1,270 total
The advisor provided several options with clarity on each investment vehicle.
She was able to explain concisely what our future growth will be.
She provided us with a sense of truly caring about our financial wellbeing.
Date of experience: June 10, 2024
The simplicity of the entire process was very helpful. Moving funds from account to account was completed in very timely manner. The follow up and updates during the transition period was greatly appreciated. I definitely would recommend AnnuityAdvantage to anyone.
Date of experience: September 04, 2024
Each time I need information or some service I am getting it very quick, without any delays.
I am provided different options and any suggestions for my requests.
Also I am getting reviews on yearly basis.
Date of experience: September 04, 2024
My agent made it a point to get to know me and my financial needs before making any purchase recommendations. I can always rely on her advice, her professionalism, and expedient execution of my transactions.
I recommend AnnuityAdvantage without reservation.
Date of experience: June 03, 2024
They went out their way to see that my needs were taken care of. My questions and concerns were solved immediately. Very helpful to me in every way
Date of experience: September 04, 2024
After having some initial qualms about using an online company to buy annuities, I spoke at length to a knowledgeable and helpful salesperson. On top of my own due diligence, he very much put me at ease.
My husband and I have since purchased MYGAs from annuityadvantage and highly recommend them.
transactions have been handled promptly and policies were issued surprisingly quick.
Date of experience: July 31, 2024
Excellent communication.
Patient and helpful in answering all my questions, then following through fast and reliably.
Couldn’t have hoped for a better experience !
Date of experience: September 04, 2024
We found that Annuity Advantaged offered us the best in service and products. We didn't have to leave our home, and our agent was always available to answer questions. The product met our needs and offered us the best interest and the options that we were looking for.
Date of experience: August 22, 2024
It was so easy to review and understand. It was explained to us in terms that were straightforward, clear, and concise.
Date of experience: August 01, 2024
They offer excellent customer service. Needed to renew and make partial withdrawal fro IRA they helped make it as easy as possible.
Date of experience: August 23, 2024
Annuity Advantage is a top-notch company that I have used for several years to purchase MYGA's. Their rep is always prompt, patient and courteous. He takes the time to answer all my questions and gets back to me quickly for any needed follow-up. I feel very confident I am getting the best deal with the monthly rate updates. Phone appointments are easy to make. In short, I would recommend AA to anyone looking for an honest investment company that truly cares about their customers.
Date of experience: July 11, 2024
The Agent is very responsive and very informative. He makes sure you have all the information needed and explains the product fully so you can make a good, educated decision. He is in no rush, gives you time to think about your decision. Everything seems very professional with a personal touch
Date of experience: July 11, 2024
My Specialist at AnnuityAdvantage has been helpful, knowledgeable, and responsive in helping me learn about Multi-Year Guaranteed Annuities (MYGA). She has been patient about answering my many questions and, as a result, I feel well-informed and comfortable with my purchases. I appreciate that AnnuityAdvantage introduced me to solid, secure life insurance companies that offer competitive interest rates with no sales pressure. They've handled all aspects of the process promptly and comprehensively.
Date of experience: August 23, 2024
Super patient friendly service. My former IRA was difficult to get out of but my Annuity Advantage agent helped me every step of the way. She even sent postage paid envelopes to help me get things done.
Date of experience: July 11, 2024
Jeff Webb is great - very knowledgeable, available when you need him, and super fast! He gave me all the information to make an informed decision. He was very quick and efficient in completing applications. Kept me updated every step of the way. Working with him again on my next MYGA fixed annuity. Highest recommendations!
Date of experience: May 27, 2024
I have several policies with them;never any problem.
Date of experience: August 22, 2024
I have been using Annuity Advantage for my investments for over 16 years, since I retired. My net worth has increased considerably and without the anxiety of the stock market. At the beginning of the year, they helped me transfer one my expired accounts into another account, with a higher interest rate. They are always available to answer any question or concern I may have.
Date of experience: March 21, 2024
I think specialist needs to be able to convince client the annuity specialist recommended. Specialist needs to convince client the annuity specialist recommended is to client’s benefit instead of specialist’s.
Date of experience: August 28, 2024
Debi Dietrich and the entire Annuity Advantage team provide outstanding service each and every time. They are a true pleasure to do business with. I have been doing business with them for a number of years and I cannot say enough good things about their service, professionalism, and caring for their clients.
Date of experience: June 26, 2024
The Annuity Advantage Agent was professional, courteous, understa nding, listened and made sure every single concern was answered to my satisfaction. The Agent went out of the way to be sure every item was covered on the application with nothing left to chance. Agent took on the responsibility to make the necessary changes on every annuity policy I own. I highly recommend Annuity Advantage. Believe, my with many policies that I have with them, it will be to your advantage to use them for your vested interest.
Date of experience: June 27, 2024
