Annuity Gator Has Helped Countless Clients All Around The Country Purchase An Annuity
Here’s What They Have To Say:
Need help? Call: (888) 440-2468 (or) email: [email protected]
For Investors With $100,000 or More In Their Portfolio...
(And Without Having To Deal With Pushy Financial Salespeople!)
Book Your Annuity Evaluation Phone Call Now Tap here to book your Annuity Evaluation phone call
(From the comfort and convenience of your home!)
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 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?
Click here to book a complimentary 1:1 Annuity Evaluation Call with our team today.
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.
HERE’S HOW WE SET YOU UP WITH A LICENSED ANNUITY “INVESTIGATOR”
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.
DON'T JUST TAKE OUR WORD FOR IT...
Our Licensed Annuity Investigators Help Clients All Across The Country Find The Best Annuities, So They Can Retire With Confidence…
Here’s What They Have To Say:
Jerry Means did an excellent job explaining annuities
Dan
Excellent support and service. I would highly recommend to anyone that needs an annuity.
Mary
Great info and helpful
Rocky
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
Lyn
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
Patricia
Jim was very professional and excellent in explaining investment opportunities to a novice such as myself. Very much appreciated.
Elijah
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.
George
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!)
Maggie
Terry was very helpful explaining the options I have and how each one works in general and also specific to my situation. I will review his information and go over it with my wife. Just not sure if this is the time for me to commit yet since I do have other income sources currently filling any potential gap, but I can see where a FIA would be perfect for me if one or more of these sources were interrupted and a gap materialized.
Michael
Easy to understand, plenty of common sense examples and no pressure tactics
Saul
Scott P was was excellent. Knowledgable and supportive, thank you!
Dts
While exploring Annuities, I was contacted by Annuity Gator. I was provided pertinent advice that helped me choose an Annuity that fits my needs.
Jay
It was very educational.
Donna
Great information very well presented!
David
Very informative and educational! Mike Kasich was very thorough explaining everything!! Just not ready to move forward at this time!
Joanne
Most excellent information....Love Annuity Gator.... "Paige" is a great teacher!
Danny
Seemed very impersonal and intrusive
Dilipkumar
Excellent summary and interactions to date.
Robert
Training is very good, but you have to put the time in.
Phillip
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.
Martha
Great experience. Answered all my questions.
Frank
Very friendly and informative
Andre
James went the extra mile to ensure that our needs were satisfied.
Kenneth
Jeff was a great guy to get information regarding annuities. He did research for our fafamily
Duke
It is pleasure to work with Larry. It seems he knowledgeable and professional. He give multiple options and clear explanation about Output value you may expect
Lana
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.
Elizabeth
I was fortunate to have found a person that I could trust with my money. Mr Soloman is highly recommended.
Maurice
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.
Annuity
Great service, help, and content in your webinars......very helpful!
David
Lot of great advice.
Sal
informative interview. Jeff Katz was great, just think I started looking too soon. but knowledge is golden.
Charles
I received excellent service from Mark Shelby.
Lyn
Great site, I learned a lot and follow up was great .
Steve
The best information on annuities out there
Rocky
Very helpful in Explaining my annuity product, how it works and it s pros /cons Also offering alternative options and insight Thanks Casey
Lois
Terry Ciotti was available as scheduled and forthright with his recommendations. He fielded questions effectively and gave me assurances in the products offered.
William
Responded promptly with honest answers.
Kurt
Sean Sparkman has not been pushy. He has been ridiculously patient with my lack of knowledge. He frequently sends educational articles.
Minnesota
Great resource for professionals in the financial services industry. Great sounding board.
Elliott
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.
Robert
Good service! Answered all my questions. Very easy to work with.
Richard
Great service! Thank you
Lana
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.
Laura
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.
Patricia
Spread income for retiring years will bring seniors peace in mind.
Yam
I had a fantastic phone discussion with John. He provided me with a great understanding of how annuities work.
Catherine
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.
Joseph
GOOD INFORMATION
Ine
Terrific honest insight and counsel into often complex annuities.
John
Very good service and very informative.
Ernesto
Excellent support and knowledgeable answers. If you want objective, fact based information, this is a very good resource.
Apples1128!
the information was very informative.
Kurt
Immediate response from an extremely knowledgeable and professional financial consultant.
Kipp
Very helpful full of information
joseph
Very informative
Robert
Doug Bentle was very informative and helpful in educating me on different annuities and proposed few products for me to consider investing for retirement.
Hersh
Very responsive company and people. Happy to be part of their team and journey.
Jerry
From what I can see, your representative is very knowledgeable and that is what a fiancial planner is required to be!
Marguerite
Excellent service, great advice. I d recommend them to anyone looking for transparent and quality annuity advice.
Mike
Terri has a great deal of info on annuities to help with your decision to buy which type of annuity.Like he tells you he doesn't guess, he takes hard information and drafts a plan for you.
Guy
Excellent information, explained well and no pressure.
Suzanne
Very professional and very informative
Bob
I received great ,knowledgeable information from them.Helped me understand my current Annuity Policies
Howard
Great, no sales pressure very informative.
David
Doug is very well versed and explains things very well.
David
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.
Art
Very helpful n honest
Asuncion
After talking to the gentleman about My up comming retirement I figured the information I was told would not work more than a few years at best.
Dallas
Thank you for all the important info at this time of my life.
Ronny
I've been working with James Ault. He has been GREAT! Answers all my questions. Follows up as needed. Timely, knowledgeable, and friendly. I look forward to continuing to work with him.
Greg
Barbara provided a broad array of information and alternatives for me that I could not have researched and gotten on my own.
CSR
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.
Jane
Brian Connor was a pleasure to work with.
Barry
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.
Beth
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
Joe
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.
Jim
Greg was great to talk to. Very informative and unbiased. Appreciate the information.
Pat
We enjoyed speaking with you and learning about your products.
Jeannie
So far so good.
Pradumnakumar
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.
Emad
Helpful advice given, good information
Wilson
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.
Joanne
I was very pleased to get the insight I needed from Ryan and appreciate his advice without any pressure whatsoever to purchase through him.
DM
Great follow up.
Susan
Very informative.
Kim
Outstanding service and knowledge base by professional staff. Extremely helpful in delivering quality assistance.
Ken
Hello, Sean Sparkman was Honest, hardworking and diligent. in my search for an agent for annuities he is a lucky find.
Kyster
Outstanding Knowledgeable No hard sales Comprehensive Personable
Michael
Excellent - Jerry was professional, friendly & very helpful!
Jeff
Merrit Strunk was great. He took a lot of time explaining different products. He was very knowledgeable in annuities. Was not pushy at all. Very good experience
Brent
I learned a lot about Annuity. Very informative. Thanks
Anita
Michael K. I exceptional! We appreciate his insight, advice, counsel, and perceptions!
Michael
Scott was very knowledgeable. It was a good first call.
Gary
Marcos is excellent. Very knowledgeable, and explains all products in simple terms. Answered all questions, explanations made simple.
Len
Very honest and upfront
James
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.
Rex
Very informative. No pressure. Mr Ault used your comparison tool to show us real performance numbers so we could pick best combination of policies for our needs. He made a good suggestion to diversify even in annuities. We can build a portfolio of annuities for different purposes not just plow into one. Some are best for income, some for growth, some for legacy. We can tailor a portfolio of annuities just like a stock/bond portfolio but with less risk. We are very satisfied.
Timothy
Bill is fantastic. Patient, informed, and experienced. This is a zero pressure, educational process. Very impressive organization.
James
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.
J.Perry
The have given prompt attention to my questions.
Dana
good service
sri
Informational!!
Chemist
Thus far, all is going very well and all questions have been answered.
Wallace
The advisor you put me in touch with (Barb Halperin) was very knowledgeable and helpful. She answered all of my questions and offered me three attractive options. Unfortunately, due to restrictions on my existing 403(b) plan that prevent me from moving money out of it while I am still actively working, I am unable to take advantage of the annuity options she offered until I actually retire or leave my job. I definitely plan to reconnect with her when that happens.
Paula
Cassy was professional and knowledgeable.
Mark
Awesome and very informative!
Suzanne
Very knowledgeable people who seem very transparent. Take the time to explain complex investment strategies
George
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
Kyster
Excellent information provided by Barbara regarding a variety of annuities/fixed index annuities!!
James
James was quite thorough and professional in presentation.
Warren
Paige Peterson is a very helpful Financial Advisor.
Jay
I had many questions about Annuity's and did not feel the people I had been talking to were giving me all my options. But one email to Annuity Gator began a process where they went the extra mile to inform me of the many choices out there. I even got a breakdown in the mail just today. I would recommend them to anyone looking to find out more on how annuities work and what to expect across the board. They have been outstanding in helping me make some tough decisions. Thank You!
Randy
Advisor was very seasoned informational and extremely knowledgeable. Great Experience!!!
Joseph
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.
Bailey
Easy to use and informative information the the website. Helpful consultants.
Debbie
I was provided very useful information about different choices available for me to meet my financial goal. Thank you very much.
Narayan
Mark Shelby has been very thorough, and provided tax and other information that clearly we were not anticipating on our own. He has been a tireless and informed information provider for our unique circumstances! Thanks for all your assistance!! Henry and Lisa Austin
Henry
Scott Plamondon has been a dream to work with. He explains everything in super easy terms. I am not very savvy when it comes to insurance, retirement plans, stock market, etc but realized at age 60 that I needed to hone my skills because no one else is going to do that for me. Scott has shown me step by step how to protect my little nest egg from rising taxes and make sure I have a tax free stream of income in my retirement.
D.
Great, he was very good .
Customer
Rocky was be informative and very patient with my questions. He answered to my understanding and help me comprehend how annuities work. He called to check on me several times to follow-up if I had any questions. He's been great throughout the whole process. I would recommend Rocky to anyone that was getting close to retirement and wanted to check out an annuity.
Diane
It was a pleasure working with the advisor. The advisor provided adequate information to make a decision.
Kishore
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.
Mike
Warren was very helpful and offered good information
Andrea
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.
Harry
8/28/2020. Annuity Gator provided me a place where I could go to get the answers I needed. Mark Kenny who is a licensed Annuity advisor & part of their research team was quick to help me who truly dedicated his time & effort to give me a broad understanding about my annuity. He is extremely knowledgeable & very professional. I highly recommend MARK KENNY to anyone seeking how annuities work & what to expect thru understanding yours.
SUSAN
i was originally impressed by AG's CEO, who's experience level, background and thorough introductory video got me interested enough to call for an appoint. I'm beyond happy that Brett Toomey, also massively experienced, smart, considerate as well as very humanly approachable with a great sense of humor, was assigned to my inquiry. Brett has been beyond patient, listened to my description of my situation, spent time researching best case scenarios for me, then explaining them to me carefully. Within a few telecons, I was able to invested in a great product, an indexed deferred qualified rollover annuity I'd never heard of before. I'm beyond impressed w/Brett AND Annuity Gator!
Connie
Sean Sparksman was very Helpful and polite I will keep him in mind for future dealings
Paul
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.
Carol
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
Angelyn
Brett Toomey is the most informed, experienced financial advisor I've ever encountered! The online video by AG's CEO drew me in as it's info seemed straightforward, knowledgeable and sensible. But Brett Toomey captured my business (one Trad IRA based deferred/indexed annuity ... about which I knew NOTHING until Brett explained it patiently til I DID understand it) and soon another annuity, deferred, non-IRA cash based. Because I trust Brett completely. He's smart, likeable, has a sense of humor and seems to respect me even though I'm NOT a financial wiz!! I absolutely and completely recommend AnnuityGator, and Brett Toomey in particular. Connie B ")
Connie
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.
George
I was unfortunate to have had a very unqualified & dishonest financial advisor for my IRA investments including my Annuity. I was recommended by Fidelity to contact Annuity Gator for advice. I am fortunate to have been connected with Merrit Strunk as my advisor to advise about my inappropriate Annuity. He has shared his knowledge, expertise, & sincere caring attitude & attention to my situation. I am very grateful for his professional advice. Thank you!
LS
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!
Dave
I was given incorrect information about taxes, I m glad I didn t go ahead with the transaction.
Mark
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.
Barbara
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!
JohnC
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.
Timothy
Great products
Sharma
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.
Mike
I received much good information to think about during our conversations.
Robert
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
Linda
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.
Draga
Explained very well.
Prahad
John Montoya gave us very valuable information. Pleasant and thorough. Always on time with a scheduled appointment. Will definitely consult John again.
Robert
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.
Reginald
The honeymoon phase was excellent. I will review more as time go on. Sean Mason is an amazing advisor. He speaks in terms the layman can understand. He is not pushy and takes his time explaining and answering any questions you may have. He did not try to sell me on anything and let me soak in the information given and time to research on my own. He said he was there if I needed anything or had questions to give him a call. Give him a call and just talk to him about your concerns, I have a feeling you will be glad you did.
Desiree
Casey Madden takes the time to explain annuities and what investment options may be best for your needs.
Pam
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.
KAte
I really like Sylvia. My situation is complicated and feel confident that she will see me through all my options
Donna
I had been searching internet for information on annuities and working with two other advisors. When Annuity Gator contacted me, I knew almost immediately I was on to something. He listened to my circumstances, asked a lot of questions and even reviewed the other suggestions I received. He just knew what I needed, explained very thoughtfully and thoroughly. And I do not have a great deal to invest. But Annuity Gator's Advisor knew just how to help me retire at 65 and provide for my disabled Son. I am so thankful to my Advisor and Annuity Gator! I never thought it was possible. Thoroughly professional and more helpful than anyone!! Great decision!
Belle
Isaac Tetley has been very helpful and has taught me some things about annuities. I plan to do some business with him.
Michael
Rocky was very helpful and provided good advise and was upfront if he didn't know full details of a particular product.
Ray
I and my wife are both going to be fully retired. Not managing money very well for 64 years of age I need someone that could educated my going into a presentation mode where I don t want to be fully in the stock market in the later years of life. I am so great full that Marco Pallares contacted me to put a plan even be a year away from taking action he took his time explaining the opportunity that we can use. Thanks Marco!!!
James
Very informative and helpful.
Larry
Larry has been very informative
C
Excellent service, answered all my questions without being pushy
Prem
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
Reginald
Worked with Ken Anderson from NJ. He walked us through the entire process, was very professional and we feel he advised us properly. We committed to an annuity that fit our particular needs, investing a lump sum , choosing to wait 4 years to start our withdrawal and feel the value is acceptable with the investment we made. We would highly recommend Annuity Gator, and especially Ken Anderson.
David
Annuity Gator never did make contact with me to set up a review of my financial plan?
Robert
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.
Linda
Excellent inf with no sales pressures .
Frank
Terrific explanation of annuities! Very helpful
Kathy
The person who called me was very helpful. He went over and beyond my expectation. He was very professional and kind!
La
Constructive thoughts -guidance and clear practical advice opening a conversation that was of Great benefit
O.
Excellent unbiased presentation of products. Good communications and attention to details.
George
Sean was outstanding..His personality and patients in answer my questions was first rate..I would recommend him to anyone.
Jon
Russ was great. Very knowledgeable and nice guy!
Karen
Very professional and very little pressure.
John
Barbara and Terry were excellent and helped us a lot. They were very knowledgeable and patient with us. Thanks Dale and Liz Nuzum
Cindy
Josh was excellent, explaining program details thoroughly and answering all questions. No pressure approach is definitely appreciated.
Sharron
Josh was wonderful to work with. No pressure and explaining the various products available. Would recommend him to anyone wanting an annuity David Kahn
David
Very helpful always answer my call.
rita
Lots of great information and very helpful in reviewing my current portfolio and provide options.
Maria
Mike explained very detailed and thank you
Venna
Kenneth Anderson offered excellent service. He's very professional and very informative.
Jenny
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.
Physical
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.
TampaJoe
Joshua is very knowledgeable and not pushy about the subject matter. He was very pleasant to work with.
Rick
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.
Regina
Mike was absolutely terrific! He walked me through everything & just sat back & let me make my own choice.
R
The person I am in contact with is on target for everything. He keeps me informed, answers any of my questions fluently. He doesn't treat me like any questions are foolish or not necessary. He helps me with communication if needed on the computer. His name is Michael.
Angelyn
Great customer service. My adviser Eric Welty is very knowledgable and patient and he explains and answer all my questions.
Alma
Great service,very friendly and knows what he is talking about
Jeffrey
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.
Steven
Awesome company. Great experience.
Fay
Very knowledgeable advisor. Opened me to new products that I am able to review.
James
Hi, it was nice to talk business with Casey, he was able to explain about annuities and was clear about the various options that we have as we prepare for our future as retired folks. We hope that we can work with Casey going forward and develop a nice balanced plan. Thank you
John
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
Louise
Excellent explanation in detail the pros and cons of investing in annuities.
vasilios
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!!
Connie
I had a phone meeting with Joshua Schlinsky. He is extremely helpful and knowledgeable on the subject. He was very patient with all my questions about annuities and answered all of them. He is very good at what he does. I have decided to go another direction with my savings but Mr Schlinsky would be someone I would highly recommend to my friends and family. Thank you, Jon Jeffery Tyler
JEFF
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
Robert
Merritt Strunk provided awesome help with questions regarding a competitors Annuity and never even talked about another product or tried to sell me something.
Jeff
Best annuity adviser . Deep and wide knowledge . Amazing analysis software for different annuity products.
customer
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.
Donna
I am happy we had the talk it made me feel safe with my annuity that I did not flush my money. I also look ford ward to us talking again.
Lonnie
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.
Jake
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.
Jack
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!!
George
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.
ron
Scott was very knowledgeable and explain annuities where I could understand. It was very pleasant and helpful on the phone and I would recommend him.
Bonnie
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
Edward
A very helpful conversation re: explaining how my annuity works as well as the pluses and minuses!
Connie
Jason has been so helpful explaining the different types of annuities! We will definitely recommend Jason and Annuity Gator to our friends and family.
Scott
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 .
customer
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.
David
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.
Don
I was looking into consolidating several IRA's in hopes of lessening the time and effort needed to manage them. I wanted to check into annuities to see if they were right for me and the people at Annuity Gator spent a lot of time and sent me material to help me understand annuities. I believe they presented several products that were quite attractive but at this time I decided to continue my course of action. I will use the information they gave me so that in the future I can confidently choose an annuity from them that fits my needs.
Jack
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.
FL
Tim Walker was great to work with! He met with me several times to thoroughly understand my retirement goals and risks I was willing to take. Then he came with back with a few options for me. He took the time to review them in detail and answered all of my questions. Then once I decided what I wanted he got me set-up. Overall it was a great experience working with Tim!
Ruth
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.
Suzanne
Casey Madden was informed, caring and just what I needed.
Diana
The adviser was knowledgeable and answered my questions thoroughly without attempting to sell anything.
Craig
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.
Woody
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.
John
Very educational. Took the time to really learn about our needs and answer questions. Built trust and rapport. James L. Robinson
James
Terry is a wealth of knowledge and an asset to the annuity and insurance industry!
John
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!
Marvin
Robert is very knowledgeable and listebed carefully to my concerns and answered my questions.
Debbie
I got in touch with Terry at Annuity Gator, was very pleased with his knowledge of annuity I've had one for years with another company. Needed someone's honest opinion about rolling it over into another . Terry took his time and went over it with me. He told me to keep what I had, not to change a thing. How many sale people would tell you that, most are out for a % for what they sell.If you need help with an annuity, please get in touch with Terry, he's honest and trustworthy.
J
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.
Jim
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!!!!!
Jody
I ve worked with Terry for almost three years now and consider that s he s done an admirable job. He s answered all my questions and preempted many many more. My wife and I feel quite secure in the fact that the money we ve invested via Terry s recommendations will pay dividends in our retirement. More importantly, we can think about enjoying these next few years prior to retirement than wonder we ve set aside enough for a comfortable retirement. I can wholeheartedly recommend Terry if you re serious about your financial future and want to work with an honest straightforward individual who s interested in your financial success rather than maximizing his own profits.
Enrique
Well researched and helpful information.
Billie
I cannot say enough good things about Terry. I was heavily invested in index annuities and Terry helped me roll everything over to fixed annunitys. It was perfect timing, seeing what is going in the stock market. His knowledge of annunitys put my mind at ease as we chose what to invest in going forward. Security was my number one concern so he helped us achieve that goal. I look forward to working with him again.
Jim
Bill Decker was very informative and helped me and my wife understand all of our options. With all of the uncertainty in the investing world right now he explained our options in a way that will help us in making the right decisions going forward. I highly recommend Bill for anyone that would want an advisor that they can trust and is great at explaining financial matters in an easy to understand way.
Paul
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.
Loren
It has been a pleasure working with Joshua. He was patient and thoughtful. he help me to understand all the type of annuities and help me pick the one that fit closest to what I wanted to accomplish. He was always on time for all of the zoom appointments that were set up. All the prelims are done and I am just waiting for my papers to be delivered. Thanks Joshua
Charlie
very friendly honest and gave great advice on what was the best option to take in a bear market
Francis
Appreciated the in-depth review we received and especially the detailed data analysis and summary of our path forward thru retirement.
atlPeter
I started looking on line for a better interest rate than my bank. This was my first experience on line. It turned out beautiful. Sean was very knowledgeable and helpful. He knew his math and listened to what my needs were. He always gave several potions to choose from. Each was explained in great detail. The one I chose gave me an extended death benefit and an option if I became serious ill. I didn't feel totally bound and not able to get my money. I was a little concerned since he didn't have an office in my state or hometown. I have been with him for a year and am totally comfortable with my ability to talk to him when needed. This was money that was not needed in the near future yet I still could access it for a serious emergency. The entire plan seems to look out for all my worries. Sean spends the time with you! I am so lucky to have found this annuity. I did my due diligence an found this insurance company met my requirements. Sincerely, Rosemary J. Waldron
Woody
I had an absolutely marvelous experience with annuity gator as presented to me by Barbara Halperin. This was a no pressure no high intensity sales pitch rather it was an honest and frank discussion of financial goals and the best way to achieve them. Barbara was very knowledgeable, understanding, and complete in her explanations and recommendations. There were not any hint of annoying callbacks rather only professional communication and timely phone calls. I have recommended Barbara and annuity gator to several family members and friends as a result of my experience. There were no stones left unturned and questions were answered, I m sure multiple times, with a five star rating to this company and especially to Barbara Halperin. Thanks again Barbara and annuity gator
Bruce
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!
Victor
I was very close to retirement as a federal government employee and interested in securing an annuity. I had an idea of what I thought I wanted in general terms, however I just wasn t as aware of the types of specific annuity resources in the market place. I was grateful to work with Mr. Terry Ciotti. He provided the research and effort to inform and help me make the best choice for my retirement annuity. He was thorough and detailed with options to consider, patiently answering all of my questions. I remain most grateful for his knowledge and expertise and highly recommend him and the folks at Annuity Gator!
Michael
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.
Janet
Barbara Halperin has been Exceptional revealing with my account.
Frederic
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.
Steve
William Seeley was excellent in keeping up with the progress of my annuity. We will use him again in the future!
Steven
I m absolutely pleased to work with Cal Menzies, and had him as my Annuity Advisor. He was truly focused on my needs, he did an excellent follow up to make sure all was done properly and on time. He worked hard to find the best product for me and get my benefits when I needed it. He was very professional, showing that he cares about every aspect of her job and his clients. Thank you Cal for all your attention. It was a pleasure working with you. I sincerely thank you for the time we have worked together. We continue in contact! I would highly recommend Cal Menzies to anyone who is looking for Annuity investments.
Ely
Ryan is very informed with annuity options and was very helpful to me. I am just not ready to retire at this time.
Daniel
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!
Janice
It s fair to say that annuities can be complex products. For the average consumer, myself included, understanding their structure is not easy or intuitive. This is where a good advisor can make a difference and Barbara Halperin is an exceptional advisor. Barbara is able to deconstruct these products in a manner that allows them to be understood in terms that are meaningful and relatable. She was clear, concise and patient while we worked through the selection process. Her expansive knowledge and thorough understanding of the Annity Gator products enabled me to make informed decisions on the options that were best suited for my retirement goals.
Edward
I really liked the person i was working with. He was knowledgeable, friendly and responsive.
Cindy
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.
Lisa
Representative called me on time, was clear, concise, thorough, and listened to me. Also offered to follow up, and DID.
Michael
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!
Heather
Ryan McNeill is an Excellent advisor! He very patiently and clearly guided me through annuities helping me understand annuity terminology and policies. He is very professional as well as friendly, patient and positive. He is a pleasure and a real asset to Annuity Gator!
Patricia
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.
Robert
Very knowledgeable on products available.
David
Easy to understand
Jonel
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!
Larry
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.
Michael
Sean Sparkman started with an education illustration on different types of annuity products. This overview gave me the confidence of choosing the best product for myself. Sean's professional knowledge and listening skill were what I needed.
Xin
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.
Emile
All my questions were answered and I shopped siffernt annuities for a while.
Ron
Barb was helpful, honest, obviously loves the subject-matter, and is very personable to talk to.
Chuck
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.
Ron
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.
Scott
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.
Christopher
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.
Calvin
I opened My account with Joshua because when I met him, I felt very comfortable. He is very informative and explains everything. He takes his time and answers all my questions ..and he is just a phone call away. I like the fact that he is a family man because he treats all his clients as part of his family. I know he is doing the right thing for me ..I trust his decisions.
Vivian
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.
Doreen
Barry explained everything! He had patience and took his time to make sure we didn't feel rushed or obligated at all.
Christopher
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.
KRA
It was my motto in college. And coincidentally I can still confidently use it in describing my interaction with Annuiy Gator's Barbara Halperin! I found her to be an amazing advisor encompassing many superlatives. Super knowledgeable. Highly professional. No high pressure tactics. Concerned and individualized attention.In comparison to other financial meetings and dealings, my interaction with Barbara is right up there at the top of the list. I'm deeply grateful for being able to call on such a valuable resource.
Larry
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!
ERNEST
Great info very helpful and knowledgeable. Thanks again Matthew Taub
Mr
David was extremely helpful from start to finish. He explained and gave me time to think and ask questions . No rushing . Extremely personable. Did all the work for me . Keep me abreast of where we were in the process. I am very happy Mr David Smart was able to consolidate and set up an annuity that will meet my needs. I would definitely refer to Annuity Gator .
Joan
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.
Paul
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
Timothy
Barbara Halperin made my experience great with Annuity Gator! She is knowledgeable, understanding, patient and a true fiduciary. Which is very rare in the current investing climate. Twice Barbara lead me to great annuities with my best intentions at heart. I am very grateful as the proud owner of (2) annuities and my retirement is monstrously more secure than previously! I owe Barbara a tremendous gratitude and I now consider her a dear friend. Thank you again Barbara!
Boyd
Terry Ciotti with Annuity Gators was the best advisor I could have ever asked for. His honesty, professionalism, and guidance through the whole process was A+++. He didn't rush me in any way. He answered all my questions, and I felt great about my decisions. He is my go to with Annuity Gators with any future endeavors. A very big Thank You!!
Margaret
Ryan was extremely helpful and I learned a lot about annuities from our conversations.
Mike
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.
Anita
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.
Edward
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 !
GiGi
Helpful advice delivered with professionalism.
Keith
Barry was very helpful and responsive.
Ken
No pressure and very informative.
Timothy
Cal Menzies was the best! Clear, concise, and very communicative. Sold good product that will help me in retirement.
Chris
Barry is a great representative for your company. He is patient, knowledgeable, shows empathy and has been very professional.
Jonathan
Ryan took the time to educate me about all the different types of annuities and made recommendations based on my needs
Bill
First of all I would like to say the representative Matt taub thanks For being transparent and sizing the Questions that I had for a clear transparent decision enough to give me What I needed to continue to pinpoint the right product priceless and this is a good outfit.!!??????????
William
Of the past fifty-three years in working with brokers and sales reps, Matt was the most patience and thorough in helping me invest my little nest egg. No pressure and he listens to my concerns. Highly recommend!
Dennis
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.
Cindy
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.
Ofer
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
David
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.
Eran
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.
David
Ms. Barbara Halperin was personable, uncommonly professional, impressively knowledgeable, and an excellent communicator. It was my distinct pleasure connecting with her.
Michael
Great experience. Very knowledgeable and no pressure. Give them 5 stars.
Judy
I was listened to rather than lectured to.!
Alan
i had a very good experience working with Rick Sparkman... I was rather gun shy about attempting to search out another annuity, since my first encounter with annuities was with a financial advisor who knew little about the products and had very limited offerings.. Rick opened the gates to the many types of annuities that Annuity Gator has available.. Although, I thought the evaluation of these annuities difficult.. he made it seamless.. explaining to me which one best serves my needs.. I would recommend Rick to anyone interested in using annuities as another investment tool.
Susan
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!
Zu
My sincere thanks and appreciation to Joshua Schlinsky for his patience and understanding as I made changes from my original request in purchasing an annuity. There was absolutely no rush by Josh for me to sign anything until we both knew exactly what I wanted to accomplish. He offered to send me his book, Wealth Compounded, so I would understand who I was putting my trust in. (I admit I was apprehensive in dealing with an Agent in Florida - several states from my residence in Missouri.) We talked on the phone several times. My initial plans drastically changed a few times as I mulled over my investments between our conversations. My final and most important decision was to opt out of my funds invested in the stock market by purchasing a Single Premium Deferred Fixed Annuity - no more worries about the stock market plummeting to 50%. Now my funds will grow with interest added each year, it will only decrease if I withdraw funds. The process was not totally hiccup free as my Stock Brokerage Company had requirements which caused me concern and I leaned heavily on Joshua during those times. I am very comfortable now with my final choice and my Agent, Joshua Schlinsky, who carried me through the entire process.
Dixie
Our experience with Barbara Halperin was 5 stars due to the professional presentations of the subject matter, the verbal explanations, and the detail of research on each potential annuity company.
jpkarpo71
Jason is an excellent advisor. I had a lot of support when most needed.
Efrain
I am not a novice purchasing annuities or researching internet companies . I own several MYGAs for different accounts and confidently chose them myself . However, I was pitched a complex fixed index annuity from a specific company by a suave financial advisor. I noticed many red flags throughout this advisor s lengthy presentation and knew I needed another unbiased opinion . I found annuity gator online and liked their business model of only using independent financial agents who represent hundreds of companies and were not captive agents . I was assigned to Jason Seibert . I asked Jason to scrutinize this annuity and tell me the good, the bad and the ugly . Jason willingly and skillfully analyzed the product and confirmed the red flags while judiciously pointing out more . I spent several sessions with Jason exploring annuity products best suited for me . Jason has that rare ability to simplify complex ideas , educate ,and provide structure while not judging a clients level of understanding or their reasons for preferring some products over others . Jason was committed to finding the highest annuity rates from highly rated companies using my criteria . He did not pressure me to make any decision about anything or to purchase if I did not want to . He made clear we could have as many discussions as I wanted which we did even if I chose not to purchase a product . When I finally chose my annuity product , we screen shared completing the application to make the process shorter and easier than if I did it myself. The application was delivered to the annuity company , reviewed, accepted and funded in a reasonable time frame without mistakes or missing data. That alone is huge . I knew immediately that Jason was the right agent for me and I chose the best product for me with his support . It s very difficult to search the internet for reputable companies and even rarer to find an agent with both analytical and interpersonal skills . I recommend Jason Siebert and Annuity Gator to provide safe , manageable and legitimate solutions for income in retirement or any phase of life
Marilyn
Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.
Peter
Brian Greco was just awesome to work with. He took his fiduciary responsibility seriously and gained my trust by being patient, clearly explaining all of my options and never pushing to sell me on anything. I really felt Brian listened to my needs and had my best interest at heart in making retirement planning decisions. His follow up, knowledge and customer service were outstanding as well. I highly recommend Brian!!
Kelly
Jeff was thorough and presented options objectively to suit my needs. There was never a pressure to sell, which I appreciated the most.
Reddy
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.
Thomas
it was a tough road to hoe but jeff woodard was on top of it every day. Always responded to emails and phone calls
Stanley
David Driggers, An agent with Annuity Gator has demonstrated through his performance to be very knowledgeable of the many aspects surrounding Annuities; He carefully determines ones' goals, researches the most beneficial polices that meet those goals, honestly communicates the positive and negative features to consider, patiently explains and answers all questions and generally works fiduciarily in the interest of his client. One can definitely feel confident in his representation.
Thomas
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.
Michael
Jason Siebert was excellent. Never rushed me, answered all my questions (many, more than once), responded promptly to emails... He is confident and has a superb knowledge of annuities.
David
Dealing with Jeff Musgrove was rewarding and informative! Approaching retirement I had ALOT of questions pertaining to TSP ,Annuities and other options, he was considerate and responsive to working around my schedule. I still have him on call for his expertise as needed
Mike
I had a less than good results with a major insurance company with my retirement funds. It wasn t all their fault due to the bond market going south. But it still cost me a lot of money. I reached out to Annuity Gator to see what they had to offer. I am as skeptical because of what I had heard about annuities in general. Barry Young took me by the hand and never tried to close the deal: He was steady and reassuring from day one. I would suggest to anyone to give Them the opportunity to explain how todays annuities actually work.
Ted
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.
Jane
Very knowledgeable and solid advice. Great to work with. Very helpful.
Karl
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.
Dane
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.
Kenneth
I am working with Jason Siebert. He has been incredibly patient in educating me towards products that best fit my financial needs. Very friendly and professional. Feel he really wanted to help me. No pressure. Will certainly use him for any other investment needs I may have.
customer
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!
Zmey
I has questions concerning Annuities Jeff Woodhy answered my questions so I could make an informed decision about my Annuity.
William
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!
Keith
Very knowledgeable. Good professional advice.
Mark
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.
Barry
The advisor, David Driggers, was patient, informative and I felt he was looking for the best option for me. I recommend him to anyone.
Michael
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!
John
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.
PETER
David was knowledgeable and forthright in his suggestions for the best plan for us.
John
David provided/explained the details of my potential investment. He also kept our schedule promptly. Appreciate your help, David.
Vannak
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.
Armand
Cal was on time with every conference and addressed each question with an understandable answer. He came up with an annuity of which I had no prior knowledge.
G
Jason was super patient and took the time to explain our various options, based on our particular situation. Would highly recommend him!
Larry
Initially I was very skeptical concerning FIAs, how they worked and fit into my retirement plans. I had no idea what to expect, thought it was all fancy sales hype. I reached out to a few financial planners with various programs but not sold on the proposals. I did my homework, contacted Annuity Gator for their take on the subject which connected me with Joshua. After a few meetings, reading through his book things started to make sense. Joshua was straight forward answering any, all questions about the products available to me with great patience. We continued to meet for almost a year before coming up with a solution that fit my goals, decided to include my pension, 403B funds into two products to supplement Social Security at retirement. Joshua was on top of all the products available, ratings and felt my best interests were met. Joshua ran down all the numbers, options and went with guaranteed payments for life, a legacy option. Both FIAs together provided the shortfall I was looking for which included beneficiaries. Joshua was great to work with, would highly recommend his services.
Keith
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.
Brigitte
Approximately a 15 months ago I met Joshua Schlinsky through a visual phone meeting. I was skeptical, I wasn't a fan of discussing my needs and financial matters over the Zoom Meeting. I prefer face to face. After about 5 zoom meetings, I found Joshua to be very knowledgeable about the many constantly changing Annuities and their crediting options from different Insurance Companies. Joshua gained my Trust and I found him very easy to work with. Not a pushy salesman. He educated me with the newest options in the ever-changing market. Along with his professional advise, He and I made good solid choices. I am thankful for Joshua and his staff for being a Professional, Educated and Passionate firm representing me.
Rosario
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.
Fred
I could not have ask for a better experience. I was looking for retirement income. My rep, Joshua Schlinsky, took all the time we needed to explain everything in detail and executed the process flawlessly. I could not be happier.
David
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.
CKwan
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!
Scott
We worked with Mark Newman. From our first phone call to the final decision on investment Mark was the utmost professional. He was extremely helpful, knowledgeable, and courteous throughout the process. Mark listened to everything we had to say, provided us with options, and answered all of our questions. We felt comfortable and confident in our decision and would recommend Mark to anyone looking to invest in annuities.
CLR
I am writing this reference to recommend Sean Sparkman, who facilitated the purchase of an annuity for us. Throughout our interactions, Sean exhibited exceptional professionalism, knowledge, patience, and dedication to customer service. Here are some key points about Sean - Expertise: Sean possesses an in-depth understanding of annuities, investment vehicles, and retirement planning. His guidance was invaluable in helping us make an informed decision, creating a retirement roadmap. Personalized Approach: Sean took the time to understand our financial goals, risk tolerance, and long-term objectives. He tailored his recommendations accordingly, ensuring the annuity aligned with our needs. Transparency: We appreciated his transparency throughout the process. He provided clear explanations, answered all our questions, and ensured we felt confident in our investment choice. Timeliness: The entire annuity purchase process was efficient, thanks to prompt communication and attention to detail. We are pleased with the annuity product recommended and have full confidence in Sean s abilities. We wholeheartedly endorse Sean Sparkman as a reliable and knowledgeable financial professional. Should you require further information or wish to discuss our experience in more detail, please feel free to reach out. All the best, Michael and Colleen Florida
SuunyNorth
Russ called at exactly 1:00PM as was arranged. He was a very pleasant person to talk to
KISMET
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.
Robert
I worked with Barbara Halperin. She is a very experience advisor on annuities/insurance products and provided me with best options to reach my goals. All options were presented to me in a very comprehensive and professional manner. I never felt rushed to make decision. I would definitely recommend annuity gator and particular Barbara.
David
I was very happy with my experience with annuity gator, Mark the representative I worked with was patient and just let me work through the process and answered every question, and was always available via a phone call or email to answer any questions that I had, I might add that he was prompt with his responses, even after my purchase he still continues to respond in the same manner. Great job Mark I continue to be impressed.
Terry
Beginning late January '24 to the present, our writing agent has provided extremely courteous and timely responses, not only to our initial request for an appointment but to every subsequent, product-related question that we asked. Ultimately, he recommended an annuity product that met our objectives and then some! He delivered an organized, easy to understand presentation that was supported with an equally understandable illustration. Our customer experience has been consistently positive since the end of January through today's meeting to review the contract.
Michael
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.
Kirk
Humility: When I think of Sean in the context of humility, I recall observing Sean s acknowledgement that he doesn t always have all the answers. It s important, in the framework of a Financial Planner, that I work with a service provider that is self-aware enough to be willing to go the extra mile to find the answers. There has never been an occasion when he was not willing to find the answers and report them back in a short period of time, often, in the same day. In the bigger picture, I see Sean as more than just a Financial Planner. His roles as husband and father, as the quintessential family man, sets him apart from most. I have learned, through our conversations, that Sean s service to his clients is no different than how he lives his life. Through this service, he makes the lives of all the people he comes into contact with better. Perseverance: Understanding a family s financial goals and ability to make them takes more than a single email or phone conversation it takes perseverance. I remember the first time I sought out more information from Annuity Gator, Sean responded quickly, which is, lucky for his clients, his nature. While I wasn t ready to begin a new relationship, Sean understood the value of staying in touch with me. There came a point where I needed to include my wife in the conversation. Sean readily agreed and set aside a lot of time to be able to answer all of my wife s questions to her satisfaction. After our video conference with Sean, we finally agreed to pursue a relationship. I soon learned that annuities were not the only product Sean represented. Not because there was anything wrong with annuities, but because Sean knew that a well-balanced financial plan would necessarily include other options, initially, Insight Folios, and eventually other relevant cash options. With the use of the Simplicitree financial planning system and other tools, Sean was able to show us where we were, and what the future looked like. As Sean was getting to understand our concerns for our future financial health, we came to understand that Sean fully knew our financial goals. It was at that point that we knew that a lifelong partnership was emerging. We are grateful Sean never gave up on us and continues to value our relationship. Discipline: Sean Sparkman epitomizes the well-disciplined service-provider. Often, I am amazed at his quick responses to my inquiries, even when I have suggested that a fast reply was not necessary. As we placed more of our assets with products Sean recommended, he took the time to find the best products that filled our financial needs, never settling on the easiest solution. Over time, I have come to recognize that this gracious behavior is how Sean governs his business relationships. Without a doubt I feel lucky and better for it and have learned to value how Sean replies to my questions. Confidence: Confidence is a two-sided coin. On one side, there s the confidence that a client has in the development of a professional relationship. The other side is the service-provider s display of confidence in the nurturing of that relationship. This nurturing, this relationship of trust, is how the service-provider gains the confidence that provides a win-win for both parties. Sean confidently presented the best options for our financial plan. Early in our partnership, Sean showed that he had the financial acumen, and the product knowledge we needed to make informed decisions. He relentlessly searches for the best options that fit our specific needs. When I needed to ideas after the passing of my mother, Sean understood the requirements, and provided great solutions. Unsolicited: When I think of Sean Sparkman, I smile. I am grateful that Sean came into my life. There are a multitude of attributes I could use to describe Sean. Friend comes first and that s his doing. While he is our financial planner, our relationship has become more than that. I see Sean in the broader context of family man. I know that how he comports himself is governed by how he serves his family. And luckily for his clients, that same behavior gratefully spills over to how he treats his clients. I know I am better because of it. My financial plan is solid because of it. Our friendship is stronger because of it.
JZ
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.
Wayne
Jason made everything make sense and way easier to understand.
Juan
Jeff was great! Taught me so much about annutities and was patience with my questions!!
SuRo
Toney listened to what my goals were and then did the research to find products to meet those goals. Plan came together perfectly.
Michael
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.
John
The salesperson was outstanding. Jeff Blocker helped educate me and was very personable. He helped me to select the best option for me.
Brenda
Sean is very knowledgeable on all the annuity products and explained every thing clearly which is easy to understand. He is very patient and is willing to take time answering any questions. He is trustworthy to be your advisor.
Alex
Listened well and put me in touch with a great advisor who was able to meet my needs.
Irene
I knew I wanted the security of an annuity, but did not know much more than that. Annuity Gator and my agent, Toney Sebra, guided me through choosing the right annuity for me. Toney was extremely helpful in setting up the purchase and funding of the annuity. I am so pleased that I now have the security of guaranteed lifetime income.
Cori
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.
John
We met Joshua Schlinsky through annuity gator while we were working through some annuity options. Joshua educated us on some annuity options that were a good fit for our specific needs. He made the process comfortable for us as we worked towards the option that was the right fit for our situation. We are very happy with the annuity option that Joshua helped us choose. Joshua made this a positive experience for us.
Scott
Years ago, I selected an A++ provider in order to minimize risk. Recently, I discovered that states provide small investors with another form of insurance against company failure. That opened my eyes to the need to research options. Ryan was excellent in his patient exploration of my circumstances - including needs, goals and risk tolerance. Recognizing that his crystal ball is no better than mine, he presented a variety of good options, answered all questions patiently and thoroughly, without pushing. The Zoom format is wonderful - for good discussion and for handy review tapes. I hope to be able to write a more authoritative review in five years. Meanwhile, I can sleep well at night knowing I ve explored a much wider range of options and will enjoy improved financial performance.
Norm
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.
Mercedes
David Driggers of Annuity Gator was very thorough. Great communication and promptly responded to emails and phone calls. He was available every step of the way. Would definitely recommend.
Linda
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.
Ken
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.
Erich
Marcus was very helpful in explaining all the pros and cons of various annuities and helped me choose the best one for me.
Richard
Marcus was very patient and clear when he explained how annuities work. I appreciated his honesty about the various choices open to me and I trusted his advice.
Tina
Tony Sebra was able to explain the details of the annuity plan with me in a way that made it clear to me how it would benefit me. He ran my 'what if' scenarios and showed me the potential results. It helped me to make this important life decision.
The
Tony help me transfer my 401k to annuity. Very much recommended
Ronaldo
I was in a position where I needed to move money from an old 401k into something more secure. Mark and his team provided me with all the information I needed to make an informed choice about the annuity I chose. The process and communication was very easy.
Billy
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.
Wayne
I retired rather sudden in Jan 2024 with no planning or education of retirement finances other than you are not as agressive in retirement. I reached out to a number of people on the internet and this one guy- Sean Sparkman has been outstanding. I have been moving slowly because I have to know and understand the issues. He has shown great patience with me. We have talked weekly for most of 5 months and we have started working the plan.He has never hurryed me or tried to move me ahaed till I was ready. Most other folks gave me a call or two and if I was not ready to sign something, they moved on. He has helped educate me and answers my questionss and just does not tell me what I want to hear. I never belieced I would deal with someone over the internet instead of local, but here I am eating those words =that is how happy and satisfied I am with Sean. This is a top reccommendation to try and get with him. He will help you get to where you WANT to be and in YOUR timing. This guy is not looking for some quick sales commision and run. You will be very glad if you seek him out.
Stephen
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.
Rosie
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.
Rebecca
My wife and I went to Annuity Gator to compare what we already had in our Annuities with other Annuities because we weren't happy with our pay out. We contacted Darryl Stein with Annuity Gator and I must say that Darryl was the difference maker for us, He wanted for us what we wanted and that basically was to get the most out of the money we had invested. He was proffessional throughout the whole process, got us twice the payout we were going to get with our previous annuity. When we were ready to sign the documents he came to our house and went over everything including setting up the websites with the new company we invested in. To put it simply Darryl was great and we are very happy with our annuity that he set up for us.
Wayne
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.
Daniel
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.
Joe
David was informative, prepared and candid regarding his recommendation on which plan would be best for my retirement.
Jeffrey
Wade Menzies is wonderful. He explains everything thoroughly and is not pushy. He is a joy to work with him
Sharon
Very knowledgeable. Good professional advice.
Mark
Very knowledgeable and solid advice. Great to work with. Very helpful.
Karl
Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.
Peter
I was listened to rather than lectured to.!
Alan
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.
Loren
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.
Steven
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.
ThanksReginald
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.
Kate
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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.
At this point, you have two options:
Option 1: Do nothing. Leave this page and continue to rely on outdated traditional retirement advice from financial salespeople who may not have your best interests in mind.
Option 2: Take a chance. Book a call with our team. See if we are a good fit to help you.
* Note: This is *NOT* a high-pressure sales call. We are looking to educate you on which annuity fits your ideal lifestyle based on your age and several other factors. However, you are under no obligation to work with us – and you will not be pressured to buy anything.
So this call is 100% risk-free.
You either don’t work with us, and we go our separate ways… or you do work with us, and we help you find the best annuity so you can achieve the retirement of your dreams.
Either way, you win.
That being said:
Could now be the time to “check in” to secure your financial future? Imagine being stress-free, having peace of mind, and being able to spend your hard-earned money confidently and live as you wish, living your retirement to the fullest.
Click here to book your risk-free, no obligation, call with our team today.
Once we receive your request, you will be able to schedule a time with one of our Licensed Annuity Investigators to conduct your private one-on-one retirement planning Annuity Evaluation phone call.
And let’s see if we can help you build your dream retirement.
Chat soon ✌🏼