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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Jim Fulghum
GB

My Great Experience with "The Annuity Expert" My conversations with Annuity Expert specialist Jason Stolz were informative and helpful over several weeks and weekends. Jason was extremely professional during many phone calls and supplied me answers to my many questions. He provided several Annuity illustrations that met my requirements. The Annuity Expert is an remarkable company! I Highly Recommend!

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Bob Thomas
GB

Best annuity understanding - Best annuity products This was an absolute Excellent Experience. I started studying annuities since last year, as a option for future cash flow. I went to several dinners that made some very compelling promises. The reality is, we did not really understand annuities until we spent time talking with Jason (Annuity Expert). Jason took the time to CLEARLY explain how the different annuities work. He was so thorough, patient, very responsive, and NEVER PUSHY. He has a great way of taking the emotion out of the decision making process. He was also very effective in finding the most appropriate annuity with A rated companies. And Jason was an AAA+++

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michael
GB

Responded rapidly to email but I tried… Responded rapidly to email but I tried to speak to someone on the phone prior to email and no one available.

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cmw
GB

Agent is knowledgeable and available -

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BJR
GB

Great experience! Highly recommend! Great experience working with these guys! Jarad and Jason got me exactly what I needed with no pressure or push. Very knowledgeable. Easy to get a hold of and answered any questions I had. I highly recommend them and will use them for any future annuity need. Thanks! A+ job guys!

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