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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Pati Sprague
GB

They were amazing They were amazing. Jarad offered me options I was unaware of which turned out to be the better choice. My favorite part was that there was no pressure on their part to buy. They kept me apprised of the progress on the application and I am very happy with the outcome. Thank you annuityexpertadvice.com

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tjc
GB

Excellent Customer Service Working with Jason Stolz has been a pleasure. I was impressed by his knowledge,communication skills and excellent follow-up. A pleasure to deal with. I would not hesitate recommending Jason to anyone who values excellent customer service!

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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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Upset customer
GB

Best advice with no pressure Not only great advice but also… Not only great advice but also absolutely no pressure.

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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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