ImmediateAnnuities.com Reviews 1,335

TrustScore 5 out of 5

4.9

Companies on Trustpilot can’t offer incentives or pay to hide any reviews.

See what reviewers are saying

Rated 5 out of 5 stars
Verified

The experience in buying an immediate annuity was easy and straight forward. All questions were answered quickly and accurately. Though we haven't received our first payment yet. That's due next mo... See more

Company replied

Rated 5 out of 5 stars
Verified

All members of the Immediate Annuities team were exceptional. My transactions were complicated by rolling three annuities into one, and they walked me through every single step. They kept me informed,... See more

Company replied

Rated 5 out of 5 stars
Verified

The people at Immediate Annuities are very skilled and knowledgeable and answered all my questions. They arranged the purchase of my NY Life annuity using the funds from my 401k, and made the process... See more

Company replied

Rated 5 out of 5 stars
Verified

I had a unique situation and we worked with Steve Kennedy who helped us with possible options. Other staff were really helpful and courteous and genuine, too. Didn’t feel pressured into purchasing a... See more

Company replied


Company details

  1. #19 of 98 best companies in Insurance Agency
  2. #37 of 205 best companies in Financial Consultant

Written by the company

Outstanding personal service is the cornerstone of everything we do. Call 1-866-866-1999 today and speak with a friendly insurance professional who is eager to help you accomplish your goals. Our highly-trained staff will guide you through every step of the annuity-buying process.

WebAnnuities Insurance Agency

Written by the company

How You Benefit
This is the easiest way to buy your annuity without having to meet with an insurance salesman. The free report you receive lists quotes from more than 10 well-rated insurance companies. When you’re ready to buy your annuity we send you a pre-filled application which you mail to the insurance company you choose. This ensures your policy is issued promptly and correctly.

Contact info

4.9

Excellent

TrustScore 5 out of 5

1K reviews

5-star
4-star
3-star
2-star
1-star

Rated 5 out of 5 stars
Verified

Safe investments, great staff!!!

I found Immediate Annuities from Suze Orman's book. Safe and sound investments along with professional and courteous staff!! Thank you Mr.Stern

Date of experience: June 29, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

We greatly appreciate your kind words, David. Thank you for your loyalty and commitment to working with our team at ImmediateAnnuities.com to secure your annuity contracts. Should there be any other way we may be of further assistance, please do not hesitate to reach out to us. We look forward to hearing from you again! Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Good information and help…

Good information and help during the process.

Date of experience: June 19, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Hi Mark, thank you for taking the time to provide feedback! We're thrilled that you had a positive experience working with us. Please do not hesitate to reach out if there's anything else we can do to help.

Rated 5 out of 5 stars
Verified

Always a pleasure working with the…

Always a pleasure working with the entire staff. Thank you again for making this process so simple!!

Date of experience: June 29, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

We appreciate you taking time over the weekend to share your positive feedback, Tom! We are grateful for your loyalty and commitment to working with our team to set up and help to replace your annuity contracts as they mature. Should there be any other way we may be of further assistance, please do not hesitate to reach out to us. We look forward to hearing from you!

Rated 5 out of 5 stars
Verified

Great Experience.

The experience in buying an immediate annuity was easy and straight forward. All questions were answered quickly and accurately. Though we haven't received our first payment yet. That's due next month.

Date of experience: June 08, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Hey Bob, thank you for your kind words and positive feedback. We're glad to hear that your questions were all satisfactorily addressed and you felt the process of setting up your contract went smoothly. We are always there for you if you have any questions or requests regarding your annuity policy. Please let us know how we may be of further assistance at your convenience. Sincerely, Ariel Stern

Rated 5 out of 5 stars

I had a great experience with Immediate…

I had a great experience with Immediate Annuities. I had gone to the website several times over a year or so then finally decided to call. The agent was very helpful and I went ahead and started the application process. I am so glad I did! Everything went off without a hitch. I will use them again in the future if I need another annuity.

Date of experience: May 01, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Thank you, Laurie, for taking the leap to reach out to us after your research on our website to secure your annuity contract. We are very happy to hear that you felt well assisted and guided throughout the application process, and are satisfied with your annuity policy. Please do not hesitate to reach out to us with any further questions or requests. We look forward to hearing from you! Take good care, Ariel Stern

Rated 5 out of 5 stars
Verified

Quotes without talking to anyone

Love the fact you can check numbers without having to deal with anyone.

Date of experience: June 23, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Hi Gary, we appreciate you highlighting the fact that we strive to provide useful and comprehensive information and quotes/rates regarding annuities on our website (www.ImmediateAnnuities.com) freely to the public. It's our primary goal to ensure that our clients are well informed and have access to the most competitive offers on the marketplace. Thank you for utilizing our services to establish your annuity policy. If there's any other way we can be of further assistance, please do not hesitate to reach out to us with any questions or requests. Hope you have a nice start to your day! Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Great people to work with!

The people at Immediate Annuities are very skilled and knowledgeable and answered all my questions. They arranged the purchase of my NY Life annuity using the funds from my 401k, and made the process very easy and smooth. I highly recommend them for annuity purchases.

Date of experience: June 23, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Thank you, Randal, for taking the time to share your positive feedback and we greatly appreciate your recommendation. We're very happy to hear that you are satisfied with your New York Life annuity contract. Please let us know if there's any other way we may be of further assistance at your convenience. We look forward to hearing from you! Sincerely, Ariel Stern

Rated 5 out of 5 stars
Verified

From start to finish...A-1 Transaction

From start to finish, this was a very easy transaction. Any questions that I had were answered promptly. Since this was my first purchase of an annuity, I was very concerned that I was making the correct decision for my particular situation. I felt no pressure to purchase. I was 100% satisfied.

Date of experience: June 20, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Wow, Joyce! What a very kind and candid account you shared of your experience working with our team to set up your 1st annuity policy. We are humbled by your trust in us, and are happy that you are 100% satisfied with your contract. Should you ever have any questions or further requests, we'd love to hear from you! Hope you have a nice start to your week. Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Excellent service

Excellent service. They actually remember you and know your name when you call back! Also, no BS, no heavy sales pitch.

Date of experience: June 18, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Thank you, Stephen, for taking the time to share your positive feedback and for stressing that we do our best to help you make an informed decision without pressure or a sales pitch. The decision to purchase an annuity is an important one and we wish to be supportive and informative. And whenever we can be helpful to pursue an annuity, we are happy to be of further assistance. Hope you have a nice start to your weekend and look forward to hearing from you at your convenience. Best wishes, Ariel Stern

Rated 5 out of 5 stars
Verified

No sales pressure

I had a unique situation and we worked with Steve Kennedy who helped us with possible options. Other staff were really helpful and courteous and genuine, too. Didn’t feel pressured into purchasing an annuity.

Date of experience: June 13, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Thank you so much, RR, for your kind words! Glad to hear my colleague, Steve, was a good help you assess your options. Should you have any further questions or requests, please do not hesitate to reach out to us for assistance. We look forward to hearing from you. Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

All members of the Immediate Annuities…

All members of the Immediate Annuities team were exceptional. My transactions were complicated by rolling three annuities into one, and they walked me through every single step. They kept me informed, reached out when I needed to do something and made sure I was getting the absolute best most income from my annuity, which was very necessary. I can’t recommend them enough!! Thanks! Pauline Boucher

Date of experience: June 08, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

What a very kind and thoughtful review, Melissa & Pauline! We are grateful for your nice words especially given the fact that the process to set up the annuities took a few steps along the way to get across the finish line. Thank you for your patience and cooperation the whole time so that we could lock in the best annuity offers available for Pauline. We're happy that everything worked out well in the end, and please feel free to reach out to us if you have any more questions or requests. We look forward to hearing from you! Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

I like working with the team at…

I like working with the team at Immediate annuities,I
fell thy are honest and can be trusted with my investment and helpful picking the right Annuity to help me reach my goal and have the right to with draw my
money with out a charge. Thank You,Roger Lester

Date of experience: May 31, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Thank you, Roger! We appreciate you taking the time to share your positive feedback. Your loyalty and trust in our services is very important to us. We look forward to working with you again on your next annuity purchase at your convenience. Hope you have a nice day! Best wishes, Ariel Stern

Rated 5 out of 5 stars
Verified

Immediate Annuities is great..

Immediate Annuities is great... thanks for helping me get 7 Annuities over the last 12 years.

Date of experience: June 01, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Hey Gerald, thank you for taking the time to share your positive feedback. We are grateful for your loyalty in working with our team to establish your annuity contracts through the years. It's our goal to offer you the most competitive rates from a number of well rated insurers to help you make the most informed decision for your retirement planning. Should there be any other way we may be of further assistance, please do not hesitate to reach out to us. We look forward to hearing from you! Take good care, Ariel Stern

Rated 5 out of 5 stars
Verified

Transaction went off without a hitch

Transaction went off without a hitch. Agent was very helpful and worked to get me the monthly payout that I had targeted.

Date of experience: June 04, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Hey Dave, thank you so much for taking the time to share your positive feedback about your experience setting up your annuity contract. We're glad you were able to lock in a very competitive annuity offer from a top-rated and reliable insurance company. Should you have any questions or further requests, please do not hesitate to reach out to us for assistance. We look forward to hearing from you! Sincerely, Ariel Stern

Rated 5 out of 5 stars

I have bought roughly 25 Secondary…LOVE it! i KEEP COMNG BACK.

I have bought roughly 25 Secondary Market Annuity's in past 1.5 years! Great product and great service. At first I was a little apprehensive, but I realized the product was as good as the service. Great expertise and help. Right now, if I can buy 4 or 5 annuities a year, this will fit very well with my financial goals. The process is so easy and comfortable! Thanks Kyle and crew, A1 product and service. Mike

Date of experience: May 30, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Hi Mike, It's always great working with you! We really appreciate you taking the time to write a review. Please don't hesitate to reach out if we can offer assistance! Sincerely, Kyle

Rated 4 out of 5 stars
Verified

The primary strengths of the company…

The primary strengths of the company are its website and communications. The website allows easy comparisons between the best available rates for a wide variety of highly-rated companies. Transparency is apparent throughout the process. The follow-up communications are excellent throughout the entire process as well, keeping you informed as your app reaches the different levels of receipt and approval. The area that I believe could use improvement is product knowledge. I assumed that the reps would know the answers to basic questions I had about policy provisions since their primary business seems to be SPIAs. However, many times, they had to look up the info to familiarize themselves first before being able to answer. More in-depth training on product knowledge would have moved my review from 4 to 5 stars. Nevertheless, I would still choose to use this company's services again if purchasing another SPIA.

Date of experience: May 18, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

We appreciate your candid feedback, Anthony! And we're always striving to improve our services so it's helpful to better understand what areas we should continue to focus our attention on. Truth is that we do market a number of annuity products (SPIAs, MYGAs, DIAs, SMAs, etc.) and we sell over 20 insurance companies' annuities, so it is usually the best approach for us to spend time reviewing the annuity contract and marketing information to ensure that we are providing you with accurate answers. We will put attention on better understanding each contract's policy provisions and nuances to ensure you are best informed. And we certainly appreciate your loyalty and would be happy to be of assistance should you have any questions or requests. We look forward to hearing from you! Best regards, Ariel Stern

Rated 5 out of 5 stars

A Pleasure To Do Business With!


I found Immediate Annuities via the Financial Columnist Clark Howard, as I subscribe to his Advice Column. I was new to Annuities, and had never considered making such a purchase Online. However, Immediate Annuities was recommended by Clark Howard in one of his Columns discussing Annuities, and so I decided to reach out to them!

I can say that I found Immediate Annuities to be one of the Best Companies that I have ever had the pleasure to work with! Everyone that I came into contact with was highly professional, efficient, and very kind! If Companies across all Industries were like Immediate Annuities, doing business would always be a Joy!

I can't even begin to say how Awesome John was to work with!! He looked out for my best interests, and he was always available to answer any questions that I had. John and Immediate Annuities made it very easy at every step of the way, and the process was seamless. In fact, I was so pleased with John and Immediate Annuities, that I purchased 2 Policies, and each purchase was a Wonderful Experience!!

All I can say is Do Not Hesitate to Do Business With This Very Fine Company......you will not regret it! You Will Be Very Pleased and Very Happy with the End Results!!

Date of experience: May 20, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Wow, GJ, we cannot begin to express our gratitude and appreciation for your carefully crafted and detailed account of your experience working with our team and my colleague, John, in particular. What a true pleasure it is to hear from your words the satisfaction and comfort that you felt in choosing to set up your annuity contracts with our firm! We really are just so floored by your kindness and trust in our services. Thank you so much! Should there ever be any other way that we may be of further assistance, please do not hesitate to reach out to us. We look forward to hearing from you! Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Everyone is very knowledgeable and…


Everyone is very knowledgeable and helpful. Great customer service. They answered all my questions and I felt they had my back with follow up on contract to make sure the annuity was the right one for me that we discussed. Thank you!

Date of experience: May 14, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Thank you so much, Jean. It's encouraging to hear that you felt supported and guided by our staff each step of the way to establishing your annuity contract. And we're glad to hear that you have found the most optimal annuity for your retirement goals. Should there be any other way we may be of further assistance, please do not hesitate to reach out to us. We look forward to hearing from you! Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

I was very apprehensive at first

I was very apprehensive at first, what with all the elaborate internet scams. My first purchase was 6 figures and am currently purchasing another. Flawless execution and great communication the entire way.

Date of experience: May 14, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Wow, Brad, we greatly appreciate your kind words. We understand the importance of trusting an online brokerage like ours to help you with a significant purchase like setting up an annuity as part of your retirement planning. We respect and are grateful that you took that leap of faith to work with our team, and are happy to hear that you had a positive experience. We would be happy to help you with any further requests or questions you may have. Please let us know how we may be of further assistance. Sincerely, Ariel Stern

Rated 5 out of 5 stars

Very Responsive - VERY transparent

I contacted Immediate Annuities via e-mail and got very prompt responses from Kyle B. I then spoke to him, at length. He mailed out my application overnight and the packet was very informative. During my phone call, Kyle answered all of my questions and was extremely transparent in explaining the process.

Date of experience: May 10, 2025

ImmediateAnnuities.com logo

Reply from ImmediateAnnuities.com

Thank you, ML! We appreciate your positive feedback and I'm glad to hear that my colleague, Kyle, was helpful and informative. We strive to guide you every step of the way in your decision to pursue your annuity contract. Should there be any other way we may be of further assistance, please let us know how we can help. Take good care, Ariel Stern

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.

Learn more about other kinds of reviews.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look