ImmediateAnnuities.com Avis 

1 454
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TrustScore 5 sur 5

4,9

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Noté 5 sur 5 étoiles

Getting an annuity here was an excellent experience. We were quickly transferred to a very knowledgeable agent who guided us through the process. They answered all of our questions and we could tell t... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

I had retired recently and was drawing SS only. I was able to convert a modest 401k as well as some cash savings into a guaranteed income for life for my spouse and me. The interest rate on the immedi... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Great customer service at every step of the process! The team is both knowledgeable and helpful. Highly recommend.

L'entreprise a répondu

Noté 5 sur 5 étoiles

I recently retired and wanted a safe way to earn interests on my money. I bought a Nationwide (A-) MYGA through Immediate Annuities. The interest rates were very competitive compared to CD. No fee !... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Agence d'assurance
  2. Conseiller financier

Écrit par l'entreprise

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

Écrit par l'entreprise

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.

Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

1 k avis

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4,9

Tous les avis

(1 454)

98 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Happy customer …

This is the second annuity we purchased from Immediate Annuity. We are impressed by the professionalism and customer service they demonstrated. Will come back to them if we decide to purchase another annuity.

19 mars 2025
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Réponse de ImmediateAnnuities.com

Thank you so much for taking the time to leave your positive feedback, Brian. We greatly appreciate your kind words and of course your loyalty to work with us again to secure your next annuity. Should you have any questions or there's any other way we may be of further assistance, please let us know how we can help. Take good care, Ariel Stern

Noté 5 sur 5 étoiles

Smoothing out purchase process

Immediate annuities made the purchasing process very smooth. They answered all my questions whenever I called and provided status emails along the way.

15 mars 2025
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Réponse de ImmediateAnnuities.com

Mark, we appreciate the trust and loyalty you've shown us in the past couple months that we've been working together. We hope you are satisfied with your annuity purchases and the ease and competence in setting up your policies to meet your expectations. Should there be any other way we can answer further questions or assistance, please do not hesitate to reach out to us. We look forward to hearing from you! Sincerely, Ariel Stern

Noté 5 sur 5 étoiles

Organized

Organized, responsive, and good follow-up.

12 mars 2025
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Réponse de ImmediateAnnuities.com

Thank you, Pam! We appreciate you taking the time to share your 5-star feedback. It's been a pleasure working with you throughout the years to set up your annuity congrats for fixed, guaranteed deferred accumulation. Please let us know if there's any other way we may be of further assistance. Best regards, Ariel Stern

Noté 5 sur 5 étoiles

Purchase another annuity

When I need info, Kyle is always available and has the answers. I would also like to mention that all the staff is willing to help.
Thank you all so much!!

GraceR

19 mars 2025
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Réponse de ImmediateAnnuities.com

Thank you very much taking the time to share your positive feedback, Grace! Your loyalty to our team and utilizing our services to set up your annuity policies is greatly appreciated! Glad to hear that my colleague (of over 10 years now), Kyle, has been there to address your questions effectively. Should there be any other way we may be of further assistance, please do not hesitate to contact us. We look forward to hearing from you! Sincerely, Ariel Stern

Noté 5 sur 5 étoiles

Amazing experience!

From start to finish these guys were amazing. From explaining the process to helping me fill out the forms, they were amazing. Before deciding to go with them I spoke to another major annuity broker who was not responsive or the least bit interested in my business. I can recommend these folks wholeheartedly.

15 janvier 2025
Avis spontané
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Réponse de ImmediateAnnuities.com

Wow, John! That was quite a nice account you shared of your experience working with our team to purchase your annuity policy. We appreciate your consideration and trust in our team to get the job done. Please do not hesitate to reach out to us should you have any questions or further requests. Hope you have a nice start to your week! Best regards, Ariel Stern

Noté 5 sur 5 étoiles
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Réponse de ImmediateAnnuities.com

We appreciate your 5-star review, Cheryl! And we're grateful for your and your husband's loyalty in working with our team through the years. Should you have any other requests or questions, we would be more than happy to help. We look forward to hearing from you! Sincerely, Ariel Stern

Noté 4 sur 5 étoiles

Clear n written explanations

The transaction was explained and executed in a prompt and straightforward manner.

23 février 2025
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Réponse de ImmediateAnnuities.com

Thank you, Maureen. We appreciate your positive feedback! We're glad to hear you felt the process to set up your annuity went smoothly. Please let us know if there's any other way we may be of further assistance. Best regards, Ariel Stern

Noté 5 sur 5 étoiles

Very satisfied customer

Thorough and complete attention to all details throughout the entire investment process. This was my fifth time dealing with Immediate Annuities and I have been extremely pleased each time.

12 février 2025
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Réponse de ImmediateAnnuities.com

Thank you so much for taking the time to leave your positive feedback, John. We greatly appreciate your loyalty and trust in our team to ensure that your satisfaction is met with your annuity purchases. Should there be any way that we may be of further assistance, please do not hesitate to reach out to us. We look forward to hearing from you! Sincerely, Ariel Stern

Noté 4 sur 5 étoiles

Everyone on staff was incredibly helpful

Everyone on staff was incredibly helpful and knowledgeable. They were able to help me through the process of converting savings into annuities.

I don't give ImmediateAnnuities perfect marks because their estimate for how quickly my funds could be converted into annuity distribution was too optimistic.

Other than that, this was a smooth and easy process due to their expertise and professionalism.

21 février 2025
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Réponse de ImmediateAnnuities.com

Thank you, Kristy, for leaving your positive feedback and for utilizing our services to help set up contracts for you and your spouse. And we appreciate your comment regarding the expectations that were provided regarding the funding time frame for your contracts. Unfortunately, when dealing with rollovers of qualified retirement plans and IRA transfers, it does depend on the transfer company's processing times which can delay the funding of the annuity premium. We do our best to guide you with the paperwork and procedure to initiate the rollovers with your plans, but to some degree, we are at the mercy of the administrators of your 401(k) for when the premium check is generated. We will be sure to be as upfront and open about these processing times as we can be and appreciate your understanding. Please let us know if there's any other way we may be of further assistance. Best regards, Ariel Stern

Noté 5 sur 5 étoiles

I will not hesitate to do business with them again.

My experience with this company was entirely positive. Everything went smoothly, they kept me in the loop as things progressed, they answered every question I had, and did not pressure me at any point.

14 février 2025
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Réponse de ImmediateAnnuities.com

Thank you, Steve, for taking the time to share your positive feedback. We are thankful that you felt the whole experience setting up your annuity contract went smoothly and you felt guided from our team the whole time. Should you ever have any questions or further requests, please do not hesitate to reach out to us for assistance. We look forward to hearing from you! Best regards, Ariel Stern

Noté 4 sur 5 étoiles

All good

Everyone seemed to be doing their jobs correctly, no hassle, no lazy mistakes. Good service. I don't quite get the need for so many surveys, but there ya' go.

31 janvier 2025
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Réponse de ImmediateAnnuities.com

Thank you, Susan! We greatly appreciate you taking the time to leave your positive feedback. We're also glad to hear that we met your expectations with this annuity purchase. Please let us know if there's any other way we may be of further assistance at your convenience. Hope you have a nice rest of your day! Best regards, Ariel Stern

Noté 5 sur 5 étoiles

5 STAR PLUS

They handled all things professionaly. I have used them 2 times before they really Know there business , nice to see! These things are not as simple as one would like. I. Am just average person, familiar, but not really aware how complex these things could be. They were excellent, this a honest review.

25 janvier 2025
Avis spontané
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Réponse de ImmediateAnnuities.com

Thank you so much, Tom, for taking the time over the weekend to share your positive feedback. We appreciate your honesty and we are very happy you trusted us to set up your annuity contracts. Should you have any further questions or requests, please do not hesitate to reach out us for assistance. We look forward to hearing from you again! Sincerely, Ariel Stern

Noté 5 sur 5 étoiles

Best Place to Purchase Your SPIA !!!

While doing a lot of research for setting up income streams in my retirement, I came across several references to Immediate Annuities. Recently ( December 2024) I just purchased my third and final annuity from them. Each one of my transactions with Immediate Annuities went seamlessly. Everybody I spoke with was extremely helpful and explained everything to my satisfaction. The contracts are super clear and the interface with the insurance companies went according to schedule. I was anxious to lock in a certain payout rate before the interest rates went down again and the gentleman I spoke with helped me to obtain that rate right before it inched down again. All in all, a 5 star experience !! I am more than pleased !

9 décembre 2024
Avis spontané
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Réponse de ImmediateAnnuities.com

Thank you so much, Anna. We greatly appreciate you taking the time and effort to provide such a detailed and helpful account of your experience working with our team of annuity specialists. We're so happy to hear that you felt the process of setting up your annuity policies was clear and simple. And that's great to hear we had just the right timing to lock in a competitive annuity rate for you. 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! Best regards, Ariel Stern

Noté 5 sur 5 étoiles

Financial Security in Retirement

For several years, I had been planning on using an annuity to help me achieve my financial goals while in retirement. I was easily able to use the Immediate Annuities website to illustrate many different scenarios to achieve my goals. I was able to do this without ANY sales pressure. When I made my final decision, I contacted them by phone to start the process. They answered all my questions without ANY sales pressure. Everything is in place now and I am set for retirement which includes financial security for my wife and child.

18 janvier 2025
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Réponse de ImmediateAnnuities.com

Hey Craig, thank you so much for your thoughtful and detailed account of your experience working with our team to set up your annuity contract. We are so grateful to have clients as kind and cooperative throughout the process of applying for and funding your policy. 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! Best regards, Ariel Stern

Noté 5 sur 5 étoiles

TOP NOTCH KNOWLEDGE AND SERVICE

I highly recommend ImmediateAnnuties.com. Their customer service is second to none, exceeding my expectations. I was very impressed with their professionalism knowledge of annuities and customer service.

17 janvier 2025
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Réponse de ImmediateAnnuities.com

Whoa, Jim! "second to none" is extremely kind and we can't thank you enough for your loyalty and trust in our services. We greatly appreciate your dedication in working with our team to set up your annuity policies. Please let us know if there's any other way we may be of further assistance. Hope you are having a nice start to 2025! Sincerely, Ariel Stern

Noté 5 sur 5 étoiles

Excellent information and follow-up.

Immediate Annuities has the most comprehensive comparisons of high ranking insurance companies that I have found. The information includes credit ratings, which is very important. When I determined that it was time to use this information to purchase an annuity, the representative with whom I spoke (John), was very helpful. I never felt rushed or pressured into a decision. His follow up was excellent. I would highly recommend Immediate Annuities to anyone wanting to learn more about the various types of annuities and how they can provide additional income.

20 octobre 2024
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Réponse de ImmediateAnnuities.com

Oh wow, Alexandra! Thank you so much for the time and thought you put into your review. We are so happy to hear that your call with John went well and that you have felt comfortable with our sales approach. Our primary goal is to ensure your complete satisfaction with your annuity purchasing experience. We are so grateful for kind and thoughtful clients like you. Please do not hesitate to reach out to us with any further questions or requests. We look forward to hearing from you! Best regards, Ariel Stern

Noté 5 sur 5 étoiles

Two thumbs up

I just completed two annuities with Immediate Annuities. They truly have a no pressure sales approach. Very smooth and simple process from their end. The application process is very straightforward. All requirements clearly marked on an application that has many pieces of info prefilled after conversing with one of their friendly associates by phone. They provide prepaid FedEx envelopes for the proper destinations. I love how you can use their website to compare quotes to get the best rates from the most trusted insurance companies. Ariel and I stayed in constant contact over the course of several weeks as I had an alternative investment situation from the company I retired from. Had multiple issues and delays getting the funds sent to the brokerage. Once they were finally in the brokerage's possession, the transfer to the insurance company for the annuity was almost "immediate". 😂 Ariel, while not within his power to speed up the movement of the funds from my former employer to the brokerage, was in regular contact with me about the timing that would ensure the best outcome in terms of the rate lock. A frustrating experience with my former employer and the brokerage, but a very pleasant experience with Immediate Annuities. I don't foresee needing another annuity, but if I do choose to do so, I won't hesitate to use Immediate Annuities once again.

18 décembre 2024
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Réponse de ImmediateAnnuities.com

Hey Rob, we can't thank you enough for the time and thoughtfulness that you put into writing about your experience setting up your annuity contracts with our team. It truly was a pleasure going back and forth as we faced the next hurdle with regards to having access to your retirement funds. Having your regular involvement was extremely helpful and supported our ability to have your policies funded in as timely a manner as possible. Should you have any servicing requests or if there's any other way we may be of further assistance, please do not hesitate to reach out to us at your convenience. We look forward to it! Sincerely, Ariel Stern

Noté 5 sur 5 étoiles

Great communication and prompt service

Great communication and prompt service. I would recommend them to anyone looking to purchase an annuity.

28 décembre 2024
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Réponse de ImmediateAnnuities.com

We greatly appreciate your kindness and positive feedback. And your recommendation means a lot to the whole team as we strive to ensure your total satisfaction with your experience setting up your contract. 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! Hope you have a nice start to the New Year! Best regards, Ariel Stern

Noté 5 sur 5 étoiles

Everything works smoothly got my first…

Everything works smoothly got my first annuity check looking forward to the rest thank you

23 décembre 2024
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Réponse de ImmediateAnnuities.com

Merry Christmas, Wayne! And a big thank you for your positive feedback. We're glad to hear that your first annuity payment came through as expected. 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. Hope you have a safe and happy New Year!! Sincerely, Ariel Stern

Noté 5 sur 5 étoiles

Clear comparison of available products

Excellent communication, substantial list of annuity providers with clear comparisons of their respective annuity products.

7 décembre 2024
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Réponse de ImmediateAnnuities.com

Thank you, Latayah, and Happy Holidays! We appreciate your positive feedback and your confidence in our services. We are glad you were able to find the most optimal annuity for your retirement planning. Please let us know if there's any other way we may be of further assistance at your convenience. Best regards, Ariel Stern

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