Annuity Gator Arvostelua 545

We talked to multiple people. Matt is a consummate professional. Matt’s professionalism, knowledge, and calm approach elevated him far above any of the competitors. Matt’s knowledge, willingness to answer every question, and no pressure approach were the ultimate selling points.

we had limited experience with annuities. Mark Kinney if Annuity Gator took exception efforts to answer all our questions and to EDUCATE us further on all the benefits and options of different annuity products. His patience and follow through was much appreciated. I recommend him and Annuity Gator to anyone.

No sales pitch, no pressure, just straight information so I could make a decision regarding my finances.

Over the past six months, we have been in contact with Gary Jensen in regards to what the best annuity would be for us. With a great deal of patience and clarity, Gary took us through the steps necessary to help us find the annuity that best suited our needs. We found Gary to be very personable and attentive to our long-term goals. We have established a degree of trust that has led us to considering further options to help guarantee our financial security. We will be in a better position to weigh in on the results once our annuity kicks in next year. That said, we are very happy with the process thus far.

I had a great experience with Rick Miller. He reviewed my current annuity with me and explained at the beginning of the conversation if he could not improve the payouts he would recommend staying with current plan. His explanation of my current plan and how it worked which made for an easy decision to change to a better product with a larger monthly payout. Rick did all the work to make the change to a better product simple and pain free. I benefit with a larger payout going forward at no cost to me.
Fantastic company I highly recommend using Rick and Annuity Gator if you have a annuity that is a few years old or older. Now is the time to do it before interest rates go down!

1. The Person (Rick Kelly, Pinnacle Retirement): Rick is an excellent communicator supported by attention to detail, reliability, and intelligence.

2. The Product: We were offered a wide selection; each was explained based upon our circumstances, accordingly.

3. Product and market knowledge: back to Rick; in this space, the fine print matters more than ever. Rick provided macro and micro views and followed through perfectly.

Life doesn't always go as planned I had my plan. Pay off my house and car. Work 5 more years ,putting the max allowed into my 401k. I had used online retirement calculators Everything was going as planned right up to the day I became disabled. I knew I needed to do something. The first thing I learned was if you didn't have at least $500,000in your 401k They didn't even want to talk to you. I wasn't sleeping and all I could think about was how would I manage. I was scrolling through face book and a saw an ad for Annuity Gator. I didn.t need to have$500,000 I set up a time for the next day to talk to Mark Kinney. Mark really listened to me He took his time and made sure I understood exactly what an annuity was and how I would not out live my money

5 Stars for Bruce Colwell of Annuity Gator. Bruce Colwell is exceptionally patient and has so much information he is willing to share. The plan was well thought out and I feel like I was the decision maker in all the options I was shown. I talked with many financial advisors and Bruce outshined them all. Also the communication system is completely up to date with regard to emails, appointment confirmations, etc. Appreciate the staff at Annuity Gator also.

Rebekah committed an incredible amount of time working with me to set up 4 annuities. She is extremely knowledgeable and friendly and made the entire process educational and pleasant. She worked hard for me by taking time to understand my unique situation and then finding the best solutions. She didn't take any steps until she checked with me first and made sure that I was comfortable with her suggestions. I look forward to working with her in the future and recommend her to anyone looking to learn more about annuities.

Marcus was instrumental, a true professional in providing/ advising on investment options right for my myself and my wife.

My advisor Matt was very knowledgeable and efficient with my questions and needs about which products would be most beneficial to my family and I. The Company was very professional and responsive to my questions and concerns!

Marcus from Annuity Gator was a great resource in finding the best annuity that fit our needs. After forwarding basic annuity information to help educate us, we strategically filtered through the 1000s of annuities on the market. Having read a small booklet on annuities, I still needed some source to coach us through the process to get to the right product. Skeptical at first, I soon gained confidence we made the right call. Hats of to Marcus who prefers to talk rather than text or email and he knows the products well.

My husband passed away very recently & unexpectedly. I knew nothing about financial matters. I have lifetime annuity income from my husband after his passing & I was not I prepared to deal with it, nor did I understand it. The help I received was incredible. I was helped step by step to go through the process of turning it over to me as the beneficiary. I was also helped tremendously by finding an institution that would increase my monthly payments & what steps I needed to take. I am eternally grateful for all that has been done to facilitate everything along the way. The very calming attitude shown to me throughout this process was so truly amazing. I am ever so thankful.

Me and my wife were in the market for annuity for my wife. I found Bruce Colwell on the internet. We had many meetings talking about the perfect annuity for my wife. He is so knowledgeable in his field and provides us with few choices. He is very professional, kind and patience, while we decided to pick which annuity to buy.
Thank you Bruce for the above and beyond professionalism and service you provided. We are so grateful.

I had a lot of questions about putting money into an annuity. From reviewing, theirs is lots of good and bad things said about an annuity. However, after spending some time with David, everything was explained in a manner that I could understand. After several calls over a couple of months I was convinced an annuity was a good way to diversify my retirement. in general, David was very patient with my wife and me, as we had a lot of questions. This made it it much easier for us to make a change in my retirement philosophy.

I worked with WE who helped find the right type of annuity I needed for my lifestyle and current financial situation. He clearly explained various products so I could make an informed decision as annuities are new to me. Long story short, I was able to make a financially beneficial decision, and he took care of all the paperwork in a very efficient and thorough manner. I am very pleased with the results.
I am giving 4 stars, only because nothing is 'perfect', always room to improve and get better; but this interaction with WE at Annuity Gator is as close to a 5 as one can get w/o being totally 'perfect'. Thank you WE amd Annuity Gator, I look forward to getting more financial advice in the future.

Warren Elkin is a

I worked with Warren Elkin.
What a great guy.
He helped me figure out a way to retire.

So grateful for his professional knowledge and guidance.

Working with Mr. Elkins is a pleasure. I have a lot of confidence in him and he has made this transition very seamless.

I have talked to several annuity advisors. They pretty much had the same spiel, but offered very little in the way of explanation. David and Ryan with Legacy Life Financial
explained everything in great detail and used a graph that I can refer back to when I have questions. It’s a lot to take in. They encouraged questions and spent a good amount of time teaching me about the annuity they helped me choose. I brought my daughter in and they redid everything to show her. Every question I texted them was answered right away. I feel like they were so knowledgeable and that gave me the confidence to move forward with their company. I feel fortunate to have discovered them.