ImmediateAnnuities.com Reviews 1,366

I had created an annuity through Vanguard about 15 years ago and wanted to create another annuity to increase monthly income using Roth IRA funds. I called Vanguard and was informed that they did not... See more

We have been quite pleased with the manner in which your office handled this. This was the 2nd SPIA we purchased through you. We were impressed by the number of media companies supporting yo... See more

There a lot of trustworthy places to buy annuities from and I’ve used two very different ones. I purchased my first annuity through my Large Financial Custodian with no dissatisfaction. Now, eig... See more

I worked with Adam last year setting up a QLAC and was very pleased to find he was available again to help me. He is extremely knowledgeable and quickly grasped the outcome I wanted to achieve. He pr... See more

I am a Previous customer, back then (2024, I believe) the customer service was impressive, as was this time around. Everything seems to work, everything seems easy !

Great service and communication. The process went very smoothly with virtually no problems. Any issues were the result of my lack of knowledge and all of my questions were answered immediately.

All members of the Immediate Annuities team were exceptional. My transactions were complicated by rolling three annuities into one, and they walked me through every single step. They kept me informed,... See more

I had a unique situation and we worked with Steve Kennedy who helped us with possible options. Other staff were really helpful and courteous and genuine, too. Didn’t feel pressured into purchasing a... See more

Kyle answered our many questions. He is an expert in annuities, which are varied and complex. He was friendly and professional. We had a great experience and are happy with the annuity we purchased... See more

The experience in buying an immediate annuity was easy and straight forward. All questions were answered quickly and accurately. Though we haven't received our first payment yet. That's due next mo... See more

Immediate Annuities were fast and accurate in processing my annuity. Even though I changed my mind twice as to what I wanted, they were patient and worked to satisfy my desires. I have bought 5 annuit... See more

From start to finish these guys were amazing. From explaining the process to helping me fill out the forms, they were amazing. Before deciding to go with them I spoke to another major annuity broker w... See more

For several years, I had been planning on using an annuity to help me achieve my financial goals while in retirement. I was easily able to use the Immediate Annuities website to illustrate many differ... See more

I love that Immediate annuities makes getting quotes for annuities simple. I have used their site many times. Twice when comparing pension buy out offers for my wife and me. So I decided to use the... See more

Recently worked with Ariel to setup an annuity and everything went very smooth. All questions and concerns were quickly answered by Ariel and the other team members that I worked with. Most impressed... See more

I was the beneficiary of an inherited variable annuity. We wanted to convert it into an annuity for my life plus 10 years certain. It took months because of our inability to find someone who would hel... See more

My experience with ImmediateAnnuities was very positive. The process was simple and easy to understand; very easy to reach them with questions; didn't take much time to finish the whole process. It'... See more

This is the second annuity that these fine people have helped me with. They are always ready to help and do a great job of keeping you informed. Once again a big thank you to Will Manley as this pu... See more

I have several annuities with Immediate Annuities. They are great to work with. No sales pressure and great advise when you need it. They help set up your annuity quickly and fed ex documents when you... See more

They handled all things professionaly. I have used them 2 times before they really Know there business , nice to see! These things are not as simple as one would like. I. Am just average person, fa... See more

I like working with the team at Immediate annuities,I fell thy are honest and can be trusted with my investment and helpful picking the right Annuity to help me reach my goal and have the right to w... See more

The people at Immediate Annuities are very skilled and knowledgeable and answered all my questions. They arranged the purchase of my NY Life annuity using the funds from my 401k, and made the process... See more

This was the first time I used an internet based financial service to buy an annuity. I have a personal CFP but they didn't offer the type of product I was looking for. Working with Hersh and Ariel wa... See more

The first agent that I worked with did not follow up with me like he said he would. I then called the insurance company directly. They directed me to another agent that helped to secure the current in... See more

I contacted immediateannuities to arrange a SPIA as part of my pension plan. The application forms were filled out and sent to me within a day. They were helpful at every step and made a complex proce... See more

Future potential Customers how do I Buy, purchase a Safe Fixed Annuity with great Service, and never lose or worry about my Principal? and feel Safe with my decision? That was Me before I Purcha... See more

Knowledgeable professionals. Annuities were established very easily. Over the years, have established quite a few with this firm. This month, a co-owner and beneficiary both passed. The firm, once aga... See more

This is my second time buying annuities through Ariel Stern at Immediate Annuities. Both experiences were simple, very thorough, quick but accurate, and with predictable clearly-spelled-out outcomes -... See more

Have had a great experience. There is nothing hidden, no surprises. Found the exact annuity I was looking for.

For me, a purchase begins with many questions, and having the right staff to answer them, is absolutely required before investing money. Very professional. Competent Agents, spoke with me and were... See more

We are a long-time customer of ImmmediateAnnuities, and were not disappointed in our latest transaction. We needed to purchase multiple annuities across different companies in a short time, and they... See more

I have bought 5 annuities from them over the years and EVERY experience is professional, efficient and appreciated. I believe I now know almost everyone there and I consider them a vital part of my es... See more

Everything went very smoothly. They helped with all my questions and communicated during every stage of the process.

Their website did a great job of answering a lot of my questions. The rep Steve Kennedy took care of answering most of the questions the website couldn’t.

Helpful, knowledgeable (never condescending) advisors are instantly available by telephone. The informative contract materials require study, but the end objective justifies the necessary time .... See more

Everyone involved in my annuity purchase, from the initial phone through the notice of acceptance of my application by the insurance company, was kind, professional, and so easy to work with. The leve... See more

A great experience. Everything went well.

I was very pleased with my experience. I purchased an immediate annuity contract after speaking with Ariel Stern. He was very patient as I changed my mind at first, then contacted him a few weeks la... See more

Prior to buying my first annuity, I did a pretty thorough evaluation of companies, the rates offered, and users' review comments. Immediate Annuities came out on top. Then they proceeded to produce... See more

I read about this service in the AARP magazine, which I trust. I had been thinking about getting an annuity for a guaranteed lifetime income stream, and it was so easy with their online program to sel... See more

Very easy to use service and the agents are knowledgeable and helpful. Paperwork is well prepared and labelled for easy understanding and access. Response to questions and phone calls during the proce... See more

the folks at ImmediateAnnuities were friendly, professional and knowledgeable. They promptly sent me the information I needed to make the right choice for my needs, and followed through well. The... See more

Overall very professional service. Very competitive quotes! Both my security trading houses could not match. Quoted me all the annuity options and providers so that I could choose among them... See more

I recently bought an annuity through Immediate Annuities......Ariel handled my application and after we talked only a few minutes I began to feel confident in their company......I watched and liked... See more

I have bought roughly 25 Secondary Market Annuity's in past 1.5 years! Great product and great service. At first I was a little apprehensive, but I realized the product was as good as the service. Gre... See more

From start to finish, this was a very easy transaction. Any questions that I had were answered promptly. Since this was my first purchase of an annuity, I was very concerned that I was making the corr... See more

I had a great experience with Immediate Annuities. I had gone to the website several times over a year or so then finally decided to call. The agent was very helpful and I went ahead and started the a... See more

I contacted Immediate Annuities via e-mail and got very prompt responses from Kyle B. I then spoke to him, at length. He mailed out my application overnight and the packet was very informative. Dur... See more