customer
Posted
Top notch service
Top notch service
Response from The Annuity Expert· Apr 1, 2024
Thank you Kaylyn!

Excellent
24 reviews
Established in 2009, The Annuity Expert stands as one of the premier independent brokers in the United States, boasting one of the nation's most extensive annuity and insurance product selections. With a foundational expertise in annuities, our insurance agency has expanded its horizons, diversifying its portfolio to cater to various financial and insurance needs.Whether it's life, health, dental, or vision insurance, The Annuity Expert has consistently provided individuals and families with tailored solutions that secure their present and future. Recognizing the unpredictability of life, we also offer disability, travel, and long-term care insurance, ensuring that our clients are protected in all facets of their life journey.Beyond mere insurance, our dedication to securing your financial future doesn’t stop there. We specialize in retirement and estate planning, two crucial areas of personal finance that often get overlooked. With an understanding of market trends and a keen eye for detail, we have guided countless clients in optimizing their savings accounts by recommending options with the highest interest rates. Our commitment to value means we prioritize offering the lowest prices without compromising on quality.Our burial insurance packages ensure peace of mind for those thinking about the legacy they leave behind, assuring that your loved ones are well taken care of. At The Annuity Expert, our objective isn't just about saving; it's about ensuring that every financial decision you make is informed and beneficial. With over a decade of experience in the industry, we stand proudly as a beacon of trust, expertise, and commitment to excellence in personal finance.
The Annuity Expert (annuityexpertadvice.com) has 24 customer reviews on Consumer Courier, with an average rating of 5.0 out of 5.
24 approved reviews, newest moderated first
customer
Posted
Top notch service
Response from The Annuity Expert· Apr 1, 2024
Thank you Kaylyn!
brian D.
Posted
Jarad provided excellent option packages designed exactly for my needs, and he was able to answer all of my questions.
Response from The Annuity Expert· Sep 27, 2023
I'm very happy to hear Jarad was able to help you every step of the way!
Carrie D.
Posted
my salesman was great, very helpful in steering me through this.
Response from The Annuity Expert· Sep 27, 2023
Glad to hear our sales team helped you navigate your problems!
Gail D.
Posted
Excellent Service- I am recently retired, and had a 401K... The 2 financial advisers friends had offered did not return my phone calls, so I started searching on Google. I came across The Annuity Expert website, and noticed there is a chat feature. I was so lucky to make contact with Jason Stolz. He was amazing- he offered an annuity that would pay lifetime benefits- which is what I was looking for. He was always available for questions, he advised every step along the way. The entire process took less than 1 month. I can't say enough good things about this company and Jason. He is the absolute best. I owe him many many thanks for all his help.
Response from The Annuity Expert· Sep 27, 2023
I'm glad to see Jason steered you in the right direction!
customer
Posted
The process for getting my annuity set up was very smooth, and easy. The communication was fast, any questions answered immediately, and any concerns were addressed and taken care of. I received my completed annuity paperwork in the mail within 14 days. and my on-line completed application 48 hours after completion.
Response from The Annuity Expert· Sep 27, 2023
This is what we strive for. Glad to hear this was a smooth process for you!
Jim F.
Posted
My conversations with Annuity Expert specialist Jason Stolz were informative and helpful over several weeks and weekends. Jason was extremely professional during many phone calls and supplied me answers to my many questions. He provided several Annuity illustrations that met my requirements. The Annuity Expert is an remarkable company! I Highly Recommend!
Response from The Annuity Expert· Sep 27, 2023
We love to see our experts addressing your concerns, answering your questions, and providing quotes!
Upset C.
Posted
Not only great advice but also absolutely no pressure.
Response from The Annuity Expert· Sep 27, 2023
The pressure-free process is one of our top priorities!
Sharon
Posted
Great communication and nice to work with!
Response from The Annuity Expert· Sep 27, 2023
Glad to hear our communication was clear!