AnnuityAdvantage Reviews 1,442

TrustScore 5 out of 5

4.9

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their knowledge, trustworthiness, and responsiveness. Consumers highlight the excellent service, noting that their goals and needs are always prioritized. People appreciate the professional and friendly approach, with agents going the extra mile to provide informative and helpful assistance. The company excels in customer service, with reviewers emphasizing the prompt and professional manner in which their questions are answered. The product offerings are well-regarded, with individuals feeling fully informed and supported in making sound decisions. The quick response times and smooth transaction processes further contribute to a positive experience, solidifying trust and satisfaction among those who have engaged with the business.

Based on these reviews

Rated 5 out of 5 stars
Verified

Great service…everything was straightforward and easy to follow. My rep took the time to break down everything I needed to know, and was very professional. I never felt rushed or like anyone is tryin... See more

Rated 5 out of 5 stars
Verified

The agent I worked with that signed me up with Annuity Advantage was knowledgeable, patient, and very helpful in getting the contracts done and funds transferred. It's also great to watch my funds gro... See more

Rated 5 out of 5 stars
Verified

I didn’t know much about annuities when I first because a customer but my advisor has walked me through the steps and I now have the information I need to make the right decisions for myself. There... See more

Rated 5 out of 5 stars
Verified

When I call, I talk to a person! I get answers to all my questions. Excellent communication on status of my policy. It's very easy to do business with this company!

Rated 5 out of 5 stars
Verified

This was my seventh annuity from AnnuityAdvantage. I have been building a ladder of fixed lifetime SPIAs (with cash refund) over many years. This will allow me to retire to Europe on a "sel... See more

Rated 5 out of 5 stars
Verified

We became clients of Annuity Advantage in 2008. Thankfully they helped us when so many others lost so much. In the ensuing 17 years we have developed a relationship with them that has far exceeded our... See more

Rated 5 out of 5 stars
Verified

They provide only products which may be of relevance for our retirement planning. They provide excellent descriptions of the products involved and give us access to a web site tailored to our current... See more

Rated 5 out of 5 stars
Verified

Easy to work with. Answered all my questions. Outstanding service. Will definitely use again.

Rated 5 out of 5 stars
Verified

Clear, timely communication. Listened closely to match product suggestions with what I was looking for. Facilitated application process by filling in form for me so all I had to do was check for accu... See more

Rated 5 out of 5 stars
Verified

Very friendly, highly professional service, always return phone calls or respond to email. The application process is always smooth and free of hassle. Agents are very patient with clients and do the... See more

Rated 5 out of 5 stars

Very friendly, highly professional service, always return phone calls or respond to email. The application process is always smooth and free of hassle. Agents are very patient with clients and do thei... See more

Rated 5 out of 5 stars
Verified

My Annuity Advantage representative is very patient and explains products fully. He does not "push" to sell one product or another. I am supplied with all the facts, so I may make a good decision. All... See more

Rated 5 out of 5 stars
Verified

Very positive experience. My broker was very responsive to my questions. O was able to get the information I needed to make an informed decision for the annuity product which was right for my financ... See more

Rated 5 out of 5 stars
Verified

The annuity specialist I dealt with was very professional and went the extra mile to get me a new higher rate for my 10 year annuity. He kept me up to date on each step of the way including when I sho... See more

Rated 5 out of 5 stars
Verified

I have been doing business with Annuity Advantage, for approximately fifteen years. They have been the most knowledgeable, trustworthy and responsive, out of all the other annuity companies, I have en... See more

Rated 5 out of 5 stars
Verified

I have been doing business with Annuity Advantage for several years. On this occasion, as in others, the transaction went smoothly and the agent kept me informed of the status at every stage. The c... See more

Rated 5 out of 5 stars
Verified

When it comes to investing money, I like to hear what people/companies say and then do my own analysis. I contacted Annuity Advance a number of times, before I invested money. There was never no pres... See more

Rated 5 out of 5 stars
Verified

We have dealt with Annuity Advantage for nearly 10 years. Over that time, We have come to trust their advice and recommendations. As a trusted counselor, they have become an important and... See more

Rated 5 out of 5 stars
Verified

Shelley is great at what she does. Informative, helpful, persistent. With out her help, everything would have been far more difficult. Thank you very much. 4/25/25. John Deacons

Rated 5 out of 5 stars
Verified

This company made it very easy to apply for an annuity on line. They do an excellent job of showing me many companies and what they have to offer me. It saves me so much time to have this assistance... See more

Rated 5 out of 5 stars
Verified

I have been a repeat customer for almost two year now. I find the specialist I am working with very knowledgeable, extremely helpful, and mindful of my best interest. The general staff is very court... See more

Rated 5 out of 5 stars
Verified

Annuity Advantage continues to give me superior service. This year, they helped me with 2 contracts that reached maturity and was able to purchase new ones at higher returns. As always, the transfer... See more

Rated 5 out of 5 stars
Verified

They are extremely professional. When investing you want to know all of the risks and what best suits you the best. They make everything easy to understand. They also do a terrific job of getting you... See more

Rated 5 out of 5 stars
Verified

Very helpful team. Quick answers when needed and always following through. I've been working AA for 15+ years and am very satisfied.

Rated 4 out of 5 stars
Verified

I have used Annuity Advantage for years for retirement planning. I have always received good recommendations and received the best interest rates available for my money. I did have one annuity go so... See more

Rated 5 out of 5 stars
Verified

Annuity Advantage's Specialist, Jake Murphy, provided a high degree of experience, attention to detail, and thoughtfulness throughout our most recent MYGA transaction. Every detail was taken care of... See more

Rated 5 out of 5 stars
Verified

My AA annuity specialist is wonderful. I've worked with her the last six years. My wife and I both agree she is one of the most knowledgeable professionals we've encountered.

Rated 5 out of 5 stars
Verified

I am very pleased with the annuity products offered, but equally pleased with the service provided the representatives I deal with. They are knowledgeable, friendly and timely with information and fol... See more

Rated 5 out of 5 stars
Verified

i have been with annuity advantage since 2014. no regrets,issues,problems. i like the professional service they provide, they guide you to where it is you are looking to go. no need to look elsewhere.... See more

Rated 5 out of 5 stars
Verified

I am a retired insurance agent and one of the products I sold were annuities. My agent was incredibly knowledgeable and efficient; accomplishing the necessary paperwork within a couple days while I wa... See more

Rated 3 out of 5 stars
Verified

i'm very happy with the service and the results....no problems so far update: i first dealt with annuityadvantage 10 years ago and had a good experience.....this time around at my age of 75... See more

Rated 5 out of 5 stars
Verified

Tanner was extemely patient with me as I really took my time to commit to the three policies. Based on my experience with Tanner, I would recommend him to everyone.

Rated 5 out of 5 stars
Verified

Worked with Jordan Lewis, very easy on a new transaction which got done electronically. It was completed very quickly, no hassles. Much appreciated by me. Will do more with him in the future

Rated 5 out of 5 stars
Verified

Every time I deal with Annuity Advantage my goals and needs are never downplayed and no particular product is pushed at me. I am always treated with friendliness and they go out of the way to be infor... See more

Rated 5 out of 5 stars
Verified

Annuity Advantage is an amazing company that has helped my parents and me save and invest wisely and effectively for retirement. We are very grateful!

Rated 5 out of 5 stars
Verified

As an investment client, I have worked with Jake Murphy at Annuity Advantage for several years. Jake’s friendly, easily accessible by phone and email, and clearly knowledgeable about annuity products... See more

Rated 5 out of 5 stars
Verified

This company was very well versed in annuity investments and took the time to analyze my needs and to help me acquire an annuity that was right for me.

Rated 5 out of 5 stars
Verified

They are honest have the best rates and make the process simple. I have used them for several years and I am completely satisfied.

Rated 5 out of 5 stars
Verified

We have been very pleased with both the information shared to keep us appraised of going rates, and steps to take to either move an annuity to a different company when it matures, but also to add new... See more

Rated 5 out of 5 stars
Verified

The information I received was timely and accurate, making it easy for me to complete the forms. I was kept up to date on how the process was working. The sales lady was courteous and displayed at... See more

Rated 5 out of 5 stars
Verified

I responded to an ad offering information on annuities. I got the information but did not respond further. About once a month I would get an update from the senior annuity specialist advising me of ne... See more

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Company details

  1. #19 of 105 best companies in Insurance Agency
  2. #31 of 184 best companies in Financial Consultant
  3. #1 of 58 best companies in Investment Service

About AnnuityAdvantage

Written by the company

AnnuityAdvantage is a one-stop, online annuity shopping service, that provides individualized recommendations and guaranteed, high-value fixed annuity products to people planning for their retirement needs. Every annuity offered by the company is filtered, screened and analyzed for client suitability. AnnuityAdvantage provides complete disclosure and information on the company's entire annuity selection, so that clients can make informed and educated decisions.

Products Offered Include:
  • Traditional Fixed Annuities
  • Multi-Year Guarantee (CD-Type) Annuities
  • Immediate (Income) Annuities
  • Deferred Income (Longevity) Annuities
  • Fixed Indexed Annuities
  • Hybrid Annuities
The AnnuityAdvantage shopping service is provided without loads, fees or sales charges.

Contact info

4.9

Excellent

TrustScore 5 out of 5

1K reviews

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Hasn’t replied to negative reviews


Rated 5 out of 5 stars
Verified

Top notch service

Our agent is always available, responds to our email and phone call, receptive to our needs and concerns. Very friendly and professional. All requests addressed on timely manner. I highly recommend this agency.

December 2, 2025
Rated 5 out of 5 stars
Verified

Personal attention at all times!

I have been with this company for years. First with one annuity then after they were a proven product to me, I eventually gave them all of my annuities.
Debi, my manager, takes excellent care of my needs. I am an 84 year old senior citizen and after all these years she knows exactly what I need and want.

December 2, 2025
Rated 5 out of 5 stars
Verified

Great Agent to Work With

The agent I worked with that signed me up with Annuity Advantage was knowledgeable, patient, and very helpful in getting the contracts done and funds transferred. It's also great to watch my funds grow with a guaranteed rate.

December 2, 2025
Rated 5 out of 5 stars
Verified

Honest and trustworthy

I didn’t know much about annuities when I first because a customer but my advisor has walked me through the steps and I now have the information I need to make the right decisions for myself. There is always open communication and if I reach out with a question just to be sure of something I always get a quick response. I’m very happy with my relationship with Annuity Advantage.

December 2, 2025
Rated 5 out of 5 stars
Verified

Excellent Customer Service

When I call, I talk to a person! I get answers to all my questions. Excellent communication on status of my policy. It's very easy to do business with this company!

December 2, 2025
Rated 5 out of 5 stars
Verified

5 stars

Great service…everything was straightforward and easy to follow. My rep took the time to break down everything I needed to know, and was very professional. I never felt rushed or like anyone is trying to sell me something. Excellent experience!

December 2, 2025
Rated 5 out of 5 stars
Verified

Annuity Advantage's Outstanding Service

Annuity Advantage's Specialist, Jake Murphy, provided a high degree of experience, attention to detail, and thoughtfulness throughout our most recent MYGA transaction. Every detail was taken care of by Jake, making the process seamless and painless. Zero service fees were charged. We would highly recommend Annuity Advantage.

October 22, 2025
Rated 5 out of 5 stars
Verified

Highly recommend Annuity Advantage

The consultant was very knowledgeable and helpful in reviewing at various options for locking down some competitive longer term rates with top companies. Would recommend Annuity Advantage for anyone seeking guidance and assistance in securing an annuity.

October 23, 2025
Rated 5 out of 5 stars
Verified

Very helpful team

Very helpful team. Quick answers when needed and always following through.
I've been working AA for 15+ years and am very satisfied.

October 22, 2025
Rated 5 out of 5 stars
Verified

Helpful and Informative

We have been very pleased with both the information shared to keep us appraised of going rates, and steps to take to either move an annuity to a different company when it matures, but also to add new annuities to our portfolio.

October 22, 2025

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