Annuity Expert Customer Reviews
Read what annuity buyers are saying about working with The Annuity Expert. Check them all out here and here.
- Bob T: 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+++
- Lisa S: Jason was really knowledgeable, helpful and supportive as he guided me through the process. I highly recommend him!
- Pati S: 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.
- Tina P: Jason was prompt and knew the right place to direct me to.
- Susan B: The virtual talk I had with Shawn Plummer was quick and informative. He was very professional and responded to my questions quickly.
- Chris O: Was able to meet my needs. Very good communication.
- Gail D: While searching on Google in hopes of finding a company/person to help me with my 401(K) plan, as I recently retired, I came across The Annuity Expert and Jason Stolz. To say he provided the very best in customer service is an understatement. This guy is the real deal. Very understanding, answered all my questions, and was there every step in getting my 401(K) into an annuity. I must have about 25 emails or so, with my questions, and his advise/answers as the annuity application progressed. Don’t look any further than this company, they and Jason are the absolute best. Many, many thanks.
- Jeff: Jason on Annuity Expert worked with me to transfer 2 existing annuities and take advantage of higher payouts with the current interest rate environment. Highly recommend.
- Peter S: Jason Stoltz was knowledgeable, responsive and made my experience very easy
- Brenda V: I highly recommend Jason from the Annuity Expert. He’s not only an expert in annuities, but other financial products as well. Jason is very quick to respond to any questions even on the weekends and in the evenings. He even called to walk me through questions while he was on vacation! Jason presented options from top notch companies. I told Jason exactly what types of products I was interested in, and he only provided options in exactly what I was looking for. I never felt any pressure to buy at any point. After purchase, Jason was extremely detailed making sure every part of the process went off without a hitch.
- Brent R: 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!
- Virginia B. – Florida (Did not Buy An Annuity): I wanted to let you know that I’ve made the decision not to move forward with the annuity. Thank you so much for all the time you spent with me and for helping to make a well-informed decision. Your title of “The Annuity Expert” is so well deserved.
- Landmark Systems: Excellent service! Excellent staff! Will definitely work with again in the future! A+ job.
- Peter W: Great service and good advice. Jason Stolz and Adria Greene were fantastic.
- James B. – Nebraska: Made process easy. New ideas. Great way (in my opinion) to pass on to that person who may need a little help in the future. Thanks.
- Wanda T: Expert advice! I have searched for many years to find positive outcomes for a family member. I wish someone had given me this contact years ago. It would have saved me many nights of worry! You are the best at delivering positive results! When I thought there was no help, you found help!
- Arkay V. – Pennsylvania: Whole process was smooth and clear. Great service. Thanks, Shawn
- Kelly B. – Washington: Great experience! Shawn was very responsive and made the process very simple. Appreciated his honesty and transparency with respect to LTC mandated by the state. I would highly recommend him.
- Katty C. – Virginia: Quick to respond to my email appropriately. Knowledgeable and dependable on professional suggestions. Willing to help and solve questions and problems.
- John E. – Washington: Shawn was great and very knowledgeable. He knew and understood the rules associated with the Long Term Care law associated with the St of WA. Would recommend Shawn to anyone else facing the same circumstances.
- Rob W: I was browsing the internet for information and help with fixed annuities. Fortunately, I connected with Jarad at the Annuity Experts and I’m very happy I did. Jarad was knowledgeable and ask all the right questions to be sure he understood my situation and then provided me with what I needed. He returned all my phone calls in a very timely manner. Jarad is very professional, not pushy or high pressure, he presented the facts and figures in a way I understood completely. He encouraged me to ask questions and was able and happy to address my concerns. Found him trustworthy and eager to help. Makes one want to do businesses with him. I would personally recommend Jarad to anyone.
- Brian D: Jarad provided excellent option packages tailored just for me and was able to explain all of my questions.
- John: 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 401(K) to an annuity 401(K) easy.
- Jim F: 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!
- Marina E. – Illinois: Like many of you, who desire to purchase the annuities, but have no knowledge of the subject, I spent so much time talking to the different agents in the hope to get help. I was lost among the different products, did not understand the definitions, conditions, calculations, but experienced heavy sales pressure from the people who did not care about my needs, but their own commissions. From the first conversation with Shawn, I knew that he is the one I can trust, and I never was disappointed with him.
His knowledge, patience, quick responses to all the questions and inquiries were priceless. My husband and I made our choice with the right person and the best products that met our needs. If you are reading this review, you, most likely in the same search as I was two months ago. Don’t waste your time by reeling among the salespersons, call Shawn and you would be disappointed! - Shannon B. – Washington: Shawn has been very helpful in navigating an area in which I have no expertise. He was professional, responsive and patient when answering my many questions.
- Ed R: Had many conversations with Jason Stolz. I tried to make him earn his money. He helped me understand his products, other company products, and comparisons. As many times as I bothered him, he never lost patience (unlike other places). I appreciate the help! I need it.
- D. Ritchey: Shawn was extremely helpful in explaining my options of annuities to act like CDs, and provided many choices of annuities available in my state. Scheduling an appointment to talk on the phone was easy. His website gives lots of good information and links to verify reputable investments. I feel confident that I made the right choice and appreciate his expertise.
- Larry C. – Massachusetts: Shawn’s product knowledge is impressive. When I found him online I reached out to try and help my neighbor decide if the policy her advisor was recommending was the best for her needs, Shawn responded promptly, asked some key questions, and offered his candid opinion. He later alerted me to a rate change.on her selected policy that required her to accelerate her application. I never felt Shawn was trying to do anything more than be helpful—even knowing my neighbor would not likely change her advisor. His candor snd professionalism was much appreciated. If you’re in the market for an annuity, The Annuity Expert should be your go-to site.
- Penny W. – Florida: Shawn was very helpful in clarifying the details regarding the withdrawal of funds from my TSA!
- Aki V: I wanted to buy some annuities & I ended up with Jason. From the first call till the end, he helped me fill out forms, answered my texts & phone calls even after hours. Keep up with the good work. Once again thanks for all your help.
- Thomas C: 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!
- Joyce M. – Indiana: Shawn was knowledgeable, helpful, and did a wonderful job of guiding us through the process. He kept us informed and responded quickly to our many questions.
- Ron M: Jason was helpful, courteous and attentive to all my needs. Made a stressful decision easy!
- Ruth E. – Colorado: Overwhelmed by the amount of information available on annuities, I decided to use “The Annuity Expert” website to help me sort things out. Shawn was gracious and very patient with my many questions; he listened and understood my needs; and took the time, every time, to provide thorough answers and/or examples. His efforts were extremely helpful as they provided a method that allowed me to focus only on applicable annuities based on the specific needs I shared with him. Shawn took the time to provide scenarios of annuities that might fit me best. This part of his process ensured me that we were still on the same page as he refined his results based on further questions/feedback I had. Thanks to Shawn, what began as an intimidating process of annuity shopping, turned into a process of making informed decisions. He never applied pressure, only patience, all the while providing a platform where he shares his expertise and insight about annuities and has been a tremendous resource.
- Yari G. – California (Someone who decided NOT to buy an annuity): Since buying annuities is a serious matter, I interacted with quite a few agents, and financial advisors in order to find the best annuity, yet, I always found myself coming back to Shawn. Just from his own invested website you already notice that Shawn has deep knowledge on the subject of annuities, more than anyone else I talked with. I never felt any pressure from Shawn to buy an annuity, his presentations were very thorough and clear, and he was very patient with his explanations to ensure that I understand every detail. To sum up, Annuity Expert is one of the best places to purchase annuities.
- Lisa B: Our conversations with the Annuity Expert were informative and most helpful. Everything was explained, and all questions were answered. We never felt presured. We were able to explain what our goals were, and we were provided several options to choose from. We felt very comfortable dealing with the Annuity Expert, and they were available to answer our questions even on the weekend!
- Sharon: Jarad and Jason were great to work with and had excellent communication with me as I inquired and invested. I recommend them!
- Kelley R. – Washington: Shawn was great at setting up a long-term care annuity. He was able to find me a policy, where others could not. He was a great communicator and took the time to answer my questions. I would strongly recommend The Annuity Expert to others.
- Danielle D: Shawn explained a very complicated Annuity. He gave me questions to ask the company and shared information to help identify what type of product I had. Fantastic Job!
- Michael F. – Massachusetts: I got all the help I needed, got all my questions answered, and had great support through the whole process. I was also provided with very valuable advice. Thank you!
- David B: My agent Jason made this a painless process. He answered all my questions provided me on education about things that I didn’t ask about an intervened to help expedite the setup of my account. Very very helpful and friendly.
- Charles Z. – Texas: Spent a good amount of time trying to help me with my issue. Spent the time needed to make sure I understood the options to pursue to get the right answers to my questions.
- Howard H. – New Hampshire: With so many various annuities promising good rates, I received excellent help from the “annuity expert”. He was able to explain well the various choices and help me with solid advice to make the right decision for my financial future. I would HIGHLY recommend using the great service.
- David A. – Georgia: I reached out to Shawn after reading his helpful blog to get advice on an annuity my parents were stuck in from Allianz. He spoke to us for an hour and gave some great advice on their options going forward–all without any pushy sales tactics. It was a great and refreshing experience and I would recommend Shawn to anyone seeking advice on annuities and retirement planning.
- Shen V: To Jason Stolz: You have made it so easy and I will enjoy it in the future with peace of mind! Once again, Apppreciate all your helps and I like the way you’v cared your clients and you made them comfortable! Have a great day and best wish to your business development!
- Dale A: Too much acronyms that I did not know and were not explained.
- Paul B. – Florida: My brother and I had concerns about nonqualified annuities. Shawn took the time to clarify these issues. We would recommend him to anyone with questions on this subject or any other retirement vehicle that is within his expertise.
- David U. – Florida: I have been working with Shawn at The Annuity Expert and this has been a great experience. As a retired Life Insurance agent I can appreciate when someone goes about their business in a very professional way. Shawn has provided me with the information I was looking for and offered suggestions that were right on target. I am hopeful that after figuring out the correct numbers fruition will be accomplished. You rest assured you are in good hands dealing with Shawn at The Annuity Expert.
- Shannon B – Washington: Shawn has been very helpful in navigating an area in which I have no expertise. He was professional, responsive, and patient when answering my many questions.
- Phillip S: No pressure tactics
- Henry H: Stellar Customer Service! Whether via email, phone or text, Jason at The Annuity Expert provided me with near lightning fast direct and to the point answers to my steady barrage of questions. His professionalism, knowledge and patience allowed me to make an unpressured decision that was the informed correct one for me. If you are in the market for an annuity, save yourself the time searching and contact Jason for the absolute best top rated company annuity choices available.
- Peeyush R. – Washington: Shawn was super responsive and professional in our effort to get Annuity and LTC coverage. Definitely recommended if you are looking for an agent!
- Tony R. – Washington: I had a great experience getting my annuity in place. At the start of the process, I was a bit lost as I had never had an annuity and did not know what to expect. Happily, all my questions were answered promptly along the way. After my initial inquiry, I received the policy disclosures so it was only a matter of completing the application and funding the policy once approved. The only unknown was how long the process would take. I had a deadline that could not be missed and actually received the policy three weeks ahead of when it was needed. Again, great experience!
- Sonja L: Jason and Jarad are wonderful to work with regarding my annuity purchase. They are excellent at educating and explaining the facts and details for the annuity so that I could make a well informed purchase. They even monitored the category I was interested in and notified me when there was a significant increase in quotes/rates so that I could maximize the value. I recommend Jason and Jarad at The Annuity Expert for anyone seeking to better understand annuities to make a well informed purchase.
- Tom: 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.
- Michael: Responded rapidly to email but I tried to speak to someone on the phone prior to email and no one available.
- D.Eugene: 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.
- Steve B: Shawn is great to work with and can easily and patiently explain the nuances of the many types of annuities. Always prompt to meetings and with email – communication was a breeze and everything can be done online from the comfort of your own home.
- Jordan H: I had been going through the annuity company (that we received an inheritance from) and the receiving brokerage to transfer the inheritance into an IRA…. many unanswered questions that the internet couldn’t answer directly for me and I stumbled across their page and submitted my questions. The next day Shawn got back to me and we had a bit of back to and forth and he answered my questions and couldn’t have been more professional, prompt, and simple. Definitely I will be using them with any annuity questions and if I look to set one up once my retirement days come around!!! Thanks Shawn!!
- Joe M: Shawn, was knowlegeable, helpful and did a wonderful job of guiding us through the process. He kept us informed and and responded quickly to our many questions.
- Alice W: I found the answers to my questions. Great job Jason. He was spot on. Shall pray my dream come true.
- Anonymous: Not only great advice but also absolutely no pressure.
- Adam B: Very helpful in helping me find a policy and walking me through the application process.
- Jeanne R: Answered my questions accurately and quickly!!
- Anonymous: 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.
- Jay M: Professional, informative, patient, and knowledgeable. A+ personal communication
- BJR: 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!
- Anonymous: 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.
- T.J. C: 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!
- Anonymous: The process for getting my annuity set up was very smooth, and easy. The communication was fast, any questions answered immediately, and any concerns were addressed and taken care of. I received my completed annuity paperwork in the mail within 14 days. and my on-line completed application 48 hours after completion.
- Carrie D: My salesman was great, very helpful in steering me through this.
- Debra C: Very knowledgeable representatives!
How We Can Help
The reviews from our satisfied clients highlight that working with The Annuity Expert is not just beneficial—it’s essential for securing your financial future. Our free service ensures you receive expert guidance without any financial burden.
These testimonials prove that our personalized, expert, and no-pressure approach makes us the ideal partner for your retirement planning. By offering this service for free, we remove any financial barriers, allowing you to benefit from our 18 years of experience as an insurance agency, annuity broker, and retirement planner without any cost. We stand for finding the best solutions at the lowest costs, ensuring you get the most value for your investment.
When you choose to work with us, you can expect:
- Personalized Service: Tailored advice that fits your unique financial situation and retirement goals.
- Expert Guidance: Clear explanations of complex products, ensuring you make informed decisions.
- No Pressure: A supportive environment where your comfort and understanding come first.
Our commitment to these principles, backed by our clients’ positive experiences, demonstrates the value and necessity of working with The Annuity Expert.
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