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Business Profile

Annuities

Annuity Association Agency, LLC

Reviews

Customer Review Ratings

5/5 stars

Average of 48 Customer Reviews

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Review Details

  • Review fromRobert J

    Date: 11/21/2024

    5 stars
    I 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 stars
    I 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 stars
    I 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 stars
    We 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 stars
    I 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 stars
    Annuities 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

  • Review fromAshley R

    Date: 09/23/2024

    5 stars
    **** was very informative and thorough. His follow up made me feel valued before and during the entire process. I would highly recommend him to anyone.

    Annuity Association Agency, LLC

    Date: 01/09/2025

    ******, thanks for sharing your experience on working with ****.  **** is a great advisor who truly cares about his clients.  We are also thankful for your trust in allowing us to earn your business.  - ********
  • Review fromchris s

    Date: 09/17/2024

    5 stars
    I have a story and a warning: *** ***** was the 'pot of gold' end of a several-year search for a competent advisor. *** is amazing! 6 stars! DO YOUR RESEARCH.Finding *** and his associates through a ******* explainer-video was key to understanding SO many nuanced choices and details within the many annuity products, that my fired, second ******** didn't ********** previous, 'fired' advisor (with a separate firm unrelated to ***) pressure-sold me an annuity of his choice: (***************************), a company which proved to be disastrous to work with, impossible to contact via phone, with an antiquated phone tree system and untrained employees, and dragged me through an entire 2-month saga simply to exercise the lawfully-provided, 'free look' period to cancel it and get my money back!Fast-forward to ***. He met with me 3 times virtually, free of charge, and no pressure to buy. He was highly competent in answering my many questions, and, showed me the behind-the-scenes view of the platform where he and I together shopped for a better annuity choice, including how much he would earn off my decision, etc etc. He came to every meeting prepared and on time.When my new annuity policy materials came (I chose A____Insurance), it was an entirely customized, bound booklet, vs my previous policy from ************ where I was sent unintelligible loose pages as my 'contract'. My independent phone calls to A____ proved the company was professional and highly responsive, compared with other annuity insurance companies that I tried to contact in the past.I cannot thank *** ***** enough. He's the professional you are seeking!

    Annuity Association Agency, LLC

    Date: 01/09/2025

    This is great testimony, *****!  Thank you so much for trusting in us for your annuity purchase.  *** is a fun guy and takes all the stress out of these big decisions.  We are honored to have you as part of the Annuity Association family! - ********
  • Review fromLynda A

    Date: 09/12/2024

    5 stars
    I had the pleasure of working with Zachary *** **. He not only educated me regarding annuities, but listened to my needs and I was able to find the right financial plan for my future. Zachary is very knowledgeable, thorough and patient. His customer service and professionalism was on point and I was given all options explained in detail. Zach could sense my concern as I felt my investments with my previous financial advisor were not profitable. I now feel confident going forward with the knowledge and sense of security he provided.

    Annuity Association Agency, LLC

    Date: 01/09/2025

    *****, thanks for trusting us in your annuity purchase journey.  We value the feedback you've provided on your experience working with ****.  **** is an amazing advisor who genuinely cares about helping people make better annuity buying decisions.  We are honored to have you as part of the Annuity Association family!  - ********
  • Review fromJack D

    Date: 09/10/2024

    5 stars
    Tom and I had difficulties with Gilico getting riders and issuing a correct policy and getting me paid. We communicated with all parties involved and finally had all the glitches fixed and I got my first payment and corrected policy. Tom was a champ for my cause all the way and deserves a 5 star rating for customer service. I have recommended Annuity Association and Tom to family and friends. Thanks for a job well done.

    Annuity Association Agency, LLC

    Date: 09/12/2024

    ****, we appreciate your trust in us for your annuity purchase.  *** is our senior annuity advisor for a reason and it is because he strives to go above and beyond for each of his clients to ensure they have A Better Annuity Buying Experience.

    Thanks for your business.

    ********

    CEO

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