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.

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

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

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

Mike was absolutely terrific! He walked me through everything & just sat back & let me make my own choice.

Cal Menzies was the best! Clear, concise, and very communicative. Sold good product that will help me in retirement.

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

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

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.!!??????????

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!

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

Jerry Means did an excellent job explaining annuities

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.

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

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

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

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

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.

very friendly honest and gave great advice on what was the best option to take in a bear market

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!

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

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.

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.

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

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!

Very honest and upfront

Informational!!

Seemed very impersonal and intrusive

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.

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

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

So far so good.

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.

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

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.

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

Excellent unbiased presentation of products. Good communications and attention to details.

GOOD INFORMATION

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.

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

I really like Sylvia. My situation is complicated and feel confident that she will see me through all my options

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.

Very informative.

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

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

Terry is a wealth of knowledge and an asset to the annuity and insurance industry!

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.

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.

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

James was quite thorough and professional in presentation.

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.

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.

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.

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.

Excellent inf with no sales pressures .

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 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.

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

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.

I was fortunate to have found a person that I could trust with my money. Mr Soloman is highly recommended.

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.

Excellent information, explained well and no pressure.

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

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

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

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

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

Outstanding Knowledgeable No hard sales Comprehensive Personable

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

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.

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.

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.

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.

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

Barbara provided a broad array of information and alternatives for me that I could not have researched and gotten on my own.