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Review fromMike D
Date: 01/07/2025
5 starsMr. ****** spent the time to answer completely my questions regarding my 2024 investment results and our 2025 investment strategy.He offered logical advice which helped me make my investment decisions.**** *****
Annuity Association Agency, LLC
Date: 01/09/2025
Thanks for you valued business, **** and *****!
- ********
Review fromKenneth M
Date: 01/04/2025
5 starsI had been interested in getting an annuity since I learned about them during my insurance selling days. I finally have the money to get a couple in my 60's. I spent months researching them, trying to figure out which would be best for me, and I found Annuity Association. Before I even contacted them, I did research on them, including checking here. I reached out to them and was contacted by **** *. We had several Zoom meetings and he took the time to figure out what I was looking for, and understanding my situation. He worked hard to match me up with two annuities to suit my situation. One which will give me the income I am looking for, and one to build up enough value so when I pass away, my heirs will not have lost any inheritance money due to me buying them. If I live long enough, I will have a great income stream. For now, their income is helpful as a lifetime income stream in retirement. What makes Annuity Association go helpful is their ability to search annuities from many insurance companies, so you're not just stuck with the offerings from whichever one or ones you reach out to. They get paid from the insurance companies so this very useful service didn't cost me anything extra. If you are in the market for an annuity and want to take the guesswork out of who to buy it from, I strongly suggest going to Annuity association.Annuity Association Agency, LLC
Date: 01/09/2025
***, thank you for your vauled business and thorough review of your experience working with ****. We appreciate your trust throughout your annuity buying experience! - ********Review fromAJ J
Date: 12/11/2024
5 stars
Following a lovely dinner and presentation about Fixed Index Annuities, my husband and I were eager to learn more. Regrettably, the gentleman who hosted the event did not earn our trust and business. Curious and desiring to learn more, we discovered Annuity Association Agency, LLC., history was made, and what I imagine to be a lifelong friendship began with M.S. Wow! Intelligent, informative, patient, thorough, attentive to detail, dependable, and sincerely interested in ensuring client understanding, he consistently "Wow'ed" us throughout the process. Not only did he answer the same question at least three times, he did so with excellence and never seemed bothered. Exceptionally thoughtful and in command of laudable customer service skills, our experience with him was pleasant and memorable. Without a doubt, M.S is the quintessential Senior Annuity Advisor. Thank you for a job well done in securing our annuity!Annuity Association Agency, LLC
Date: 01/09/2025
Thank you for your trust throughout your annuity buying journey. We are honored that you chose Annuity Association. We also value the feedback on your experience working with ****. He's an absolute gem! - ********Review fromKevin Q
Date: 11/21/2024
5 starsI have been working with *** ***** for over a year now and he is fantastic to work with. *** helped me find some amazing annuities to choose from. We ultimately decided on ******. *** was incredibly knowledgeable and explained everything in easy-to-understand terms. Hes always available for any questions I have and continues to support me each year to ensure my financial goals are met. Thank you, ***!Annuity Association Agency, LLC
Date: 01/09/2025
Thank you for your valued feedback on your experience working with ***. *** is a wealth of knowledge and a fun guy to work with! We truly appreciate your business and thank you for choosing Annuity Association. - ********Review fromRobert J
Date: 11/21/2024
5 starsI had the privilege of working with *** ***** of the annuity association. He is the consummate professional who took care of all our needs and truly cares for his clients. I highly recommend.Annuity Association Agency, LLC
Date: 01/09/2025
***, thanks for trusting us in with such an important decision. We truly value and appreciate your business. *** is an awesome advisor and he is an asset to our organization. Thank you for the feedback on the experience you had working with him. - ********Review fromJody B
Date: 10/30/2024
5 starsI found Annuity Association Agency, LLC on You Tube and watched a few videos before reaching out to them for help. I had purchased an annuity from a previous investment advisor when I retired several years ago. I was uneasy about not really grasping the details of my annuity and needed an expert to help me. **** was very understanding and offered to review my annuity. He answered my questions and even summarized the surrender value, income benefit base and income figures on a separate spreadsheet. I can now sleep at night knowing that I made the right decision in purchasing an annuity. I highly recommend this firm and **** in particular.Annuity Association Agency, LLC
Date: 01/09/2025
****, thanks for trusting us with your annuity purchase. We truly value your business and feedback on the experience you had working with ****. **** is an expert on annuities and for that we are truly thankful! - ********Review fromMatthew S
Date: 10/15/2024
5 starsI met with John V. and he found some amazing annuities for me to choose from! We finally settled on Athene. He was so knowledgeable and explained everything in terms that were easy to understand. He’s always available for any questions I have and stays with you each year to make sure your financial goals are obtained! Thank you John.Review fromRon F
Date: 10/14/2024
5 starsWe have worked with **** for a couple of years now and always found his help and Insite to be very beneficial. He's always thorough, knowledgeable, and he follows up on our requests and questions.Annuity Association Agency, LLC
Date: 01/09/2025
***, we value your business. Thanks for becoming a part of the Annutiy Association Family. I'm glad to hear **** took great care of you! - ********Review fromKevin K
Date: 10/01/2024
5 starsI met ******** about a year ago to discuss annuities. After several meetings, I decided to proceed with an annuity that fit my needs. He was very thorough and explained the difference between all of the annuities. If you're looking for an annuity, call ********.Thanks *****Annuity Association Agency, LLC
Date: 10/03/2024
*****, thanks for your trust in myself and our firm with your annuity buying decisions. We value your business very much.
********
CEO
Review fromSteve P
Date: 09/23/2024
5 starsAnnuities have been good a good choice for me and my wife. They have proven to help us work through the good and the bad times. Understanding the many choices and how they work can be mind boggling. Most that I have dealt with are simply pushing their product.While considering an additional family investment, quite by accident I stumbled on to some videos produced by ******** ****** and Annuity Association that are full of very of valuable and understandable information.Being from *****, I was soon put in contact with **** **********, a Texas representative for Annuity Association. For the next 5 ***** **** spent an hour plus with me via zoom, explaining the differences in various annuity options and how they work. There was never any pressure, simply valuable information and advice. Each session was followed up via email by written notes of our visit and contents. On the 6th week, after seeing dozens of options from that many, or more annuity companies, **** helped me through the application process and I made my choice of annuity companies and the product that best suited my needs. 10 days or less later I had a contract with the number one rated annuity company in the ***. **** explained every detail of the contract and l have a solid promise for annual assistance in reviewing its performance and available adjustments. I highly recommend **** and Annuity Association to assist with your future financial and retirement needs.Annuity Association Agency, LLC
Date: 09/24/2024
******,
Thanks for your trust in **** and our firm to assist you in making a better annuity buying decision. Trust through transparency and education is the foundation of our business. Glad to hear that **** was able to make that happen for you.
We value your business.
********
CEO
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