Informational!!

Appreciated the in-depth review we received and especially the detailed data analysis and summary of our path forward thru retirement.

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

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

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.

Very honest and upfront

Jason made everything make sense and way easier to understand.

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 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.

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.

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.

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.

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.

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!

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

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.

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

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.

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.

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.

Responded promptly with honest answers.

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!

Excellent – Jerry was professional, friendly & very helpful!

Terrific explanation of annuities! Very helpful

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.

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 .

Great service! Thank you

Very good service and very informative.

Outstanding Knowledgeable No hard sales Comprehensive Personable

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.

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.

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.

Paige Peterson is a very helpful Financial Advisor.

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!!!

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

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.

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.

Very friendly and informative

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.

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.

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

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

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.

Lots of great information and very helpful in reviewing my current portfolio and provide options.

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 was listened to rather than lectured to.!

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

Very knowledgeable. Good professional advice.

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

Easy to understand

Great products

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.

The advisor, David Driggers, was patient, informative and I felt he was looking for the best option for me. I recommend him to anyone.

Mike explained very detailed and thank you

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.

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.

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

Great service, help, and content in your webinars……very helpful!

Jay at Annuity Gator was very helpful. There is so much noise regarding annuities that I wanted to do a “gut check” with an independent advisor regarding a couple of different indexed annuities. He was very responsive and easy to speak with. I highly recommend.

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!

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.

Very helpful always answer my call.

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.

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

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

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.

Helpful advice delivered with professionalism.

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.

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.

Very informative and helpful.

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!

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

Kenneth Anderson offered excellent service. He’s very professional and very informative.

Awesome and very informative!

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.

Thus far, all is going very well and all questions have been answered.

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

Annuity Gator never did make contact with me to set up a review of my financial plan?

Russ called at exactly 1:00PM as was arranged. He was a very pleasant person to talk to

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 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.

It was a pleasure working with the advisor. The advisor provided adequate information to make a decision.

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.

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.

the information was very informative.

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.

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

I learned a lot about Annuity. Very informative. Thanks

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.

Hello, Sean Sparkman was Honest, hardworking and diligent. in my search for an agent for annuities he is a lucky find.

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.

Barry was very helpful and responsive.

Well researched and helpful information.

Great experience. Very knowledgeable and no pressure. Give them 5 stars.

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.

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.

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.

Larry has been very informative

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!

Great info and helpful