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
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Company details
- #17 of 117 best companies in Insurance Agency
- #27 of 190 best companies in Financial Consultant
- #2 of 43 best companies in Investment Service
About AnnuityAdvantage
Written by the company
Products Offered Include:
- Traditional Fixed Annuities
- Multi-Year Guarantee (CD-Type) Annuities
- Immediate (Income) Annuities
- Deferred Income (Longevity) Annuities
- Fixed Indexed Annuities
- Hybrid Annuities
Written by the company

Contact info
930 Town Centre Dr, Medford, OR, 97504
- (800) 239-0356
- annuityadvantage.com
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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
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.
The transaction was smooth with great…
The transaction was smooth with great attention to detail and fantastic follow up
Their team members are always there to…
Their team members are always there to help with quick call backs. They explain everything in detail and make you feel comfortable.
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.
Simple Process
Extremely knowledgeable representative, very responsive and straight forward. He made the entire process very simple for me to execute.
Agent did a great job
Agent did a great job, as usual, to get the policy issued quickly and efficiently.
Shelly did a great job of explaining…
Shelly did a great job of explaining the options for us
I have been with Annuity Advantage for…
I have been with Annuity Advantage for over 20 years. I have had 3 agents all who were very good but the most recent has been the best.
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.
Overall very good experience.
Jordan was very helpful and…
Jordan was very helpful and knowledgeable and always got right back to me. Thanks
Knowledgeable and good communication
building s relationship with my advisor…
building s relationship with my advisor over many years and her wonderful follow through and communication so I can trust everything will be done right!
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.
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.
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