Hi Howard, We're so happy to hear that everything worked out well! It was a great pleasure working with you, and please do not hesitate to reach out if you need anything in the future. We'll always be eager to assist. Sincerely, Kyle Bossard
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Tom · 写过 1 条评价 · 已认证 · 体验于 2026-04-15 ·
★★★★★
非常清晰的沟通
非常清晰的沟通。 快速反应。 很好的后续。 交易方便。
ImmediateAnnuities.com 回复2026-04-27
Thank you, Tom! You've very well summed up the checklist on ensuring your satisfaction with your annuity purchasing experience. We appreciate you taking the time to share your vote of confidence in our team. 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
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JT Cowan · 写过 2 条评价 · 已认证 · 体验于 2026-04-24 ·
★★★★★
我从...购买了五年期 SPIA
我通过即时年金 (IA) 从万通互惠理财购买了五年期 SPIA。 IA 工作人员(约翰)非常乐于助人,在申请过程中不断向我通报情况并持续跟进。 IA 的表格简单明了且易于填写。万通互助理财 (MassMutual) 出现故障,IA 迅速而明智地进行了处理。甚至在我体验之前,我就向其他人推荐了 IA,因为我认为 SPIA 是唯一值得购买的年金。大多数年金只是包含在保险单中的昂贵投资工具。
IA 的 SPIA 是解决我问题的绝佳方案。我想要一份期限有限的年金,每月有保证存款,以资助我搬到记忆护理住所的配偶的护理费用。当前的利率环境相当有利,年金是管理每月定期现金流问题的非常有用的工具,我可以在未来五年内依赖它。我对 IA 的服务质量非常满意,并将继续向其他人推荐它们。
塔德洛克·考恩
ImmediateAnnuities.com 回复2026-04-27
JT, thank you so very much for taking the time and energy to provide such detail in your review of your experience working with John Mulvaney and the rest of our team here at ImmediateAnnuities.com. As you stated, your objective was very specific and we are grateful for your trust in working with us to set up this income annuity contract with a very strong and reputable insurance company to ensure the payments are utilized to cover the cost of your spouse's care for the next 5 years. We are so lucky to have clients like yourself who see the value and benefits in purchasing an income annuity tailored to tackling a certain income need. Please do not hesitate to reach out to us at your convenience should you have any questions or requests. We look forward to hearing from you again. Best regards, Ariel Stern
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Wayne · 写过 1 条评价 · 已认证 · 体验于 2026-03-27 ·
★★★★★
非常简单的流程和沟通......
流程非常简单,沟通也非常出色。我所有的问题都立即得到解答,工作人员非常支持和乐于助人
ImmediateAnnuities.com 回复2026-04-06
Thank you, Wayne, for taking time over the holiday weekend to leave your positive feedback. We are grateful for your trust in our services by choosing our firm to work with in order 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 our office with any questions or requests. We look forward to hearing from you! Sincerely, Ariel Stern
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Roger · 写过 1 条评价 · 已认证 · 体验于 2026-03-27 ·
★★★★★
知识渊博,乐于助人。
ImmediateAnnuities.com 回复2026-03-29
Hi Roger, thank you for taking time over the weekend to share your positive feedback. We appreciate that you selected our firm to set up your annuity contract. Please let us know if there's any other way we may be of further assistance. Best regards, Ariel Stern
Wow, Shirley, your review has to be one of our most detailed and helpful accounts of your experience in finding our company and working with our team--and in particular, Adam, one of our top brokers--to take care of all of your questions and ensure that you are fully satisfied with your annuity purchases. We are so fortunate to have clients like you with the patience and trust in our ability to provide you with a comprehensive service in securing your annuity contracts. We're so glad to hear that your opinion and feelings about what it would be like to pursue annuities has become more relaxed and trusting that all will go well and as you expect. Should there be any other way that we may be able to serve you further, we sincerely look forward to the opportunity to work with you again. Hope you're having a nice weekend! Best wishes, Ariel Stern
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Tim · 写过 1 条评价 · 已认证 · 体验于 2026-03-19 ·
★★★★★
一切顺利
一切顺利。谢谢
ImmediateAnnuities.com 回复2026-03-24
Hey TIm, thank you for your positive feedback! Glad to hear that you're satisfied with your annuity purchase. Please let us know if there's any other way we may be of further assistance. Sincerely, Ariel Stern
Wow, Kerry, thank you so much for going over and beyond to share your detailed feedback and helping us to better understand background and your approach when you were in the sales industry. As you stated quite perfectly, our primary objective is to do whatever is in your best interest. We've been blessed to be able to assist and support thousands of clients over the years and it's makes us happy when you're satisfied with your experience working with our team to secure your annuity contract. And should there be any issues or ways that we can help to service your annuity policy thereafter, we will be there for you especially when you're on vacation and should not be worrying about this kind of stuff :-) Please let us know if there's any other way we can be of assistance. Best regards, Ariel Stern
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Judy · 写过 1 条评价 · 已认证 · 体验于 2026-03-20 ·
★★★★★
专业和支持人员
擅长了解我的需求并帮助我在不同的产品之间做出决定。
ImmediateAnnuities.com 回复2026-03-25
Hi Judy, we appreciate your kind words and positive feedback. Our goal is to ensure that you have located the most favorable annuity product to meet your retirement objectives. Thank you for allowing us to be a part of this decision throughout the years. Should there be any other way we may be able to help further, please do not hesitate to reach out to us for assistance. We look forward to hearing from you again! Best wishes, Ariel Stern
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Bruce viau · 写过 1 条评价 · 已认证 · 体验于 2026-03-07 ·
★★★★★
简化的流程和优惠的价格。...
简化的流程和良好的利率。该流程进展顺利。将为任何未来的投资选择立即年金
ImmediateAnnuities.com 回复2026-03-11
We appreciate you taking the time to share your positive feedback regarding your experience working with our team to set up your annuity contract, Bruce! Glad to hear that you would consider utilizing our services again should you be back in the market for another annuity policy. We look forward to hearing from you at your leisure. Best regards, Ariel Stern
We greatly appreciate your recommendation, Violeta, and your trust in us to ensure that your expectations were fully met. Thank you for your positive feedback regarding our communication and regular updates regarding the status of your annuity contract as it goes through the issue process. Please let us know if there's any other way we may be of further assistance. We look forward to hearing from you! Sincerely, Ariel Stern
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Alok Verma · 写过 3 条评价 · 已认证 · 体验于 2026-02-25 ·
★★★★★
易于到达并与之合作...
很容易联系到知识渊博的人并与他们一起工作。
ImmediateAnnuities.com 回复2026-03-09
We appreciate your positive feedback and also your loyalty in choosing to work with us again on another annuity policy together. We always aim to be available to to you to answer any question or fulfill your annuity requests based on your own timing. Should there be any other way we can help, please don't hesitate to reach out to us. Sincerely, Ariel Stern
Wow! Thank you so much for your kind words and positive feedback, Jay. We're happy you mentioned how we do not try to "sell you" rather we are here to assist you pursue whatever direction you feel make the most sense for you with your retirement goals. We're grateful that you chose to work with our team to secure your annuity contract. Please let us know if there's any other way we may be of further assistance at your leisure. Best regards, Ariel Stern
Thank you, Ward! We appreciate you coming back back to us again to set up another annuity contract. We hope that the additional income it provides will give you more security and peace of mind in handling your daily living expenses. If there's any other way we may be of further assistance, we would be glad to be of service. We look forward to hearing from you at your convenience. Best wishes, Ariel Stern
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John & Lori Bacon · 写过 6 条评价 · 已认证 · 体验于 2026-01-28 ·
★★★★★
更新已到期的年金
为我和我的妻子续订年金,由同一家年金提供商到期。 Adam Reinwald 非常风度翩翩且高效!他确保提供商收到了我们签署的所有必需文件。 Adam 跟踪我们和提供商的每一步。我们用即时年金完成交易所需的努力要少得多!
ImmediateAnnuities.com 回复2026-03-05
Thank you so much, John & Lori, for your positive feedback and kind words. Adam is a seasoned broker on our team with well over 10 years of experience serving our clients. We're glad that we were able to make the renewal process more efficient and effortless. It's our primary goal to ensure your satisfaction and keep you informed of the whole application process each step of the way. Please let us know if there's any other way we may be of further assistance. Sincerely, Ariel Stern
Hi Randy, Thank you very much for the kind words! I'm thrilled to hear that you had a positive experience, and that everything worked out as planned. Please don't hesitate to reach out in the future, if there's anything we can do to help. Sincerely, Ariel Stern
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Eric · 写过 1 条评价 · 已认证 · 体验于 2026-02-17 ·
★★★★★
高度专业且反应灵敏。
ImmediateAnnuities.com 回复2026-02-26
Hey Eric, thank you for your positive feedback! We appreciate you noting our primary goal to ensure that you are well informed and guided every step of the way as your annuity contract is being issued. You selected a top notch insurance company to set up your annuity contract with and if you have any questions or servicing requests, please do not hesitate to reach out to us for assistance. We look forward to hearing from you! Sincerely, Ariel Stern
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Micah · 写过 2 条评价 · 已认证 · 体验于 2026-02-19 ·
★★★★★
很棒的服务
ImmediateAnnuities.com 回复2026-02-25
Thank you, Micah, for leaving us your positive feedback! We're happy that you were pleased to work with our team to secure your annuity contract. Please let us know if there's any other way we can help. Sincerely, Ariel Stern
We are sorry to hear that you've had trouble transferring your funds from an American National annuity that we helped you set up. Please reach out to our office at your earliest convenience at (866) 866-1999. We would be happy to contact their Annuity Service Center and nudge the process to transfer your funds. Typically, insurance companies may take a few weeks to mail a check after receiving a transfer request, but it always helps to keep checking with the insurance company to ensure the request is being handled in as timely a manner as possible. Also, you typically will continue to receive interest on your annuity value until the day that the account has been transferred. Please let us know how we may be of assistance at your convenience. Best regards, Ariel Stern
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Chris Koiner · 写过 2 条评价 · 已认证 · 体验于 2026-02-19 ·
★★★★★
良好的建议和沟通通过...
整个过程中提供良好的建议和沟通。过去两个月我的年金一直按预期支付。谢谢你!
ImmediateAnnuities.com 回复2026-02-22
Hi Chris, thank you for taking time over the weekend to share your positive feedback! We're glad to hear that your annuity payment has been coming in properly as anticipated. Should there be any other way we may be of further assistance, please let us know how we can help. Hope you have a nice rest of your weekend! Sincerely, Ariel Stern