AnnuityAdvantage Reviews 

1,511
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Evaluating 113 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the staff and agents for being exceptionally professional, deeply knowledgeable, and always patient when explaining complex financial details. People note that customer service is outstanding, with prompt responses to every single inquiry and phone call. Some reviewers were happy with the straightforward website that clearly outlines all available fixed annuity options. Consumers also appreciate long-term relationships built on honest business practices, dependable guidance, and a complete lack of pressure. Reviewers emphasize that transactions are executed smoothly and efficiently, ensuring complete peace of mind throughout retirement planning.

What people talk about most

Staff

Reviewers highlight positive aspects of staff, noting that representatives are consistently knowledgeable,... See more

Service

Users describe positive interactions with service, highlighting responsive and attentive professionals who... See more

Customer service

Customers consistently note positive experiences with customer service, praising agents for being responsive,... See more

Product

Clients share positive opinions on product quality, highlighting powerful annuity tools that meet their... See more

Response time

People report positive experiences with response time, highlighting consistent and timely communications.... See more

Reviews shaping this summary

Rated 5 out of 5 stars

This was my seventh annuity from AnnuityAdvantage. I have been building a ladder of fixed lifetime SPIAs (with cash refund) over many years. This will allow me to retire to Europe on a "sel... See more

Rated 5 out of 5 stars

Very friendly, highly professional service, always return phone calls or respond to email. The application process is always smooth and free of hassle. Agents are very patient with clients and do the... See more

Rated 5 out of 5 stars

Very friendly, highly professional service, always return phone calls or respond to email. The application process is always smooth and free of hassle. Agents are very patient with clients and do thei... See more

Rated 5 out of 5 stars

I have been with this company for years. First with one annuity then after they were a proven product to me, I eventually gave them all of my annuities. Debi, my manager, takes excellent care of m... See more


Company details

  1. #17 of 117 best companies in Insurance Agency
  2. #27 of 190 best companies in Financial Consultant
  3. #2 of 43 best companies in Investment Service

About AnnuityAdvantage

Written by the company

AnnuityAdvantage is a one-stop, online annuity shopping service, that provides individualized recommendations and guaranteed, high-value fixed annuity products to people planning for their retirement needs. Every annuity offered by the company is filtered, screened and analyzed for client suitability. AnnuityAdvantage provides complete disclosure and information on the company's entire annuity selection, so that clients can make informed and educated decisions.

Products Offered Include:
  • Traditional Fixed Annuities
  • Multi-Year Guarantee (CD-Type) Annuities
  • Immediate (Income) Annuities
  • Deferred Income (Longevity) Annuities
  • Fixed Indexed Annuities
  • Hybrid Annuities
The AnnuityAdvantage shopping service is provided without loads, fees or sales charges.

Written by the company


Contact info

4.9

Excellent

TrustScore 5 out of 5

2K reviews

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4.9

All reviews

(1,511)

99 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Dealing with Sierarah Bowles has been always awesome. This is main reason i deal with this company. They are very conservative with my investments and i love that…

Dealing with Sierarah Bowles has been awesome these last few years. Very timely and helpful. Have recommended several clients to her and they have all been very satisfied. Even as i am doing this i wanted to give her a deserved good review. I have been in and out of hospitals duriing tough decisions and she is helping me. Thank you

August 14, 2026
Rated 4 out of 5 stars

Highly recommend for fix annuities.

Provide excellent information and choices on annuities, are very responsive and attentive to customer needs, and provide advice if needed. Will be a five star review, if they could add online access to their summary to clients, ensure cost basis is reflected in 1035 exchanges, and provide more frequent update on status of annuities. Perhaps having a customer portal with auto tracking system could be a solution.

August 14, 2026
Rated 5 out of 5 stars

Make difficult easy

Annuity products are powerful tools but navigation of the system is key to avoid problems. He explains, keeps things on track and always follows up. He is like GPS on a road trip. Makes it easy to do business! He is also strong partner sharing ideas, alternatives and solutions. He is much better then other providers that I have delt with.

August 10, 2026
Rated 5 out of 5 stars

Simple Process

Extremely knowledgeable representative, very responsive and straight forward. He made the entire process very simple for me to execute.

August 10, 2026
Rated 5 out of 5 stars

Britt Hernandez

Britt has been very detailed and informative and
tried to find what I was looking for. She is very knowledgeable explains everything in detail.

April 1, 2026
Rated 5 out of 5 stars

I set out to buy a MYGA and discovered…

I set out to buy a MYGA and discovered AnnuityAdvantage and they really made me feel very comfortable, they explain everything that you have questions about. Their website has a really nice tool that is pretty much simple to use to pick which MYGA you want. The staff is very knowledgeable and helpful. I am happy that I found them, they have great service. The product that I chose is just what I was looking for.

June 25, 2026
Rated 5 out of 5 stars

Annuity Advantage provides excellent service!

We have used Annuity Advantage for well over a decade now. Our agent has always kept us abreast of the types of investments we are interested in and the best rates. She knows the products well and explains their features and restrictions in a language we can understand. Contracts are executed and followed up efficiently.

June 25, 2026

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