

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

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.

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.

I worked with Mark Newman. When I first spoke to Mark, I didn’t know anything about annuities. Mark was knowledgeable and explained everything clearly. He helped me select the best one for me, then kept me updated on the progress in opening the annuity.

I was very pleased to get the insight I needed from Ryan and appreciate his advice without any pressure whatsoever to purchase through him.

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

Casey Madden was informed, caring and just what I needed.

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.

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

Joshua is very knowledgeable and not pushy about the subject matter. He was very pleasant to work with.

Excellent inf with no sales pressures .

Constructive thoughts -guidance and clear practical advice opening a conversation that was of Great benefit

I very much enjoyed working with Jeff Woodard. He is simple with the investment examples and keeps it real. There is no pressure to invest. Zoom calls are enjoyable and educational with plenty of information. I highly recommend learning, studying the investment strategies, and work with Jeff if you have questions.

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.

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.

Very informative

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.

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.

The following is an evaluation of my experience with Jason Seibert of Annuity Gator Involving the acquisition of an annuity. My assessment of the services provided by Mr. Seibert is that they were exceptional in all aspects. He was extremely knowledgeable and absolutely professional. Additionally, it was obvious from our initial conversation that his genuine motivation was the provision of appropriate options tailored to the specifics of my rather complicated circumstance. Most impressively, Mr. Seibert did not focus on selling me. He spent the vast majority of our time listening . After careful evaluation he provided several choices tailored specifically to satisfy my requirements. In closing I can say that with Mr. Seibert s assistance I am absolutely confident that I made the right choices.

Excellent information, explained well and no pressure.

All my questions were answered and I shopped siffernt annuities for a while.

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.

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.

Barbara Halperin has been Exceptional revealing with my account.

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

Very friendly and informative

Our advisor, Jim Van Meter, is awesome. No high pressure sales. Just common sense advise. He does his homework and gets back to you on a timely manner.

Sean is a wonderful young man who is a straight shooter. He is honest and clear, able to take the time to explain all that we needed. He teaches about different types of financial plans, and he actually follows up, by calls, emails and texts! Thank you!!

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.

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.

Steve Prce is the best “financial person” I have ever met. He puts forth much effort and is patient w/ a novice like me. Great to work with him.

Ms. Barbara Halperin was personable, uncommonly professional, impressively knowledgeable, and an excellent communicator. It was my distinct pleasure connecting with her.

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.

Darryl J. Stein was fantastic he went through several scenarios, to ensure we got the best product. We were looking to get extra income from the money we had in other accounts. The product he found for us beat other financial advisors literally by thousands of dollars, we were very pleased with Darryl from Annuity Gator and would recommend him to all our family and friends.

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!

Larry has been very informative

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.

Explained very well.

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!

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

David was informative, prepared and candid regarding his recommendation on which plan would be best for my retirement.

Great follow up.

Very good service and very informative.

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.

Terry Ciotti was available as scheduled and forthright with his recommendations. He fielded questions effectively and gave me assurances in the products offered.

Very informative and helpful.

Ryan is very informed with annuity options and was very helpful to me. I am just not ready to retire at this time.

The salesperson was outstanding. Jeff Blocker helped educate me and was very personable. He helped me to select the best option for me.

Easy to understand, plenty of common sense examples and no pressure tactics

Mr. Driggers’s strongest positive trait was his desire to please the client. He seemed very motivated to do that. He also seemed knowledgeable about the topic and the products available so he could offer good choices of products. Overall, I thought he did a very good job. I might attempt one constructive general comment that goes beyond Mr. Driggers. Personally, in my 74 years of life, I have never encountered an investment advisor, financial counselor, insurance salesperson et al. who listened to the client – except for one. They all talk a lot, often very amiably, but never really listened to me. This one individual who did listen sold insurance, and he was indeed unique. When he meant with us, the first thing he said was something like, “How are you doing? Tell me about yourself and your family. What are you thinking about? What are your needs and concerns? Why are you thinking about buying this product? And then he would listen and listen, taking a few notes, asking follow-up questions that, in retrospect were quite relevant to the business at hand. We ended up buying a large insurance policy from him, and remaining loyal to him until he retired. He apparently was quite successful as we received notices of the rewards and promotions he received. I am not a financial advisor. I don’t know much about it. But as a client, it makes sense to me that listening, asking appropriate questions, and trying to understand the clients needs, concerns, biases, feelings, and so on would be very important. Mr. Driggers did a fine job. If these comments are communicated to him, I hope he will not be offended but take them as an attempt at constructive ideas from a satisfied client.

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.

I was contacted by Bill Bieda, who did an excellent job of communicating with me by phone and email. Even though I had already lined up with another advisor, I was just checking the whole annuity idea out. He was helpful and willing to give advice.

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

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.

Awesome and very informative!

Jerry Means did an excellent job explaining annuities

Training is very good, but you have to put the time in.

Scott P was was excellent. Knowledgable and supportive, thank you!

Very knowledgeable on products available.

David was knowledgeable and forthright in his suggestions for the best plan for us.

The person who called me was very helpful. He went over and beyond my expectation. He was very professional and kind!

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

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.

Jason was super patient and took the time to explain our various options, based on our particular situation. Would highly recommend him!