AnnuityAdvantage Reviews 1,422

This was my seventh annuity from AnnuityAdvantage. I have been building a ladder of fixed lifetime SPIAs (with cash refund) over many years. This will allow me to retire to Europe on a "sel... See more

I have been doing business with Annuity Advantage, for approximately fifteen years. They have been the most knowledgeable, trustworthy and responsive, out of all the other annuity companies, I have en... See more

Very friendly, highly professional service, always return phone calls or respond to email. The application process is always smooth and free of hassle. Agents are very patient with clients and do the... See more

Very friendly, highly professional service, always return phone calls or respond to email. The application process is always smooth and free of hassle. Agents are very patient with clients and do thei... See more

I have been doing business with Annuity Advantage for several years. On this occasion, as in others, the transaction went smoothly and the agent kept me informed of the status at every stage. The c... See more

I have used Annuity Advantage for years for retirement planning. I have always received good recommendations and received the best interest rates available for my money. I did have one annuity go so... See more

We became clients of Annuity Advantage in 2008. Thankfully they helped us when so many others lost so much. In the ensuing 17 years we have developed a relationship with them that has far exceeded our... See more

They provide only products which may be of relevance for our retirement planning. They provide excellent descriptions of the products involved and give us access to a web site tailored to our current... See more

They keep us informed of opportunities and make doing the process of annuity purchase/investing manageable without visiting an office. The service is timely when paperwork needs to be done hard copy,... See more

Clear, timely communication. Listened closely to match product suggestions with what I was looking for. Facilitated application process by filling in form for me so all I had to do was check for accu... See more

Tanner Rosetto is a very knowledgeable, helpful, and detailed financial Agent. He goes the "extra mile" to explain and make sure I receive all the "pros and cons" of MYGAS and other insurance produc... See more

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... See more

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 applic... See more

Tanner was extemely patient with me as I really took my time to commit to the three policies. Based on my experience with Tanner, I would recommend him to everyone.

Very positive experience. My broker was very responsive to my questions. O was able to get the information I needed to make an informed decision for the annuity product which was right for my financ... See more

My Annuity Advantage representative is very patient and explains products fully. He does not "push" to sell one product or another. I am supplied with all the facts, so I may make a good decision. All... See more

When it comes to investing money, I like to hear what people/companies say and then do my own analysis. I contacted Annuity Advance a number of times, before I invested money. There was never no pres... See more

They are extremely professional. When investing you want to know all of the risks and what best suits you the best. They make everything easy to understand. They also do a terrific job of getting you... See more

The annuity specialist I dealt with was very professional and went the extra mile to get me a new higher rate for my 10 year annuity. He kept me up to date on each step of the way including when I sho... See more

I would not go anywhere else for my annuity. They are independent so they are not obligated to one insurance company. The representative Jake Murphy was really awesome and took me thru the proces... See more

We have dealt with Annuity Advantage for nearly 10 years. Over that time, We have come to trust their advice and recommendations. As a trusted counselor, they have become an important and... See more

Shelley is great at what she does. Informative, helpful, persistent. With out her help, everything would have been far more difficult. Thank you very much. 4/25/25. John Deacons

Annuity Advantage is an amazing company that has helped my parents and me save and invest wisely and effectively for retirement. We are very grateful!

Received data and information to make best choice. Consistent and timely communications. All questions answered, everything according to schedule. No surprises.

Annuity Advantage continues to give me superior service. This year, they helped me with 2 contracts that reached maturity and was able to purchase new ones at higher returns. As always, the transfer... See more

This company made it very easy to apply for an annuity on line. They do an excellent job of showing me many companies and what they have to offer me. It saves me so much time to have this assistance... See more

Worked with Jordan Lewis, very easy on a new transaction which got done electronically. It was completed very quickly, no hassles. Much appreciated by me. Will do more with him in the future

They are honest have the best rates and make the process simple. I have used them for several years and I am completely satisfied.

Jake Murphy is my guy. So very helpful, knowledgeable, dependable and I trust him completely. I have been working with him for years now. I would recommend him to any one, as I have done to my son, J... See more

As always Debbie was helpful and responsive, she is trustworthy and understanding. I enjoy dealing with her.

Comparable and great rates. Wonderful and responsive customer service! THANKS for your help!

AnnuityAdvantage responds quickly to requests and questions. The company is very good at communicating with clients. And the website provides excellent information as to the available fixed annuity pr... See more

I am very satisfied with Annuity Advantage. I was explained thoroughly everything I wanted to know and every time I had a question I would be able to get to the agent that would promptly returned my... See more

I have been a client of Annuity Advantage the past few years. They have been great to work with and offer a good ROI (return of investment). I am a retired banker and during my career, I have provide... See more

The representative that assisted me was honest, knowledgeable, and helpful in meeting my needs in the area of annuities. I admit I am not always the easiest client to satisfy. Great company/firm if... See more

I have never wrote a review for a company that handled my investment. I was notified by my investment company that my annuity will mature soon. So I was searching to invested elsewhere since the int... See more

The whole transaction was a delightful experience. Information was shared promptly with the agent and the feedback was excellent - as good as I've ever had in 50 years of purchasing investments. Her... See more

My Agent was AWESOME! He came highly recommended and he truly lived up to All of my expectations. Pleasant, always there to answer any of my question and believe me, I had a lot questions. He even cal... See more

I have been doing business with Annuity Advantage since 2014. I have bought many time limited guaranteed interest annuities from them, the latest at the end of 2020. My agent has been very responsive... See more

I am very happy with AnnuityAdvantage and the services they provide. They are very knowledgeable and are licensed in most of the states. I have been their customer for almost 8 years. You can revie... See more

[Name] is very personable and has a lot of knowledge on the annuities they sell. If she doesn't know the answer to one of your questions, she will always find out. It was because of her that my husb... See more

I liked annuity advantage because I could look through 100's of Annuities and make a decision on what was right for me. I also received good advice over the phone, and good service purchasing the ann... See more

My representative at Annuity Advantage has become a friend, and I trust her. If you know me, you know how much that means and how rare that is. She is an advocate who will get on the phone with o... See more

The information I received was timely and accurate, making it easy for me to complete the forms. I was kept up to date on how the process was working. The sales lady was courteous and displayed at... See more

Great rate and seamless purchase of a fixed annuity.

Agent is very helpful to provide detail view of annuities and services, it's a pleasant to work with.