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金钱与保险

ImmediateAnnuities.com

60 条评价

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immediateannuities.com
分类
金钱与保险
所在地
United States · 07726
状态
待认证
近 12 个月
60 条评价
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ImmediateAnnuities.com靠谱吗?

ImmediateAnnuities.com(immediateannuities.com)在 OK.one 的综合评分为 5.0 分(满分 5 分),基于本站收录的 60 条用户评价,属于金钱与保险分类,口碑优秀。好评高度一致,99% 的评价为 4 星及以上。数据最后更新于 2026-08-10。

用户怎么说

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Maurice · 写过 1 条评价 · 已认证 · 体验于 2026-07-11 ·

我不太相信年金......

总的来说,我不太相信年金,但国税局允许从我的 IRA 中提取而不受处罚,这使得 QLAC 可行。 IA 是我能找到的最好的交易,他们让这个过程变得简单。 例如,嘉信理财对同一产品的支出要少得多。

ImmediateAnnuities.com 回复2026-07-20

Thank you for your positive feedback, Maurice! We are glad that you chose to work with our team to purchase your QLAC annuity contract and that it was the most competitive offer available to you. Should there be any other way we can help, please do not hesitate to reach out to us for assistance. Hope you have a nice start to your week! Sincerely, Ariel Stern

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Pamela Borden · 写过 2 条评价 · 已认证 · 体验于 2026-07-11 ·

很高兴与立即年金合作并满足我们的需求

我们过去曾与即时年金有过业务往来,当我们同意应该购买另一份年金时,我们当然选择了 IA。 从始至终,我们无法描述完成购买是多么容易。 从最初的电话到收到文件,再到在电话中询问一些问题,与工作人员交谈绝对是一件愉快的事情。

ImmediateAnnuities.com 回复2026-07-14

Hey Pam, we can't thank you enough for your kindness and positive feedback! We're so grateful that you choose to return to working with our team to establish your annuity contracts. It is a pleasure working with clients like you! Should there be any way we can help to service your annuity policies or anything else, please do not hesitate to reach out to us for assistance. We always look forward to hearing from you. Best regards, Ariel Stern

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Dean Hawk · 写过 2 条评价 · 已认证 · 体验于 2026-07-11 ·

无缝体验

通过 ImmediateAnnuities 购买年金是一种无缝的体验。 工作人员非常有礼貌,知识渊博,最初,我所有的问题都得到了诚实的回答。 这家公司并不是想卖给你一些你不需要的东西。 他们希望您做出明智的决定,并且不要后悔您的选择。整个过程从开始到结束都很轻松,我从来没有感到压力。 如果您正在考虑购买年金,我强烈建议您使用这家公司。

ImmediateAnnuities.com 回复2026-07-13

Dean, we are so grateful for your detailed account of your experience working with our team to set up your annuity contract. Your kind and positive feedback means a lot to us! It is our intention to ensure that you are well informed throughout the process of setting up your annuity policy so that you feel 100% comfortable with your purchase. Should there be any other way we may be of further service to you, please do not hesitate to reach out to us. We look forward to hearing from you! Sincerely, Ariel Stern

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Roland · 写过 1 条评价 · 已认证 · 体验于 2026-07-11 ·

是否有可能获得一份文件……

是否可以获得与最初报价类似的文件?

ImmediateAnnuities.com 回复2026-07-13

Hi Roland & Christine, thank you for providing us with a 5-star rating! We maintain records from all of your correspondence and paperwork, so we would be happy to provide you with the documentation that you're requesting. We will send you an email now and we'll make sure that you receive the document that resembles the initial offer, which would be included in your annuity application. Hope you're having a nice weekend! Sincerely, Ariel Stern

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Le · 写过 1 条评价 · 已认证 · 体验于 2026-07-11 ·

我最近退休了,想要一个保险箱……

我最近退休了,想要一种安全的方式来赚取我的钱的利息。 我通过即时年金购买了全国性 (A-) MYGA。与 CD 相比,利率非常有竞争力。 不收费!!所有相关工作人员都非常好,清楚地向我解释了我所有的问题。 我强烈推荐他们。

ImmediateAnnuities.com 回复2026-07-13

Thank you, Ms. Le! We're happy to hear that you felt well guided throughout your experience setting up your MYGA annuity contract with Nationwide. And they're actually an A+ rated insurance company (with AM Best) which is a very strong credit rating. We greatly appreciate your recommendation and hope that you reach out to us if you have any further questions or requests. We would be more than happy to be of assistance. Best regards, Ariel Stern

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PTCPaul · 写过 3 条评价 · 已认证 · 体验于 2026-07-11 ·

快速、便捷的服务

我联系了我过去联系过的即时年金联系人,并很快得到了回复和报价以及选项。跟进很快,就得到了我想要的产品。

ImmediateAnnuities.com 回复2026-07-13

We appreciate you taking the time over the weekend to leave your positive feedback, Paul. We're glad to hear that we were able to provide you with the annuity information you requested in a timely manner and facilitated the process to set up your annuity contract when you were ready to pull the trigger. Please let us know if there's any other way we can help at your convenience. Best wishes, Ariel Stern

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EARL DECKER · 写过 3 条评价 · 已认证 · 体验于 2026-06-15 ·

通过他们的网站快速轻松地获得了我的年金。

拿到了我的年金

ImmediateAnnuities.com 回复2026-06-25

Thank you for sharing your positive feedback, Earl! Glad to hear that you felt the experience purchasing your annuity contract was fast and easy. Should you have any other questions or requests, we would be happy to be of further assistance at your convenience. Best regards, Ariel Stern

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Melissa Archer · 写过 2 条评价 · 已认证 · 体验于 2026-06-11 ·

这是我第一次购买…

这是我第一次完全在线购买金融工具,所以这本身就有点令人焦虑。一切都很顺利。这个过程确实比我预期的要长,但我现在的年金每天都能赚取利息,同时保证这些资金的安全。这正是我想要的。

ImmediateAnnuities.com 回复2026-06-20

Hi Melissa, thank you for sharing your experience on setting up your annuity contract with us. We know that it takes a fair bit of trust to work with an online annuity brokerage like ours and appreciate your candid feedback regarding the timing for funding your annuity contract. We do our best to stay on top of the process with the insurance company and transfer company. Either way, we're happy that your annuity has been issued and is earning you fixed interest accumulation. Should there be any other way we may be of further assistance, please do not hesitate to reach out to us. Best regards, Ariel Stern

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Robert · 写过 1 条评价 · 已认证 · 体验于 2026-03-27 ·

一站式购物,服务好!

我对 ImmediateAnnuiites.com 非常满意。 那里的人非常乐于助人,会竭尽全力回答您的所有问题,并使整个过程尽可能简单。 获得它们也不难,如果您愿意,您可以与那里的一个人一起工作。 他们可能不会做太多广告,似乎专注于 SPIA 和 DIA,但他们有很多 MYGA 可供选择,而且竞争非常激烈。 他们是我的首选。 我认为他们比一些竞争对手更诚实。 他们不会宣传不切实际的利率来吸引你,结果是简单的利率看起来很高,但与一些以不同方式复利的较低利率相比,支付的费用更少。 我喜欢诚实和坦率,这就是他们所提供的。

ImmediateAnnuities.com 回复2026-06-18

We are completely floored by the time and detail you incorporated into your review of our services, Robert! We appreciate how well you've summed up our approach and the diverse amount of annuities that we market like SPIAs, DIAs, and MYGAs. It's our primary objective to be as upfront and informative as possible to ensure that you lock in the best annuity for your 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 again. Sincerely, Ariel Stern

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Roberta Reddy · 写过 2 条评价 · 体验于 2026-05-01 ·

我原来的年金快到期了……

我原来的年金七年后即将到期。 我最初是通过 Hersh & Ariel Stern(现为即时年金)购买的。 我联系他们寻找一家新的年金公司,他们已经提供了我的信息。 我们审查了可用的年金,我能够选择一种适合我需要的年金。 他们非常有效地处理了我的旧年金公司和新公司之间所需的所有文书工作。 在这个过渡时期,即时年金的工作人员一直在向我通报情况。 我是老客户,当我当前的年金到期时,我会再次成为老客户。 对这个专业团队给予高度评价。

ImmediateAnnuities.com 回复2026-06-16

We cannot thank you enough for taking the time to share your detailed and honest feedback, Roberta! We really are so grateful to have kind and thoughtful clients like you. It's reassuring to hear the ease you felt in setting up your most recent annuity contract, and please know that we are always here for you to help answer any question you may have. We look forward to hearing from you soon! Sincerely, Ariel Stern

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Richard C · 写过 1 条评价 · 已认证 · 体验于 2026-06-11 ·

你一直以来都非常乐于助人……

当我购买新的年金时,您一直非常有帮助。再次感谢您。

ImmediateAnnuities.com 回复2026-06-15

We greatly appreciate you taking time over the weekend to share your positive feedback, Richard! And we're grateful for your loyalty in continuing to work with us to set up new annuity contracts to achieve your retirement goals. Should there be any way we may be of further assistance, please do not hesitate to reach out with any questions. We look forward to hearing from you! Best regards, Ariel Stern

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Michael · 写过 1 条评价 · 已认证 · 体验于 2026-04-08 ·

从开始到结束我的经历是……

从开始到结束,我的经历都是专业的、信息丰富的和个人的。网站和报价机制简单且易于浏览。与我打交道的四名员工,史蒂夫、凯尔、乔丹和迈克尔,都清晰而认真地处理了我的案件。 我是一名拥有 40 年经验的金融专业人士,我觉得我受到的对待就像我一直试图对待自己的客户一样。

ImmediateAnnuities.com 回复2026-06-10

Hi Michael, Thank you for the kind words! It was a real pleasure working with you to establish this annuity. Should you need any assistance in the future, please don't hesitate to reach out. We'll always be happy to help. Sincerely, Kyle Bossard

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Larry Wagener · 写过 2 条评价 · 已认证 · 体验于 2026-05-24 ·

即时年金(IA)员工是……

即时年金 (IA) 工作人员会快速回复问题,如果他们不确定,他们会根据您的请求做出具体答复。 我与多位 IA 员工进行过交流,每一位都是专业而彻底的。 我通过 IA 参加了许多 MYGA,并将它们推荐给我的家人和朋友。

ImmediateAnnuities.com 回复2026-05-27

Thank you, Larry, for taking the time to share your positive feedback. And of course, we appreciate your loyalty to return back to us in order to set up your MYGA deferred annuity contracts. We are always here to be of service should there be any way we may be of further assistance. Best regards, Ariel Stern

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Lavonne · 写过 1 条评价 · 已认证 · 体验于 2026-05-14 ·

年金期没有通知我...

年金期到期时没有通知我。 每次我打电话时都会与不同的代理人交谈。 您错过了 1 页需要填写的内容。 不得不等待。 一切都进展得很慢!

ImmediateAnnuities.com 回复2026-05-26

Hi Lavonne, Thank you very much for providing this feedback. I'm sorry that the process didn't go entirely smoothly this time around. When exchanging from one annuity to another, the timing can sometimes get drawn out - especially when the transferring company has slow processing times. We hope that you'll stick with us for future business, and we'll aim to provide a more efficient process. Sincerely, Kyle Bossard

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Robert · 写过 1 条评价 · 已认证 · 体验于 2026-05-22 ·

努力工作赢得我们的信任

我们要感谢 John Mulvaney 和 Immediate Annuities 在我们建立年金的过程中给予的极大照顾。 这是一个最终面临退休的紧张时刻,购买年金可能会加剧压力。 但约翰挺身而出,指导我们解决了申请过程中出现的许多问题,并跟进,直到年金成功获得批准。 Immediate Annuities 努力赢得客户的信任,并了解可能发生的所有潜在陷阱。 我们很早就认识到,我们研究的其他公司并没有那么积极或愿意付出额外的努力来帮助我们。 可以肯定的是,我们必须做好自己的工作才能成功完成申请,但约翰和立即年金会为我们提供支持。 我们知道我们做出了正确的选择。 感谢苏西·奥曼的推荐。

ImmediateAnnuities.com 回复2026-05-26

Hi Robert, Thank you very much for the kind words! I'm thrilled to hear that you had a great experience working with John and the rest of the team. Please don't hesitate to reach out in the future, should you need any assistance. We'll always be eager to help! Sincerely, Kyle Bossard

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Chuck Bandelian · 写过 6 条评价 · 已认证 · 体验于 2026-05-21 ·

我还有另外 5 份年金……

这些年来我还有另外 5 份年金。即时年金让我可以非常简单地选择我想要的年金。任期长度。提款金额和利率。我已经收到了第一笔提款,并期待再收到 119 次提款,以满足我每月所需的金额。对我来说完美的解决方案。

ImmediateAnnuities.com 回复2026-05-22

Thank you, Chuck, for sharing your positive feedback and trusting our firm to deliver on establishing your income annuity contract to meet your expectations. We're happy to hear that you've already received your first annuity payment properly! Should there be any other way we may be of further assistance to service your policy or with anything else, we would be happy to help in any way we can. Hope you have a nice holiday weekend! Sincerely, Ariel Stern

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Ernest · 写过 1 条评价 · 已认证 · 体验于 2026-05-03 ·

优质的服务

通过电话进行友好、简单的申请流程,并在此过程中回复我的所有询问。

ImmediateAnnuities.com 回复2026-05-19

We appreciate your kind words, Ernest. We're glad to hear that you felt comfortable with your experience purchasing your annuity from our brokerage. Our goal is to ensure your complete satisfaction with the whole annuity application process. Please let us know if there's any other way we may be of further assistance. We look forward to working with you again. Best regards, Ariel Stern

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Maureen · 写过 5 条评价 · 已认证 · 体验于 2026-05-14 ·

与小组合作

你们让我很容易处理所有需要签署的文件,并让我随时了解情况或取得进展。 约翰·马尔瓦尼非常乐于助人

ImmediateAnnuities.com 回复2026-05-18

Thank you, Maureen, for taking the time over the weekend to share your positive feedback regarding your experience working with one of our top brokers, John Mulvaney, to establish your annuity contract. We're glad to hear that you found ease in working with our team to set up your annuity policy. 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! Sincerely, Ariel Stern

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Mike Ford · 写过 2 条评价 · 已认证 · 体验于 2026-05-08 ·

一流的专业服务…

全程一流的专业服务。随机打电话并立即知道他们把我的最大利益放在心上。我与约翰·马尔瓦尼 (John Mulvaney) 一起工作,他竭尽全力回答我的任何问题,并为我提供了极好的指导。

ImmediateAnnuities.com 回复2026-05-10

Thank you for taking the time over the weekend to share your positive feedback regarding your experience setting up your annuity contract through our brokerage, Mike. We certainly do have your best interest at heart and solely focus on ensuring that you have located the most optimal annuity product to accomplish your retirement objectives. John Mulvaney is one of our top brokers and goes above and beyond to ensure your satisfaction. Please let us know if there's any other way we may be of further assistance at your leisure. Best regards, Ariel Stern

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MW · 写过 11 条评价 · 体验于 2026-05-02 ·

一流公司

这是我在过去大概 35 年里使用即时年金的几次经历中的最新一次。这些年来,我要打交道的人会发生变化(赫什、凯尔、亚当),但每次我都对使用他们感到非常满意。我清楚地了解即将发生的事情、正在发生的事情以及结果。他们不止一次成为我与保险公司之间可能遇到的问题的很好的中间人。我的印象是他们关心我这个客户。

ImmediateAnnuities.com 回复2026-05-10

Wow, MW! We are humbled by your kind words and praise. And 35 years is quite a long relationship that we've forged together considering our firm was founded in 1984 s by my father, Hersh Stern. We really do care about your satisfaction with your annuity purchase and the servicing of your annuity policy should you have any concerns or questions over the years. Please let us know if there's any other way we may be of further assistance. We look forward to hearing from you again! Sincerely, Ariel Stern