Need help? Call: (888) 440-2468 (or) email: [email protected]
If you’re looking for a predictable way to grow your retirement income while safely growing your money regardless of market conditions, then we may be able to help you.
Now more than ever before, people who are retired or approaching retirement are considering annuities to secure their financial future.
And you can too …
… but only if you have access to all top annuities available and little-known “safe money” strategies that less than 1% of advisors know about.
If you’re ready to learn the simple truth about financially preparing for retirement today, make sure you review this page in its entirety…
You may have heard that the bigger the pile of money, the better your retirement will be, but that’s not necessarily true.
You see, your assets can be lost, stolen, defrauded, sued, decimated in a market crash, or wiped out by long-term care.
Sadly, many financial salespeople are still pushing the same old traditional financial advice they’ve been promoting for years, which may be downright dangerous for those approaching retirement.
A successful retirement should focus primarily on generating income, protecting your retirement savings, and securely growing your money. Often, clients reach out to us to generate a retirement income they can count on for the rest of their lives – and, if applicable, their spouses’ lives.
The retirement rules have changed — what previously worked in the past doesn’t work for the average investor anymore because the “old rules” of retirement no longer apply.
But here’s the good news!
There’s a straightforward way to get predictable and guaranteed income for life and get a reasonable rate of return – while protecting your money from market downturns.
There are certain annuities that may give you the potential to earn interest — when the market goes up while retaining all your gains if the market goes down.
When the market falls, your principal is protected, which means your account’s principal balance is protected from a market downturn. Because of this unique feature of certain annuities, you’ll never have to make up for past losses.
At Annuity Gator, our area of expertise is helping clients research, review, and purchase the best annuities right from the comfort of their own home. We also have exclusive access to certain annuities inaccessible to most financial advisors.
We aren’t like many other financial advisors known as “generalists.” A generalist financial advisor typically offers traditional financial planning services and may not have the expertise to help clients who are retired or approaching retirement.
We are retirement planning specialists and focus specifically on developing “safe money” strategies to ensure that our clients NEVER run out of money during retirement while helping protect their nest egg.
Our entire process of helping people financially prepare for retirement is based on math and science.
The financial industry has gotten too expensive, too complicated, and too out of touch with actually helping people reach their goals.
During your Annuity Evaluation, we will show you how to reach your goals, protect your assets, and do so in the lowest risk, lowest cost manner possible.
There is no cost or obligation to buy anything.
It will likely be the most valuable 30 minutes that you invest in your financial future this year.
What’s next? Read through this page. Watch our client case study videos. Then sit back & wait for your Annuity Evaluation Call.
Chat soon!
The Annuity Gator Team
We will gather some basic information from you to understand your retirement and financial goals and determine if we will be reviewing annuities for income or protected growth (or a combination of both).
We’ll use our proprietary software to calculate exactly what each insurance company will offer you based on your financial goals.
We’ll use our computer models to compare side-by-side the best annuities that are available in your state, based on numerous factors such as your age, marital status, and the dollar amount.
Once you have identified the annuity you would like to purchase, we will guide you through the process to ensure it’s a smooth and enjoyable experience.
Annuity Gator is a nationally recognized website that educates consumers about annuities and retirement planning.
Launched in 2012, as the original annuity “investigator”, Annuity Gator publishes annuity reviews, and 180,000 Baby Boomers each year access free retirement tips and trusted annuity advice.
Through Annuity Gator, consumers get connected with our advisors to research, compare, and purchase the best annuities.
Annuity Gator advisors help consumers review their financial goals and calculate precisely how much they need to comfortably retire.
Our vetted and trained Licensed Annuity Investigators provide consumers with honest annuity guidance and personalized annuity recommendations.
Licensed professionals from our team have helped thousands of families across the nation protect their income and wealth.
Ready to get started?
– The Original Annuity “Investigator”
The Annuity Gator Team
P.S. First, ask yourself, what does your ideal retirement look like to you?
Think about it; your reasons are the best reasons.
Then imagine what your life would look like if you achieved your dream retirement lifestyle. What would life feel like to you?
Then ask yourself why this is important.
Some people would want to spend time on the golf course, while others would want to travel to visit friends and family. Maybe you would go out to nice dinners, enjoying the freedom that retirement has to offer WITHOUT any financial burdens or stress.
You have the peace of mind to spend your money freely and confidently, regardless of market conditions. And the best part?
You can sleep well at night knowing that you have predictable, guaranteed income coming into your bank account on the first of every month like clockwork, month after month, never stopping, and never running out for your entire life.
So what’s next?
Simply sit back & wait for your Annuity Evaluation Call with our team.
In the meantime, feel free to go through the additional resources below on this page (I.E. Download our reports and watch our client case study videos).
We look forward to connecting with you.
And let’s see if we can help you build your dream retirement.
Chat soon ✌🏼
All content is for educational purposes only. 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. 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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Phone: (888) 440-2468 Address: 7850 N Silverbell #114-194 Tucson, AZ 85743-8219
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
Helpful advice given
Helpful advice given, good information
Easy to understand
Easy to understand
Honest friendly advice
Very knowledgeable. Good professional advice.
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.
Annuity Gator STAR
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!!
Thank you for all the important info at
Thank you for all the important info at this time of my life.
Joshua: Annuity Gator
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.
Russ was great
Russ was great. Very knowledgeable and nice guy!
Robert Baltzell was a great help
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.
Lance Riddle worked with my wife and I
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.
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.
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.
Great resource and helpful and knowledgable agent
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!)
Great info and helpful
Great info and helpful
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.
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
Barry is a great representative for
Barry is a great representative for your company. He is patient, knowledgeable, shows empathy and has been very professional.
I received much good information to
I received much good information to think about during our conversations.
Jeff was a great guy to get information
Jeff was a great guy to get information regarding annuities. He did research for our fafamily
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
Michael K
Michael K. I exceptional! We appreciate his insight, advice, counsel, and perceptions!
No pressure information or sales pitch
Excellent inf with no sales pressures .
Patiently stayed with me while I
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.
Great service.
Barry was very helpful and responsive.
Annuity Gator is a Great Research Tool !!!
Possibly because I had rolled over a 401K to an annuity, I had begun getting a lot of other annuity sellers’ emails. One of them was Annuity Gator, but I did not know what they did. I realized that my annuity was not going to provide an income stream for 10 years so I contacted the “salesman” who sold me the annuity and I got nowhere. It took several phone calls to get the situation looked at and 4 months to get an answer. It was then I contacted Annuity Gator, but they wanted me to talk to one of their national representatives. I asked them to give me a local representative and that’s how I met Eli Mitcham over the phone. It was he who worked with me through the process which was difficult. After a lot of email correspondence and a lot of time, Eli’s diligence to undo the financial mess I was in paid off. His knowledge of the business is admirable. Eli is a knowledgeable and honest person and that is an awesome combination.
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.
My annuity education
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
Wade Menzies is wonderful
Wade Menzies is wonderful. He explains everything thoroughly and is not pushy. He is a joy to work with him
I dealt with Cal Menzies who walked me
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.
Sean Sparkman was Totally helpful in
Sean Sparkman was Totally helpful in every step of the way, helping me to get set up with the right annuities and any time I have questions or concerns, he has been Right on Top of things to make me feel Totally at ease. Keep up the Good work, Sean!
Excellent explanation in detail the
Excellent explanation in detail the pros and cons of investing in annuities.
The agent was very respectful and
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.
Jeff was great
Jeff was great! Taught me so much about annutities and was patience with my questions!!
Very Honest
Jason made everything make sense and way easier to understand.
From what I can see
From what I can see, your representative is very knowledgeable and that is what a fiancial planner is required to be!
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.
Excellent service
Excellent service, answered all my questions without being pushy
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 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.
Advisor was very seasoned informational
Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!
John Montoya gave us very valuable
John Montoya gave us very valuable information. Pleasant and thorough. Always on time with a scheduled appointment. Will definitely consult John again.
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.
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.
Lot of great advice.
Lot of great advice.
I would like to let everyone know that
I would like to let everyone know that Sean Beckerman is the BEST!!!!! He is very knowledgeable and willing to explain what can be complicated in a way that I was able to understand. I have recommended Annuity Gator and Sean specifically to everyone I have spoken to regarding retirement. I am confident that Sean has created a plan specific to me based on the time he took to get to know me and help me fine tune my retirement goals. SEAN IS THE BEST!!!!!
A great phone meeting.
Barb was helpful, honest, obviously loves the subject-matter, and is very personable to talk to.
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.
Great follow up.
Great follow up.
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
Great
Great, he was very good .
William Seeley was excellent in keeping
William Seeley was excellent in keeping up with the progress of my annuity. We will use him again in the future!
Steve Prce is the best “financial
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.
Robert is very knowledgeable
Robert is very knowledgeable and listebed carefully to my concerns and answered my questions.
Patiently stayed with me while I…
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.
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.
Brett Toomey is an AWESOME financial
Brett Toomey is an AWESOME financial agent~~ I’ve purchased my indexed pre-tax dollars annuity thru him and he was patient, pleasant, informative, knowledgeable, thorough, efficient and reassuring! Now I’m getting ready to purchase my after-tax dollars indexed annuity thru Brett and looking forward to the experience … AND the peace of mind that comes with knowing I’ve been given excellent advice that assures me a steady yet available income in my elder years due to Brett Toomey & Annuity Gator!!
Cassy was professional and
Cassy was professional and knowledgeable.
Great effort had been put with client
Great effort had been put with client. Very satisfy with the service provided by Phillip. Honest answer , no pushing to do business which Mach my personality. Thank you Philip.
Jason is an excellent advisor
Jason is an excellent advisor. I had a lot of support when most needed.
Joshua Schlinsky
I am delighted to share a review of my recent experience with Joshua Schlinsky. Annuity Gator provided the contact with Joshua, and I am glad they did. Initially, he listened to understand my needs, wants, and fears. He took the time to educate me on the alternatives available in the field of annuities. He answered every question and never pushed for a sale. We met several times by phone and Zoom meetings, and he walked us through a process that resulted in a slightly different approach than we started out with. I would recommend Joshua without any reservation. Thank you, Joshua.
Josh was wonderful to work with.
Josh was wonderful to work with. No pressure and explaining the various products available. Would recommend him to anyone wanting an annuity David Kahn
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.
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.
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.
Jason Siebert was patient and VERY
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.
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.
Bill is fantastic
Bill is fantastic. Patient, informed, and experienced. This is a zero pressure, educational process. Very impressive organization.
Always get a second opinion
I was given incorrect information about taxes, I m glad I didn t go ahead with the transaction.
Selecting an Annuity that suits your needs
While exploring Annuities, I was contacted by Annuity Gator. I was provided pertinent advice that helped me choose an Annuity that fits my needs.
Rave Review
Outstanding service and knowledge base by professional staff. Extremely helpful in delivering quality assistance.
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.
Informational!!
Informational!!
Excellent Service from Donna.
Donna was there with me every step of the way. She was very thorough about all the products and services available. She made me feel like I made good choices and know she will always be there for information and support.
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
Glad We turned to Annuity Gator !!
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.
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.
Working with Cal was fantastic
Working with Cal was fantastic. We did talk to other representatives from other companies and he was by far the best. He had a lot of patience with us. Never pushed us and provided all the information that we need, asked about our goals and was always there to answer any question we had.
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.
Before & After
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.
Knowledgeable on the subject
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 .
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.
Mark Newman: Takes the complex and make it simple
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.
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.
I received excellent service from Mark
I received excellent service from Mark Shelby.
Excellent information
Excellent information, explained well and no pressure.
Annuity review
Explained very well.
Very knowledgeable people who seem very
Very knowledgeable people who seem very transparent. Take the time to explain complex investment strategies
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.
Outstanding
Outstanding Knowledgeable No hard sales Comprehensive Personable
Explaining my Annuity
A very helpful conversation re: explaining how my annuity works as well as the pluses and minuses!
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.
Constructive thoughts -guidance and
Constructive thoughts -guidance and clear practical advice opening a conversation that was of Great benefit
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.
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
I learned a lot about Annuity
I learned a lot about Annuity. Very informative. Thanks
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.
Spread income for retiring years will
Spread income for retiring years will bring seniors peace in mind.
Very personable and knowledgeable advisor
Excellent service. Appreciated the seminar by Terry. Have received excellent service, responsiveness, knowledgeable and very personable advisor, Barbara Halperin. She is great. Have already recommended her to others. Thank you, Barbara!
Excellent
Excellent – Jerry was professional, friendly & very helpful!