The Annuity Expert

This was an absolute Excellent Experience. I started studying annuities since last year, as a option for future cash flow. I went to several dinners that made some very compelling promises. The reality is, we did not really understand annuities until we spent time talking with Jason (Annuity Expert). Jason took the time to CLEARLY explain how the different annuities work. He was so thorough, patient, very responsive, and NEVER PUSHY. He has a great way of taking the emotion out of the decision making process. He was also very effective in finding the most appropriate annuity with A rated companies. And Jason was an AAA+++

Responded rapidly to email but I tried to speak to someone on the phone prior to email and no one available.

knowledgeable, honest, followed through, never left you waiting for a response or answer to questions, They are good communicators and set up meetings with you. They represent many companies and choose the ones best suited for your situation. Annuity experts will not abandon you after signing you up. They will work with you each year to advise and choose next move. Don't hesitate to speak to them. They made transferring my wife's 401K to an annuity 401K easy.

They were amazing. Jarad offered me options I was unaware of which turned out to be the better choice. My favorite part was that there was no pressure on their part to buy. They kept me apprised of the progress on the application and I am very happy with the outcome. Thank you annuityexpertadvice.com

Jason did a great job covering my options, and was always ready and responsive to questions via email, phone or Zoom. Due to a denial of a similar policy 3 yrs ago, I did not believe this new application with a different and large insurance company "would fly". Jason said he would work hard to support getting my LTC application approved, which surprisingly to me was successful. I highly recommend him to review your personal needs and questions about what is and is not possible.

Simply,They are the best!

Jarad provided excellent option packages designed exactly for my needs, and he was able to answer all of my questions.

my salesman was great, very helpful in steering me through this.

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.

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.