I did a lot of research before I started shopping for an annuity. I knew exactly what I wanted and I had a lot of frustrating experiences when I was just trying to compare plans. I had to give my phone number and was immediately contacted by salespeople. It was almost impossible to just get information.
The Immediate Annuities website impressed me with how easy it was to compare plans including receiving notices when pricing changed. They also provided useful educational information. No salesperson contacted me but they always provided contact information in case I had questions.
When I was ready to purchase my annuity it was a no Brainerd to use Immediate Annuities. I was not disappointed. They were so responsive and made the whole process so easy. I think I got lucky with the company providing the annuity and the finance company transferring the account, but all the real work was handled by Immediate Annuities.
I would highly recommend them to anyone thinking of purchasing an annuity. They really take good care of you. I will be purchasing another one from them. There are a lot of moving pieces and they stay on top of everything for you.
Review by Angiec Evolutics3 weeks ago
I have had a great experience with Laura James and Kyle Bossard. They facilitated the application process to be painless. They even provided expedited service to get my application to the right company/department.
Once Laura and Kyle's contracting effort were complete there was a slight delay in getting my signed contract to the company/department.
Review by Samdolly1 month ago
Service was excellent!
Review by Lachell1 month ago
They provided next day UPS envelopes and helped with questions. I would use them again.
Review by Hornietxhubby1 month ago
They have a great web site with a lot of information about immediate annuities. I communicated with them on the phone and they were very professional and knowledgeable. They were efficient with delivering and processing the required paperwork. They offered the best pricing I could find.
Review by Tekoa Yeun1 month ago
The team at Immediate Annuities (Hersh Stern) are the best. The customer service, efficiency, ease, and quality of their business plan is superior.
Additionally, the choices of insurance companies one can purchase their annuity is excellent. Household names with the highest ratings in the industry make up their selection. Furthermore, my future payments from the annuity would be the same through ImmediateAnnuities as it would have been through a local agent. I checked with the "BIG Names" and they were the same. The difference was I had better companies to select from with I.A.
These people and company are the only way to buy an annuity. So happy to have found them and the overnight service for the paper work and the overnight back (company provided!) is super and they make it very clear what to sign and date. Call them and they would walk you through the contract. So easy because of their 1st class customer service. THE BEST!! Thank you!
Review by Bussakorn2 months ago
Team at ImmediateAnnuities.com was professional, knowledgeable and very efficient. Able to answer all my questions...and some I didn't know I had. Application process very straightforward and easy. Walked me through all phases of the process of acquiring an annuity. Would definitely recommend to family and friends alike.
Review by Colacino2 months ago
Immediate Annuities.com completed my transactions in a friendly and efficient manner. The application was done accurately and the follow through was excellent. Immediate Annuties.com delivers.
Review by Manah2 months ago
The Immediate Annuities website was easy to navigate and it was easy to research different types of annuities. I knew exactly what I wanted, found it, and was helped through the application process! Everyone that I dealt with at Immediate Annuities acted in a professional manner. Thank you for a great experience!
Review by Sedag2 months ago
Always give straight forward information. Very good customer service if you actually purchase an annuity.
Review by Bronn2 months ago
I was very happy with my experience with the Immediate Annuities team from the initial intake interview thorough the final purchase. Laura James was always available to answer my questions at every step.
Review by Helenvtvs Slaatto2 months ago
Service was excellent!
Review by Mikros Mendlowicz2 months ago
I just made my 2nd MYGA purchase from Immediate Annuities. The process is simple & quick. This company knows what they are doing and provide great customer service.
Review by NichelleW2 months ago
Great experience and I think the purchase of a deferred annuity was a good choice for me. The rep didn’t hound me, and allowed me to ask the questions I needed addressed.
Review by Francesse2 months ago
I can honestly say I am very pleased that I chose ImmediateAnnuities.com for my annuity purchase. Ariel and the staff were courteous, knowledgeable, and professional throughout the process. It's obvious to me that customer satisfaction is number one with them.
Review by Tivichi2 months ago
I chose immediate annuities so that I would have a guaranteed income for the rest of my life. This gives me peace of mind I will never be a burden financially to my children. There will always be money there to care for my needs during my lifetime. The service was great and went very smoothly from start to finish I want to thank everyone for their expert help.
Review by Lizzete Bongiorni2 months ago
Another good experience with Immediate Annuities. They make purchasing an annuity easy and they are competent and helpful.
Review by Divhani2 months ago
Excellent, efficient, customer-oriented. Illicits trust, follows through. Pleasant staff. Very satisfied customer.
Review by Dóllzs Piisola2 months ago
I couldn’t believe it was so easy and fast. One phone call and I had the paperwork the next day. In less than one week I had my annuity. I’ve already recommended Immediate Annuities to my friends.
Review by Abrub3 months ago
I used the services of Immediate annuities in my search for a high yield investment with minimum risk of principle. They offered information on several options that would meet my needs. As a result I purchased a high yield guaranteed annuity with a 10 year term. Laura and Kyle were excellent during the entire process. Their knowledge and professionalism was evident throughout. They provided ongoing follow up and made sure I was up to date on the progress of my application. I would not hesitate to recommend the services of Immediate Annuities.
Review by RFlachman3 months ago
Fantastic service. Have worked with Immediate Annuities for four purchases over the past several years. Always informative, never pushy.
Review by TexasForever Naus3 months ago
I was doing online research about annuities and located Immediate Annuities. Through their website, I learned about an annuity product I was not familiar with and found it to be a fit with our investment needs. However, before contacting Immediate Annuities I first checked a few things about the firm: their Better Business Bureau rating (A+); thier time in business; their customer reviews. I felt confident in placing a significant investment with them even though I could not meet them in person. Their materials and helpfulness over the phone helped finalize our decision.
Review by Nkelove Nurkenova3 months ago
The team at Immediate Annuities was extremely helpful and responsive. When ETrade's first check got lost in the mail they immediately let me know so I could take action with ETrade and sent me their FEDEX and UPS numbers so we could get ETrade to overnight the package. I would recommend this agency to my friends without any hesitation.
Review by LcWoodward Tchuisse3 months ago
I purchased a lifetime annuity through Immediate Annuities using all of my retirement IRA in order to avoid the vagaries of the stock market and to insure a lifetime income. IA was recommended by my financial adviser. The IA sales personnel were helpful, answered questions quickly, and took care of all the details. Best thing about IA: When you call, a real, live person quickly answers the phone. No telephone menu trees, no waiting. e-mail inquiries are also answered quickly. Another great feature of IA is that they give you quotes from numerous insurance companies up front. I highly recommend Immediate Annuities.