The Annuity Expert

1050 Crown Pointe Pkwy Suite 500, 30338, Atlanta, United States
http://annuityexpertadvice.com
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4.95
Based on 20 Reviews

5

95.00%

4

5.00%

3

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1

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About The Annuity Expert

Established in 2009, The Annuity Expert stands as one of the premier independent brokers in the United States, boasting one of the nation's most extensive annuity and insurance product selections. With a foundational expertise in annuities, our insurance agency has expanded its horizons, diversifying its portfolio to cater to various financial and insurance needs. Whether it's life, health, dental, or vision insurance, The Annuity Expert has consistently provided individuals and families with tailored solutions that secure their present and future. Recognizing the unpredictability of life, we also offer disability, travel, and long-term care insurance, ensuring that our clients are protected in all facets of their life journey. Beyond mere insurance, our dedication to securing your financial future doesn’t stop there. We specialize in retirement and estate planning, two crucial areas of personal finance that often get overlooked. With an understanding of market trends and a keen eye for detail, we have guided countless clients in optimizing their savings accounts by recommending options with the highest interest rates. Our commitment to value means we prioritize offering the lowest prices without compromising on quality. Our burial insurance packages ensure peace of mind for those thinking about the legacy they leave behind, assuring that your loved ones are well taken care of. At The Annuity Expert, our objective isn't just about saving; it's about ensuring that every financial decision you make is informed and beneficial. With over a decade of experience in the industry, we stand proudly as a beacon of trust, expertise, and commitment to excellence in personal finance.

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brian doyle
GB

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

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Confirmed Client
GB

The Annuity Expert does a great job 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.

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Tom
GB

Very smooth process Very smooth process. Got all the information needed and all questions answered. Very good communication from the start. Very happy with our purchase. Thanks Jason and Jarad.

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John
GB

knowledgeable reliable company 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.

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T. Eugene
GB

Team of Experts The team at The Annuity Expert was knowledgeable (thoroughly explained the process); helpful (addressed any questions or concerns); and responsive (replied promptly). Glad I chose them for my insurance needs and would definitely recommend.

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