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!!!

Doug is very well versed and explains things very well.

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

Possibly because I had rolled over a 401K to an annuity, I had begun getting a lot of other annuity sellers’ emails. One of them was Annuity Gator, but I did not know what they did. I realized that my annuity was not going to provide an income stream for 10 years so I contacted the “salesman” who sold me the annuity and I got nowhere. It took several phone calls to get the situation looked at and 4 months to get an answer. It was then I contacted Annuity Gator, but they wanted me to talk to one of their national representatives. I asked them to give me a local representative and that’s how I met Eli Mitcham over the phone. It was he who worked with me through the process which was difficult. After a lot of email correspondence and a lot of time, Eli’s diligence to undo the financial mess I was in paid off. His knowledge of the business is admirable. Eli is a knowledgeable and honest person and that is an awesome combination.

No pressure and very informative.

Had my 401k invested in stocks but felt very uncomfortable with it and wanted to make a change. Found annuitugator onllime and called them. Was asked about my expectations and what I wanted from an annuity. At end of conversation the rep I was working with was going to do some research into what would fit my needs and agreed to another meeting the next week. At the next meeting there were several different plans to look at and the rep went through each one and explained the benefits of each one he had selected. At the end I selected with his guidance which one was the best fit and which one I liked. There was no pressure to select one or reject all of them. I made a choice and we proceeded with the paper work to apply. I have never regretted my decision and was given assistance all the way through to the end

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.

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!!!!!

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.

Excellent information, explained well and no pressure.

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.

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.

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.

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!

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

Very good service and very informative.

Great products

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.

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

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.

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.

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.

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.

Great service! Thank you

Easy to use and informative information the the website. Helpful consultants.

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.

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

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

Excellent service, answered all my questions without being pushy

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.

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

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!

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

I was unfortunate to have had a very unqualified & dishonest financial advisor for my IRA investments including my Annuity. I was recommended by Fidelity to contact Annuity Gator for advice. I am fortunate to have been connected with Merrit Strunk as my advisor to advise about my inappropriate Annuity. He has shared his knowledge, expertise, & sincere caring attitude & attention to my situation. I am very grateful for his professional advice. Thank you!

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.

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

Jim was very professional and excellent in explaining investment opportunities to a novice such as myself. Very much appreciated.

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.

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

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.

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

Barbara Halperin has been Exceptional revealing with my account.

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 had a very good experience working with Rick Sparkman… I was rather gun shy about attempting to search out another annuity, since my first encounter with annuities was with a financial advisor who knew little about the products and had very limited offerings.. Rick opened the gates to the many types of annuities that Annuity Gator has available.. Although, I thought the evaluation of these annuities difficult.. he made it seamless.. explaining to me which one best serves my needs.. I would recommend Rick to anyone interested in using annuities as another investment tool.

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.

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.

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.

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

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.

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.

Mike explained very detailed and thank you

Very informative

Lot of great advice.

Adam Grubius did a good job of explaining how various annuities could help me lock in some of the market gains in my rollover IRA. Thanks, Ed Walton

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.

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.

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!

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

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

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.

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.

The person who called me was very helpful. He went over and beyond my expectation. He was very professional and kind!

GOOD INFORMATION

Great resource for professionals in the financial services industry. Great sounding board.

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

I am happy we had the talk it made me feel safe with my annuity that I did not flush my money. I also look ford ward to us talking again.

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

Ryan was extremely helpful and I learned a lot about annuities from our conversations.

Steve Prce is the best “financial person” I have ever met. He puts forth much effort and is patient w/ a novice like me. Great to work with him.

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

Terrific explanation of annuities! Very helpful

Tony Sebra was able to explain the details of the annuity plan with me in a way that made it clear to me how it would benefit me. He ran my ‘what if’ scenarios and showed me the potential results. It helped me to make this important life decision.

I was very close to retirement as a federal government employee and interested in securing an annuity. I had an idea of what I thought I wanted in general terms, however I just wasn t as aware of the types of specific annuity resources in the market place. I was grateful to work with Mr. Terry Ciotti. He provided the research and effort to inform and help me make the best choice for my retirement annuity. He was thorough and detailed with options to consider, patiently answering all of my questions. I remain most grateful for his knowledge and expertise and highly recommend him and the folks at Annuity Gator!

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