Jay M.
Top notch service and professionalism
Professional, informative, patient, knwolegable. A+ personal communication

Established in 2009, The Annuity Expert stands as one of the premier independent brokers in the United States, boasting one of the nation's most extensive annuity and insurance product selections. With a foundational expertise in annuities, our insurance agency has expanded its horizons, diversifying its portfolio to cater to various financial and insurance needs.Whether it's life, health, dental, or vision insurance, The Annuity Expert has consistently provided individuals and families with tailored solutions that secure their present and future. Recognizing the unpredictability of life, we also offer disability, travel, and long-term care insurance, ensuring that our clients are protected in all facets of their life journey.Beyond mere insurance, our dedication to securing your financial future doesn’t stop there. We specialize in retirement and estate planning, two crucial areas of personal finance that often get overlooked. With an understanding of market trends and a keen eye for detail, we have guided countless clients in optimizing their savings accounts by recommending options with the highest interest rates. Our commitment to value means we prioritize offering the lowest prices without compromising on quality.Our burial insurance packages ensure peace of mind for those thinking about the legacy they leave behind, assuring that your loved ones are well taken care of. At The Annuity Expert, our objective isn't just about saving; it's about ensuring that every financial decision you make is informed and beneficial. With over a decade of experience in the industry, we stand proudly as a beacon of trust, expertise, and commitment to excellence in personal finance.
The Annuity Expert (annuityexpertadvice.com) has 24 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Jay M.
Professional, informative, patient, knwolegable. A+ personal communication
Debra C.
Very knowledgeable representatives!
Consumer
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.
Response from The Annuity ExpertApr 22, 2024
Fantastic to hear!
tjc
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!
Response from The Annuity ExpertApr 8, 2024
Glad to hear!
Henry H.
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!
Response from The Annuity ExpertApr 1, 2024
Thank you for the kind words Henry! Glad we were able to help you!
customer
Friendly people who provide all options without bias towards any carrier. No pressure to buy either.
Response from The Annuity ExpertApr 1, 2024
Thank you Parag, it was our pleasure!
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!
Response from The Annuity ExpertMar 21, 2024
Glad to hear! Thanks for the kind words.
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.
Response from The Annuity ExpertMar 14, 2024
Glad to hear Tom!