AnnuityAdvantage Reviews 1,393

TrustScore 5 out of 5

4.9

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Review summary

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their friendliness, knowledge, and accessibility via phone and email. Consumers appreciate the representatives' ability to answer questions directly and succinctly, in an easy-to-understand manner, without applying any pressure. People highlight the agents' patience in fully explaining products and providing all the necessary facts to make informed decisions. The service is described as helpful, with agents guiding users through the process and offering tailored advice. Reviewers are pleased with the products offered, as well as the payment process. The company is commended for its clear, timely communication and for keeping clients informed throughout the entire process. The response time is also noted as prompt and efficient.

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See what reviewers are saying

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

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

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

Since the start of working with Annuity Advantage, they have been always very helpful, with any and all questions I have had. I do recommend them to anyone looking for an annuity


Company details

  1. #17 of 98 best companies in Insurance Agency
  2. #35 of 205 best companies in Financial Consultant
  3. #2 of 75 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

You can trust Jake Murphy!

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 available. I have zero hesitation to entrust Jake with assisting me to complete necessary paperwork from out of state. Upon recent maturity of an annuity, Jake facilitated the transfer of funds into another company. It was flawlessly executed.

Date of experience: June 25, 2025

Rated 5 out of 5 stars
Verified

Happy with my agent

My agent was very knowledgeable and answered all my questions! She helped me determine what type of annuity to buy based on my situation.

Date of experience: June 25, 2025

Rated 5 out of 5 stars
Verified

Investing when I was really

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 pressure to buy now, they provided answers to all my questions and once i felt good about the investment, I called them and told them I was ready. All the people i dealt with at Annuity Advantage are very professional. I am very happy that I used Annuity Advantage to purchase my Annuity

Date of experience: June 26, 2025

Rated 5 out of 5 stars
Verified

I have purchased several annuities…

I have purchased several annuities through AnnuityAdvantage during the past few years, and I have been very pleased with their helpfulness and attention to detail. I recommend them very highly to anyone who is looking at the possibility of investing in an annuity.

Date of experience: June 25, 2025

Rated 5 out of 5 stars
Verified

Completely Satisfied

I have used Annuity Advantage to purchase several annuities over the last five years, and I've always dealt with the same representative. He is knowledgeable and focused on meeting my needs. The experience has been great.

Date of experience: June 25, 2025

Rated 5 out of 5 stars
Verified

Good communication and Perseverance

I opened up several annuities with them. We ran into some issues with the company I had my 401k with. AnnuityAdvantage worked through all the issues and we were able to proceed with the annuities. Great communication and preserverance.

Date of experience: June 25, 2025

Rated 5 out of 5 stars
Verified

Another great experience with a superstar representative!

The representative at Annuity Advantage worked closely with me and the company where my previous investment was located in order to roll it into another investment they offered. It was a difficult process for the representative as the current investment company kept asking for additional information and documents over a series of weeks. In the end, everything worked perfectly and the new investment is exactly as expected. I would highly recommend Annuity Advantage to anyone seeking their professional services with an excellent choice of products.

Date of experience: May 15, 2025

Rated 5 out of 5 stars
Verified

Great Experience.

From the application process to the receipt of the contract the entire process was seamless.

Date of experience: May 19, 2025

Rated 5 out of 5 stars
Verified

Isaac was amazing

Isaac was amazing. He found the best product for me and the process was easy and solid. He followed it through. For fixed annuities I would not shop anywhere else

Date of experience: May 16, 2025

Rated 5 out of 5 stars
Verified

quality service

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.

Date of experience: May 15, 2025

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