The Annuity Expert Reviews 24

Professional, informative, patient, knwolegable. A+ personal communication

I reached out to several different companies, and I soon realized other companies did not offer. Any type of selection only would push their products. I was very impressed with the annuity Experts, I spent a lot of time researching and learning as much as I could before making the final decision. Every time they reached out, Jason was so helpful and knowledge every question I asked him I very happy with the service I received.

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!

In a universe of 100 billion+ galaxies it would be hard to imagine finding a better Annuity advisor than Jason Stolz at The Annuity Expert. His professionalism, knowledge and patience put him light years beyond the nearest competition.
Save yourself the time and trouble of searching the universe and give Jason a call for the absolute best top rated company annuity choices available. One call that's all!

Friendly people who provide all options without bias towards any carrier. No pressure to buy either.

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!

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.

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.

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+++

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

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.

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

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.

Simply,
They are the best!

Top notch service

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

my salesman was great, very helpful in steering me through this.

Excellent Service- I am recently retired, and had a 401K... The 2 financial advisers friends had offered did not return my phone calls, so I started searching on Google. I came across The Annuity Expert website, and noticed there is a chat feature. I was so lucky to make contact with Jason Stolz. He was amazing- he offered an annuity that would pay lifetime benefits- which is what I was looking for. He was always available for questions, he advised every step along the way. The entire process took less than 1 month. I can't say enough good things about this company and Jason. He is the absolute best. I owe him many many thanks for all his help.