Testimonials

The following testimonials have been sent from actual Annuity FYI visitors (we have changed the names and removed any personal information, of course). If you have a compliment or suggestion, please let us know!

Just wanted to compliment you on your balanced presentation of equity-indexed annuities, in particular how you highlight ones that may be worth exploring, as well as those you think are a terrible deal for the consumer. Your warnings against these equity-indexed products are very refreshing. I've not seen that before. Thanks you for your honesty!
Dan

Prior to finding Annuity FYI, I had met with two different financial advisors on the topic of variable annuities. To make a long story short, I was not comfortable with their explanations of the products or with their attempts to answer my questions. So, I decided to educate myself, which led me to the book Annuities for Dummies and, because of their recommendation, to Annuity FYI. This is when I spoke with an Annuity FYI Expert. For the first time I felt like I was on the same page with an advisor. The Annuity FYI Expert was very knowledgeable and took the time to answer all of my questions in the most courteous way. With all the turmoil in the economy these days and stories of unethical and just plain bad business practices, it is so refreshing to find Annuity FYI and its Annuity FYI Experts.
Pam

Thank you for the time you spent talking with me. I do respect and admire your knowledge and expertise.
Debra

I am not a wealthy man and thus can ill afford to make mistakes with what little money that I have. I have to admit -- I impressed with your answers. I even understand them! Thank you!
Andrew

I deeply appreciate your educating me about the tax and capital gains matter I was concerned about. I have nothing but admiration for the way you conduct your business.
Philip

Thanks for taking the time to help me. It gives me great comfort knowing that you are looking out for my wife and my best interests and will continue to do so. May God watch over you all.
Richard

We were so pleased when we first talked with you on the phone. We knew you knew what you were talking about. We felt great confidence in you. We are so blessed to have found you. Thanks for caring!
Tom and Elizabeth

Besides being ultra responsive and helpful, you are also the most thoughtful and kind people we ever dealt with. Happy New Year to your entire office!
Kris and Raymond

I just wanted send off a note to thank you. The recent economic collapse is exactly the type of event that we wanted to protect ourselves against and the reason why we invested in annuities. While it's been tough to look at the monthly statements and see how our account values have dropped, it's reassuring to know our annuities provide us with a safety net. So many of our friends are at or near retirement and have seen there life savings cut in half. Thanks again to you and your team.
Ed

You all have been a blessing to us. With the current economic problems in the world, it seems variable annuities make sense for one's peace of mind and retirement success. It's been so important to have someone as knowledgeable as yourself guiding us. You have our confidence and recommendation. All the best to you and your families.
Karen & Stephen

I deeply appreciate your educating me about the tax and capital gains matter I was concerned about. I have nothing but admiration for the way you conduct your business.
Philip

We both want to thank you so much for helping us. We really appreciate your explanation of fixed index annuities. Thank you again,
Joe and Gerry

I received your e-mail yesterday, and I want to really thank you from the bottom of my heart for your concern and interest. After speaking to all these other financial planners, you were the only ones who had any true conception of the situation. Again, Thank You.
Roy

The major hurdle you have faced in "convincing" me that an annuity has a role in my retirement planning has been in helping me make sure I understood the details adequately to think through the "what if's." Thank you for your hard work.
Charles