Annuity From Hell In 2014 I responded to JD Mellberg and was contacted by a salesman named Jeff Stupar. He convinced me my current annuity was wrong and he could sell me a better-performing one. He said he was a church pastor and I trusted him. After three years of payouts from the five-year deferred annuity, which he promised would rachet-up in good markets did not go up one penny and I am in tax hell because he mixed $200k in unqualified cash with my 401k.

Totally disappointed I was referred here by a coworker. I had a feeling that my investment would be secure and worth the risk. A couple months down the line and I realized that my investment was not accruing any interest. My inquiries with the broker did not lead to any meaningful response that would get me back my money. I do not recommend.

My representative was terrific My representative was terrific. He had a great get-to-know-you personality and went over and above the call of duty to find information of particular pertinence to my situation. However, it did take 2 hours to get down to "brass tacks" and consequently I was still at a loss as to exactly what the best route for me was, after the first meeting.

Julie was informative and had some … Julie was informative and had some potentially helpful ideas!!!!excellent information.

The conversation was very relaxed and … The conversation was very relaxed and informative. I never felt a "high sales pressure" to "buy today". I look forward to my future meeting with John & Jim that is scheduled for next week.