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

Very helpful full of information

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.

Jason has been so helpful explaining the different types of annuities! We will definitely recommend Jason and Annuity Gator to our friends and family.

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.

Very informative and educational! Mike Kasich was very thorough explaining everything!! Just not ready to move forward at this time!

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

Very professional and very little pressure.

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.

Very knowledgeable advisor. Opened me to new products that I am able to review.

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.

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

Merritt Strunk provided awesome help with questions regarding a competitors Annuity and never even talked about another product or tried to sell me something.

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

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.

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

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.

Robert is very knowledgeable and listebed carefully to my concerns and answered my questions.

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!

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.

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

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

Great, he was very good .

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.

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.

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.

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.

Thank you for all the important info at this time of my life.

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.

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.

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!

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

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.

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!!

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

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.

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.

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.

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!!

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.

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 good service and very informative.

Barry is a great representative for your company. He is patient, knowledgeable, shows empathy and has been very professional.

Good service! Answered all my questions. Very easy to work with.

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

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

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.

Explained very well.

Spread income for retiring years will bring seniors peace in mind.

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.

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.

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!

I was listened to rather than lectured to.!

Casey Madden takes the time to explain annuities and what investment options may be best for your needs.

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.

Very informative

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

informative interview. Jeff Katz was great, just think I started looking too soon. but knowledge is golden.

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.

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

Tony help me transfer my 401k to annuity. Very much recommended

Great service,very friendly and knows what he is talking about

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.

Excellent summary and interactions to date.

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

James went the extra mile to ensure that our needs were satisfied.

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.

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

Very honest and upfront

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

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.

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.

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

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!

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