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
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
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
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
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
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
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
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
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
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
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
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
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