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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 ✌🏼
David provided/explained the details
David provided/explained the details of my potential investment. He also kept our schedule promptly. Appreciate your help, David.
Tony help me transfer my 401k to
Tony help me transfer my 401k to annuity. Very much recommended
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.
Excellent summary and interactions to
Excellent summary and interactions to date.
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.
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 !
Very knowledgeable and solid advice
Very knowledgeable and solid advice. Great to work with. Very helpful.
Great info very helpful and
Great info very helpful and knowledgeable. Thanks again Matthew Taub
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.
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 love Steve of Annuity Gator
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.
No pressure and very informative.
No pressure and very informative.
Barbara provided a broad array of
Barbara provided a broad array of information and alternatives for me that I could not have researched and gotten on my own.
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.
Very informative and educational
Very informative and educational! Mike Kasich was very thorough explaining everything!! Just not ready to move forward at this time!
Feeling comfortable with my decision work with Sean!
Sean took the time to explain everything to me. I felt like he would make the same decisions for himself. I spoke with several, investment consultants and I have had better results from Sean than my previous financial manager.
Very professional and very little
Very professional and very little pressure.
Robert is very knowledgeable
Robert is very knowledgeable and listebed carefully to my concerns and answered my questions.
Not needed but very welcomed advise…
I have been following Annuity Gator now for several years so by the time I was ready to discuss annuity’s with a broker I felt very comfortable understanding the different types of annuities available in the marketplace. What I really liked was the broker that was introduced to me through AG. As he evaluated my current financial scenario he actually realized I did not need an annuity. I decided to get a small one just as protection in the future of some of my retirement funds. The whole process has been very professional. Thanks AG!
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
Constructive thoughts -guidance and
Constructive thoughts -guidance and clear practical advice opening a conversation that was of Great benefit
I was contacted by Mark Shelby who
I was contacted by Mark Shelby who answered my question and patiently walk me through very clear explanation on how annuities work. I also listened to the recent webinar that was very well done. Thank you, Lyn
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.
Helpful and Easy to Understand
Scott was very helpful in clarifying how the Allianz 360, ABC and the F&G Power Accumulator 7 might work or not for my particular situation. He speaks in a language that is understandable to lay people such as myself.
Great site
Great site, I learned a lot and follow up was great .
Very informative.
Very informative.
The have given prompt attention to my
The have given prompt attention to my questions.
I was extremely impressed
I was extremely impressed with the knowledge and expertise of my advisor. He made me feel confident and secure in allowing him to prepare a retirement plan to exactly suit my needs. He listened to all my concerns and offered excellent advice
I really like Sylvia
I really like Sylvia. My situation is complicated and feel confident that she will see me through all my options
Excellent service
Excellent service, answered all my questions without being pushy
Consolation
Very friendly and informative
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.
Helpful and Educational
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.
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.
Outstanding Service
Our experience working with Sean was so pleasant. All of our questions were address regarding the annuity which we were interested in. When we are ready to purchase another annuity, we will definitely be working with Sean.
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
Very knowledgeable on products
Very knowledgeable on products available.
Great service
Great service! Thank you
Great info and helpful
Great info and helpful
Best Advice Given Hands Down
Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.
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.
No pressure information or sales pitch
Excellent inf with no sales pressures .
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.
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!
Marcos is excellent
Marcos is excellent. Very knowledgeable, and explains all products in simple terms. Answered all questions, explanations made simple.
Annuities and investment opprtunities
Jim was very professional and excellent in explaining investment opportunities to a novice such as myself. Very much appreciated.
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.
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!
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.
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
Terrific explanation of annuities
Terrific explanation of annuities! Very helpful
Bill is fantastic
Bill is fantastic. Patient, informed, and experienced. This is a zero pressure, educational process. Very impressive organization.
We were greeted with very knowledgeable
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
Jeff is excellent to work with and to plan with
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.
Great service.
Barry was very helpful and responsive.
We couldn’t be more pleased!
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.
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.
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!
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 unbiased presentation of
Excellent unbiased presentation of products. Good communications and attention to details.
Annuity review
Explained very well.
Mike explained very detailed and thank
Mike explained very detailed and thank you
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.
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.
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.
I received great ,knowledgeable
I received great ,knowledgeable information from them.Helped me understand my current Annuity Policies
Our advisor Jim Van Meter
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.
Annuity Annual Performance
Barbara Halperin has been Exceptional revealing with my account.
Matt Did a Great Job
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.
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.
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.
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.
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.
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.
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!!!!!
Very helpful n honest
Very helpful n honest
Jason Solomon is very informed and
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.
Andrew Wallop knows annuities!
One on one service with a knowledgeable person who listened to my needs and concerns. I was furnished many options and after several meetings and countless emails, I could weed out what was not the right options. Then Andrew let me know his evaluations on what was still on the table. I never felt rushed nor pressured into anything. I feel my retirement plans are taking shape. I will contact Andrew / Annuity gator when phase two is to be put into motion.
Jeff was great
Jeff was great! Taught me so much about annutities and was patience with my questions!!
I was listened to rather than lectured…
I was listened to rather than lectured to.!
I received much good information to
I received much good information to think about during our conversations.
Annuity gator has educating videos and…
Annuity gator has educating videos and articles for you to make decisions with out trying to sell you products, I was paired up with a wonderful money manager to talk with and go over several different plans for my wife and myself. Again no pressure to buy anything. This is a good tool I wish I found it years ago.
Excellent information provided by
Excellent information provided by Barbara regarding a variety of annuities/fixed index annuities!!
informative interview
informative interview. Jeff Katz was great, just think I started looking too soon. but knowledge is golden.
Jay at Annuity Gator was very helpful
Jay at Annuity Gator was very helpful. There is so much noise regarding annuities that I wanted to do a “gut check” with an independent advisor regarding a couple of different indexed annuities. He was very responsive and easy to speak with. I highly recommend.
The adviser was knowledgeable and
The adviser was knowledgeable and answered my questions thoroughly without attempting to sell anything.
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.
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
David was knowledgeable and forthright
David was knowledgeable and forthright in his suggestions for the best plan for us.
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.
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
Terrific honest insight and counsel
Terrific honest insight and counsel into often complex annuities.
Brian Connor was a pleasure to work
Brian Connor was a pleasure to work with.
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.
Understanding your annuity
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.
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
I had a fantastic phone discussion with
I had a fantastic phone discussion with John. He provided me with a great understanding of how annuities work.
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!)
Annuity gator has educating videos and
Annuity gator has educating videos and articles for you to make decisions with out trying to sell you products, I was paired up with a wonderful money manager to talk with and go over several different plans for my wife and myself. Again no pressure to buy anything. This is a good tool I wish I found it years ago.
Relationships Matter
I had contacted Annuity Gator to get a rating on an annuity product that I heard about from another financial company. Terry was completely familiar with that product along with another product to consider from the same underwriter. Terry spent as much time with me as I needed to completely understand each product, and I felt that he listened to my goals and concerns. Terry explained how Annuity Gator would provide assistance to me for multiple years over the term of my annuity, which made me feel like I was entering into a relationship with the company. Terry made me feel like a person instead of a prospect.