Reviews Summary

AnnuityExpertAdvice.com has a 4.9 - star rating from 16 reviews, indicating a high level of customer satisfaction!

5 stars
14 Reviews
4 stars
2 Reviews
3 stars
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1 stars
0 Reviews
Rating (1.0)

About company

The Annuity Expert, established in 2009, is a leading independent broker in the United States, offering a vast array of annuity and insurance products. Their portfolio extends beyond annuities to encompass life, health, dental, vision, disability, travel, and long-term care insurance. They prioritize retirement and estate planning, helping clients optimize their savings with high-interest options. The company is committed to providing value by offering competitive prices without compromising quality. Additionally, they offer burial insurance packages, ensuring peace of mind for the future. With over a decade of experience, The Annuity Expert is a trusted and expert resource for personal finance.

Key Details:

  • Location: The company is headquartered in Atlanta, Georgia, United States.
  • Founders: AnnuityExpertAdvice.com was founded by Shawn Plummer.
  • Foundation Date: The company was established in the year 2009.

Customer reviews

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(5.0)
Great job!
by Confirmed Client

I had an outstanding experience working with Jason in navigating my insurance options. His responsiveness and willingness to address questions via email, phone, or Zoom were truly commendable. Due to a past denial with a different insurance company, I was skeptical about the success of this new application. Jason assured me he'd put in the effort to support my LTC application, and to my surprise, it was approved. I wholeheartedly recommend Jason for his expertise in assessing individual needs and providing clarity on what's possible. His dedication and support made a significant difference in securing the coverage I needed.

(5.0)
The company proved reliable and transparent
by John

The company proved reliable and transparent, demonstrating a commendable commitment to timely communication. They maintained an impressive level of knowledge and honesty, ensuring I never felt neglected or frustrated during the process. Their proactive approach, coupled with a thoughtful selection of options tailored to my needs, eased the transition of transferring my wife's 401K to an annuity. Annuity experts, true to their word, continued to provide valuable guidance, showcasing a commitment that extends beyond the initial sign-up. I'd confidently recommend engaging with them for financial decisions.

(5.0)
My experience with this company was quite Good.
by Anonymous

My experience with this company was quite Good. I began exploring annuities as a future option last year. I attended several meetings where many bold claims were made. However, it wasn't until I spoke with Jason (Annuity Expert) that things became clear. Jason carefully explained how various annuities function. He was detailed, patient, always quick to respond, and not at all forceful. He has a great way of making the decision process less emotional. He also helped find the best annuity with A-rated companies. Jason was truly AAA+++

(5.0)
This was a really good experience.
by Anonymous

This was a really good experience. I began learning about annuities last year as a potential choice for future cash flow. I attended various dinners that made promising claims. The truth is, we didn't fully grasp annuities until we had a conversation with Jason (Annuity Expert). Jason took the time to explain how different annuities work in a clear manner. He was very thorough, patient, highly responsive, and never pressured us.

(5.0)
Setting up my annuity was a breeze
by Duke

Setting up my annuity was a breeze with this company. The entire process was straightforward and hassle-free. Their prompt communication left no room for uncertainties—questions were swiftly answered, and concerns promptly addressed. Remarkably, I received the finalized annuity paperwork via mail in just 7 days and an online version within 24 hours of completing the application. Efficient service all around.

(5.0)
Helpful conversations with Annuity Expert specialist
by Jim Fulghum

I had several informative and helpful conversations with Annuity Expert specialist Jason Stolz over a span of weeks and weekends. Jason's professionalism shone through our numerous phone calls, providing comprehensive answers to my inquiries. He also presented multiple Annuity illustrations tailored to my needs. The Annuity Expert is truly an exceptional company!

(4.0)
In a galaxy full of 100 billion
by Henry

In a galaxy full of 100 billion+ galaxies, it's tough to find a better Annuity advisor than Jason Stolz at The Annuity Expert. His professionalism, knowledge, and patience make him stand out among the competition. Skip the hassle of searching the universe and contact Jason for the best company annuity choices available. Just one call does it all!

(5.0)
The compani's proces for settng up my
by Anonymous

The compani's proces for settng up my annuity was very smoth and easie. Th communication was quick, any questions answered immediately, and any concerns were taken care of. I received my complet annuity paperwork in the mail within 14 days and my on-line complet application 48 hours after completion.

(5.0)
The crew at The Annuity Expert
by T. Eugene

The crew at The Annuity Expert showcased a commendable understanding (clearly elucidated the procedure); supportive (tackled any queries or apprehensions); and promptly responsive (swiftly replied). Satisfied with my decision for insurance needs and would certainly suggest their services.

(5.0)
Skeptical from a past denial with
by Gail

Skeptical from a past denial with another insurer three years ago, I doubted this new application with a major insurance company. Jason assured his commitment to securing approval for my LTC application, and to my surprise, he delivered on his promise.

(5.0)
Jarad presented unexpected
by Cilly

Jarad presented unexpected options, ultimately leading to a superior choice. What stood out was the absence of any sales pressure. The constant updates on my application's progress were a delight. Thrilled with the outcome—big thanks!

(4.0)
The company promptly addressed
by michael

The company promptly addressed my email concerns, demonstrating swift responsiveness. However, attempting to engage in a phone conversation beforehand proved challenging, as no one was accessible for direct communication.

(5.0)
Impressed by their service! Jarad
by Pati

Impressed by their service! Jarad introduced surprising options that proved superior. No sales pressure was a relief. Regular updates on the application's progress were appreciated. Delighted with the final result.

(5.0)
The process went really well.
by Tom

The process went really well. We got all the info needed and all our questions answered. The communication was very good from the beginning. We're very pleased with our purchase. Thanks, Jason and Jarad.

(5.0)
Working with Jason Stolz was good.
by Anonymous

Working with Jason Stolz was good. He knew his stuff and talked well. Also, he followed up well. I liked working with him. I'd tell others to work with him if they want good service!

(5.0)
Great communication and nice
by Fulg

Great communication and nice to work with! Not only great advice but also absolutely no pressure. That is awesome today

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