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.

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!

Jason is an excellent advisor. I had a lot of support when most needed.

I am of retirement age and was looking for a safe place to invest in a fixed-income annuity. I discovered that the garden variety financial advisors really don t have access to a large selection of annuity products. I was disappointed with the return I was quoted from this small selection. Consequently, I went online and found Annuity Gator. I filled out the small form on their site and a couple of days later was contacted by Jeff Musgrave. Jeff was wonderful and exceptionally knowledgeable about the sort of annuity in which I was interested. He also was sensitive to my number one fear which was the idea of working with someone whom I met online. THAT IDEA SCARED ME TO DEATH! However, in the end my fears were alleviated by Jeff s low-key, no push approach. He was glad to give me all of the time it took for me to come to my own conclusions, while at the same time, he was always free to answer additional questions. He encouraged me to do my own due diligence and provided me with suggested tools to check out the products, the companies and even him completely independent of our conversations. That made all of the difference for me and relieved those fears. I ended up buying an annuity through him and am very happy with the entire experience. He is still available to me to answer any questions. I trust him without any reservations. Anyone interested in locating and investing in an annuity can be certain of his competence, knowledge and integrity. Thank you Jeff and thank you Annuity Gator! You really made a substantial difference in my retirement income.

I 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

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!!

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 !

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!!!

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.

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.

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.

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.

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.

I was given incorrect information about taxes, I m glad I didn t go ahead with the transaction.

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.

Isaac Tetley has been very helpful and has taught me some things about annuities. I plan to do some business with him.

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!

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.

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!

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.

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.

Wade Menzies is wonderful. He explains everything thoroughly and is not pushy. He is a joy to work with him

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.

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!

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!!

I had a fantastic phone discussion with John. He provided me with a great understanding of how annuities work.

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

I 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

I was provided very useful information about different choices available for me to meet my financial goal. Thank you very much.

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

Russ was great. Very knowledgeable and nice guy!

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.

Barbara and Terry were excellent and helped us a lot. They were very knowledgeable and patient with us. Thanks Dale and Liz Nuzum

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

The best information on annuities out there

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.

Great follow up.

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.

Very informative and helpful.

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!!!!!

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.

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

Very knowledgeable people who seem very transparent. Take the time to explain complex investment strategies

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.

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.

Excellent service, answered all my questions without being pushy

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!!

A very helpful conversation re: explaining how my annuity works as well as the pluses and minuses!

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.

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.

Doug Bentle was very informative and helpful in educating me on different annuities and proposed few products for me to consider investing for retirement.

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

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

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

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

Sean Sparkman has not been pushy. He has been ridiculously patient with my lack of knowledge. He frequently sends educational articles.

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

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

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.

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.

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.

Robert was very professional and patient with me as he took time to answer all my questions. I didn’t feel any pressure just enlightened. It was educational and he provided me with information to make the decisions needed for my financial future. He was knowledgeable of the various ways to grow my financial nest egg utilizing annuities that have a built in guarantee as well as pointers of how to protect it as much as possible from unnecessary taxes all of which is important so that I don’t out live my money.

I 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.

Ryan took the time to educate me about all the different types of annuities and made recommendations based on my needs

Barry explained everything! He had patience and took his time to make sure we didn’t feel rushed or obligated at all.

I really liked the person i was working with. He was knowledgeable, friendly and responsive.

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.

Jerry Means did an excellent job explaining annuities

Sean Sparksman was very Helpful and polite I will keep him in mind for future dealings

Marcus was very helpful in explaining all the pros and cons of various annuities and helped me choose the best one for me.

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

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.

Excellent service, great advice. I d recommend them to anyone looking for transparent and quality annuity advice.

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.

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 “)

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

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.

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.

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!

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

Barb was helpful, honest, obviously loves the subject-matter, and is very personable to talk to.

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.

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.

No pressure and very informative.

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!

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.

Excellent support and knowledgeable answers. If you want objective, fact based information, this is a very good resource.

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

the information was very informative.

Great products

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

Scott was very knowledgeable. It was a good first call.

Explained very well.

It was very educational.

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.

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.

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

Responded promptly with honest answers.

Very professional and very little pressure.

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