Outstanding Knowledgeable No hard sales Comprehensive Personable

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.

Excellent inf with no sales pressures .

Well researched and helpful information.

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.

Very informative.

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!

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!

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

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.

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

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.

Very helpful n honest

Very helpful full of information

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

Our representative is very knowledgeable and professional as well as patient . Able to make complex issues very understandable.

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 .

Listened well and put me in touch with a great advisor who was able to meet my needs.

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.

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.

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.

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

The have given prompt attention to my questions.

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.

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.

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.

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.

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

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 provided/explained the details of my potential investment. He also kept our schedule promptly. Appreciate your help, David.

Jason was super patient and took the time to explain our various options, based on our particular situation. Would highly recommend him!

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.

John Montoya gave us very valuable information. Pleasant and thorough. Always on time with a scheduled appointment. Will definitely consult John again.

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.

Very helpful in Explaining my annuity product, how it works and it s pros /cons Also offering alternative options and insight Thanks Casey

Sean was outstanding..His personality and patients in answer my questions was first rate..I would recommend him to anyone.

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

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

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

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

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!

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 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.

Josh was excellent, explaining program details thoroughly and answering all questions. No pressure approach is definitely appreciated.

I has questions concerning Annuities Jeff Woodhy answered my questions so I could make an informed decision about my Annuity.

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.

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.

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.

Rocky was very helpful and provided good advise and was upfront if he didn’t know full details of a particular product.

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

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

I received excellent service from Mark Shelby.

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

So far so good.

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.

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.

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.

Best annuity adviser . Deep and wide knowledge . Amazing analysis software for different annuity products.

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

Josh was wonderful to work with. No pressure and explaining the various products available. Would recommend him to anyone wanting an annuity David Kahn

it was a tough road to hoe but jeff woodard was on top of it every day. Always responded to emails and phone calls

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

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.

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.

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.

Very honest and upfront

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

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.

Darryl J. Stein was fantastic he went through several scenarios, to ensure we got the best product. We were looking to get extra income from the money we had in other accounts. The product he found for us beat other financial advisors literally by thousands of dollars, we were very pleased with Darryl from Annuity Gator and would recommend him to all our family and friends.

Very 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

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

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.

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

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.

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.