Reviewer
0 helpful votes
I’m not a big believer in annuities in general, but the allowance by the IRS to withdraw from my IRA without penalty made the QLAC viable. IA was the best deal that I could find and they made the process easy. The payout by Schwab, for example, for the same product was significantly less.
Reviewer
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We have done business with Immediate Annuities in the past and when we agreed that we should purchase another annuity we of course chose IA. From beginning to end we cannot state how easy it was to complete the purchase. From the initial call to receiving the paperwork and calling with assistance with a few questions it was a absolute pleasure to speak with staff.
Reviewer
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Purchasing an annuity with ImmediateAnnuities was a seamless experience. The staff was very polite and knowledgeable, and initially, I had all of my questions answered with honesty. This company isn’t trying to sell you something you don’t need. They want you to make an educated decision and not regret your choices. The process was very easy from start to finish, and I never felt pressured. If you’re considering purchasing an annuity, I highly recommend using this company.
Reviewer
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is it possible to get a document that resemblies the initial offer?
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I recently retired and wanted a safe way to earn interests on my money. I bought a Nationwide (A-) MYGA through Immediate Annuities. The interest rates were very competitive compared to CD. No fee !! All the related staff are very nice clearly explained to me all my questions . I would highly recommend them.
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I reached out to the contact at Immediate Annuities I've contacted in the past and got a response and quote quickly with options. Follow-up was fast, and I got the product I wanted.
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This was my first time purchasing a financial instrument totally online, so that was a bit anxiety provoking in itself. Everything went well. The process did take longer than I was expecting, but I now have my annuity earning daily interest while keeping those funds safe. That's exactly what I was wanting.
Reviewer
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I'm super satisfied with ImmediateAnnuiites.com. The people there are very helpful and will go to great lengths to answer all your questions and make the process as easy as possible. Its not difficult to get a hold of them too and you can work with a single individual there if you like. They may not advertise it much and seem to focus on SPIAs and DIAs but they have many MYGAs to choose from which are very competitive. They are my go to for them. I think they are more honest than some of the competitors. They don't advertise unrealistic rates to draw you in that turn out to be simple interest rates that seem high but pay less compared to some lower interest rates that are compounded differently. I like honest and upfront and that's what they provide.
Reviewer
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My original annuity was about to expire after seven years. I originally purchased it through Hersh & Ariel Stern (now Immediate Annuities). I contacted them to find a new annuity company and they already had my information available. We reviewed the available annuities and I was able to choose one that suited my needs. They very efficiently handled all the required paperwork between my old annuity company and the new one. I was kept in the loop during this transitional period by the staff at Immediate Annuities. I am a repeat client and will be again when my current annuity matures. High praises for this professional group.
Reviewer
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You have been very helpful all the time when I purchase a new Annuity.Thank you again.
Reviewer
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From start to finish my experience was professional, informative and personal. The website and quote mechanism was simple and easy to navigate. All four of your staff that I dealt with, Steve, Kyle, Jordan and Michael handled my case clearly and conscientiously. I am a financial professional with 40 years of experience, and I felt like I was treated the way I always tried to treat my own clientele.
Reviewer
0 helpful votes
Immediate Annuities (IA) staff are quick to respond to questions and if they aren't sure they will get back to you with a response specific to your request. I've communicated with a number of IA staff and each has been professional and thorough. I have entered into a number of MYGA's through IA and would recommend them to my family and friends.
Reviewer
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We wanted to thank John Mulvaney and Immediate Annuities for taking great care of us in establishing an annuity. It is a nervous time finally confronting retirement and shopping for an annuity can compound the stress. But John stepped up to the plate big time guiding us through many questions that arose during the application process and following up until the annuity was successfully approved. Immediate Annuities works hard to gain trust from their clients and knows all the potential pitfalls that can occur. We recognized that early on as other companies we researched were not as engaged or willing to go the extra mile to help us. To be sure, we had to do the work on our part to successfully complete the application but John and Immediate Annuities were there to back us up. We knew we made the right choice. Thanks to Suzie Orman for the recommendation.
Reviewer
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Didn't notify me when annunity period was due to expire. Talked to different agent every time I called. You missed 1 page to be filled out. Had to wait for it. Every thing went slow!!
Reviewer
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I have had 5 other annuities through the years. Immediate Annuities made it very simple for me to chose the annuity I was looking for. Length of term. Withdrawal amount and interest rate. I have already received my first withdrawal and look forward to 119 more withdrawals for the amount I need per month. Perfect solution for me.
Reviewer
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Friendly, easy application process by phone and responsive to all my inquiries during the process.
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You made it very easy to take care of all the paperwork signing needed as well as keeping me informed or progress. John Mulvaney was extremely helpful
Reviewer
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This is the latest of several experiences I've had with immediateAnnuities over the past probably 35 years. The person I would deal with would change over the years (Hersh, Kyle, Adam) but every single time I've been well satisfied with using them. I'm kept well informed of what is about to occur, what is occurring and the result. On more than one occasion they have been a great go-between for issues I thought I may have had with the insurance company. I get the impression that they care about me as a customer.
Reviewer
0 helpful votes
Top notch professional service throughout the entire process. Randomly called and knew right away they had my best interest at heart. I worked with John Mulvaney who went above and beyond to answer any questions I had and provided me with excellent guidance.
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