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ImmediateAnnuities.com Reviews 1,301

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TrustScore 5 out of 5

4.9

Insurance Agency
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Rated 5 out of 5 stars

This was the first time I used an internet based financial service to buy an annuity. I have a personal CFP but they didn't offer the type of product I was looking for. Working with Hersh and Ariel was very easy. Communication was great and I got the product I was looking for in regards to term and rate. Anything that couldn't be done electronically was handled with overnight mail. End to end the process was great and the team was extrememly helpful. I will use them again in the next couple of months as more of my CD's mature.

Rated 5 out of 5 stars

1. The annuity quotes available on their website made comparing and selecting annuities quick and easy.
2. The information about annuities on their website answered all of my questions and gave me confidence in my selection.
3. Their process for assisting in the preparation of the annuity application forms and answering of questions made what would otherwise be a very daunting task go very smoothly.

Rated 5 out of 5 stars

I have several annuities with Immediate Annuities. They are great to work with. No sales pressure and great advise when you need it. They help set up your annuity quickly and fed ex documents when you need them. I highly recommend working with them

Rated 5 out of 5 stars

From start to finish these guys were amazing. From explaining the process to helping me fill out the forms, they were amazing. Before deciding to go with them I spoke to another major annuity broker who was not responsive or the least bit interested in my business. I can recommend these folks wholeheartedly.

Company details

  1. #19 of 97 best companies in Insurance Agency
  2. #39 of 208 best companies in Financial Consultant

Written by the company

Outstanding personal service is the cornerstone of everything we do. Call 1-866-866-1999 today and speak with a friendly insurance professional who is eager to help you accomplish your goals. Our highly-trained staff will guide you through every step of the annuity-buying process.

WebAnnuities Insurance Agency

Written by the company

How You Benefit
This is the easiest way to buy your annuity without having to meet with an insurance salesman. The free report you receive lists quotes from more than 10 well-rated insurance companies. When you’re ready to buy your annuity we send you a pre-filled application which you mail to the insurance company you choose. This ensures your policy is issued promptly and correctly.

Contact info

4.9

Excellent

TrustScore 5 out of 5

1K reviews

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Replied to 100% of negative reviews

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How this company uses Trustpilot
Rated 5 out of 5 stars
Verified

Great company to work with

Great company to work with. I've purchased 2 annuity products through ImmediateAnnuities and would recommend them to anyone looking for an annuity.

Date of experience: April 20, 2025

Rated 5 out of 5 stars
Verified

Try It You'll Love It!

This was the first time I used an internet based financial service to buy an annuity. I have a personal CFP but they didn't offer the type of product I was looking for. Working with Hersh and Ariel was very easy. Communication was great and I got the product I was looking for in regards to term and rate. Anything that couldn't be done electronically was handled with overnight mail. End to end the process was great and the team was extrememly helpful. I will use them again in the next couple of months as more of my CD's mature.

Date of experience: April 20, 2025

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Reply from ImmediateAnnuities.com

Wow, Steve! We are so floored and grateful for your kind words and positive feedback. We would be more than happy to help you whenever you have a CD coming due which you'd like to gain a competitive and guaranteed fixed interest rate coupled with tax deferral. It's our primary goal to ensure your complete satisfaction throughout the whole process. Please let us know if there's ever any other way we may be of further assistance. Hope you have a nice rest of your day! Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Highly recommended.

1. The annuity quotes available on their website made comparing and selecting annuities quick and easy.
2. The information about annuities on their website answered all of my questions and gave me confidence in my selection.
3. Their process for assisting in the preparation of the annuity application forms and answering of questions made what would otherwise be a very daunting task go very smoothly.

Date of experience: April 20, 2025

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Reply from ImmediateAnnuities.com

Thank you, Bruce! We appreciate your very well laid out feedback about your experience reviewing the annuity information and quotes that we provide freely and ultimately working with us to set up your annuity contract. We are grateful for your trust and loyalty in working with our team to ensure that the annuity purchasing process went smoothly. Please do not hesitate to reach out to us should you ever have any questions or requests. We look forward to hearing from you! Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Steve was very helpful & answered all…

Steve was very helpful & answered all my questions.

Date of experience: April 01, 2025

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Reply from ImmediateAnnuities.com

Thank you, Martin, for your positive feedback about your experience setting up your most recent annuity contract with Steve. Glad to hear that your questions were all properly addressed. And we greatly appreciate your loyalty in working with our team throughout the years to set up your policies. Please let us know if there's any other way we may be of further assistance at your convenience. Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

still waiting for the deposit to show…

still waiting for the deposit to show up in my account can you tell me how long that will take thank you jeffry scatton

Date of experience: April 04, 2025

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Reply from ImmediateAnnuities.com

Hey Jeffry, we appreciate you taking time over the weekend to share your positive feedback. We will reach out to your insurance company first thing this morning and let you know when the annuity payment has been released. Keep in mind that when your payment date falls on a weekend or holiday, the direct deposit is released on the following business day and then it can take up to 2 business days to have the payment credited to your account. We will be sure to contact you this morning with an update on your annuity payment. Please let us know if there's any other way we may be of further assistance. Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Great Service!

Date of experience: March 22, 2025

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Reply from ImmediateAnnuities.com

Thank you Jackson! We very much appreciate the feedback. Please don't hesitate to reach out if there's anything else we can do to help. Sincerely, Ariel Stern

Rated 5 out of 5 stars
Verified

Great company to purchase annuites from

I have several annuities with Immediate Annuities. They are great to work with. No sales pressure and great advise when you need it. They help set up your annuity quickly and fed ex documents when you need them. I highly recommend working with them

Date of experience: March 19, 2025

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Reply from ImmediateAnnuities.com

Hi Isaac! Thank you very much for taking the time to write a review. It's been a great pleasure working with you over these years. Please don't hesitate to reach out if you need anything. We'll always be very happy to help! Sincerely, Ariel Stern

Rated 5 out of 5 stars
Verified

Happy customer …

This is the second annuity we purchased from Immediate Annuity. We are impressed by the professionalism and customer service they demonstrated. Will come back to them if we decide to purchase another annuity.

Date of experience: March 19, 2025

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Reply from ImmediateAnnuities.com

Thank you so much for taking the time to leave your positive feedback, Brian. We greatly appreciate your kind words and of course your loyalty to work with us again to secure your next annuity. Should you have any questions or there's any other way we may be of further assistance, please let us know how we can help. Take good care, Ariel Stern

Rated 5 out of 5 stars
Verified

Smoothing out purchase process

Immediate annuities made the purchasing process very smooth. They answered all my questions whenever I called and provided status emails along the way.

Date of experience: March 15, 2025

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Reply from ImmediateAnnuities.com

Mark, we appreciate the trust and loyalty you've shown us in the past couple months that we've been working together. We hope you are satisfied with your annuity purchases and the ease and competence in setting up your policies to meet your expectations. Should there be any other way we can answer further questions or assistance, please do not hesitate to reach out to us. We look forward to hearing from you! Sincerely, Ariel Stern

Rated 5 out of 5 stars
Verified

Organized

Organized, responsive, and good follow-up.

Date of experience: March 12, 2025

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Reply from ImmediateAnnuities.com

Thank you, Pam! We appreciate you taking the time to share your 5-star feedback. It's been a pleasure working with you throughout the years to set up your annuity congrats for fixed, guaranteed deferred accumulation. Please let us know if there's any other way we may be of further assistance. Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Purchase another annuity

When I need info, Kyle is always available and has the answers. I would also like to mention that all the staff is willing to help.
Thank you all so much!!

GraceR

Date of experience: March 19, 2025

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Reply from ImmediateAnnuities.com

Thank you very much taking the time to share your positive feedback, Grace! Your loyalty to our team and utilizing our services to set up your annuity policies is greatly appreciated! Glad to hear that my colleague (of over 10 years now), Kyle, has been there to address your questions effectively. Should there be any other way we may be of further assistance, please do not hesitate to contact us. We look forward to hearing from you! Sincerely, Ariel Stern

Rated 5 out of 5 stars

Amazing experience!

From start to finish these guys were amazing. From explaining the process to helping me fill out the forms, they were amazing. Before deciding to go with them I spoke to another major annuity broker who was not responsive or the least bit interested in my business. I can recommend these folks wholeheartedly.

Date of experience: January 15, 2025

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Reply from ImmediateAnnuities.com

Wow, John! That was quite a nice account you shared of your experience working with our team to purchase your annuity policy. We appreciate your consideration and trust in our team to get the job done. Please do not hesitate to reach out to us should you have any questions or further requests. Hope you have a nice start to your week! Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Easy to work with and very professional.

Date of experience: February 28, 2025

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Reply from ImmediateAnnuities.com

We appreciate your 5-star review, Cheryl! And we're grateful for your and your husband's loyalty in working with our team through the years. Should you have any other requests or questions, we would be more than happy to help. We look forward to hearing from you! Sincerely, Ariel Stern

Rated 4 out of 5 stars
Verified

Clear n written explanations

The transaction was explained and executed in a prompt and straightforward manner.

Date of experience: February 23, 2025

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Reply from ImmediateAnnuities.com

Thank you, Maureen. We appreciate your positive feedback! We're glad to hear you felt the process to set up your annuity went smoothly. Please let us know if there's any other way we may be of further assistance. Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

Very satisfied customer

Thorough and complete attention to all details throughout the entire investment process. This was my fifth time dealing with Immediate Annuities and I have been extremely pleased each time.

Date of experience: February 12, 2025

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Reply from ImmediateAnnuities.com

Thank you so much for taking the time to leave your positive feedback, John. We greatly appreciate your loyalty and trust in our team to ensure that your satisfaction is met with your annuity purchases. Should there be any way that we may be of further assistance, please do not hesitate to reach out to us. We look forward to hearing from you! Sincerely, Ariel Stern

Rated 4 out of 5 stars
Verified

Everyone on staff was incredibly helpful

Everyone on staff was incredibly helpful and knowledgeable. They were able to help me through the process of converting savings into annuities.

I don't give ImmediateAnnuities perfect marks because their estimate for how quickly my funds could be converted into annuity distribution was too optimistic.

Other than that, this was a smooth and easy process due to their expertise and professionalism.

Date of experience: February 21, 2025

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Reply from ImmediateAnnuities.com

Thank you, Kristy, for leaving your positive feedback and for utilizing our services to help set up contracts for you and your spouse. And we appreciate your comment regarding the expectations that were provided regarding the funding time frame for your contracts. Unfortunately, when dealing with rollovers of qualified retirement plans and IRA transfers, it does depend on the transfer company's processing times which can delay the funding of the annuity premium. We do our best to guide you with the paperwork and procedure to initiate the rollovers with your plans, but to some degree, we are at the mercy of the administrators of your 401(k) for when the premium check is generated. We will be sure to be as upfront and open about these processing times as we can be and appreciate your understanding. Please let us know if there's any other way we may be of further assistance. Best regards, Ariel Stern

Rated 5 out of 5 stars
Verified

I will not hesitate to do business with them again.

My experience with this company was entirely positive. Everything went smoothly, they kept me in the loop as things progressed, they answered every question I had, and did not pressure me at any point.

Date of experience: February 14, 2025

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Reply from ImmediateAnnuities.com

Thank you, Steve, for taking the time to share your positive feedback. We are thankful that you felt the whole experience setting up your annuity contract went smoothly and you felt guided from our team the whole time. Should you ever have any questions or further requests, please do not hesitate to reach out to us for assistance. We look forward to hearing from you! Best regards, Ariel Stern

Rated 4 out of 5 stars
Verified

All good

Everyone seemed to be doing their jobs correctly, no hassle, no lazy mistakes. Good service. I don't quite get the need for so many surveys, but there ya' go.

Date of experience: January 31, 2025

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Reply from ImmediateAnnuities.com

Thank you, Susan! We greatly appreciate you taking the time to leave your positive feedback. We're also glad to hear that we met your expectations with this annuity purchase. Please let us know if there's any other way we may be of further assistance at your convenience. Hope you have a nice rest of your day! Best regards, Ariel Stern

Rated 5 out of 5 stars

5 STAR PLUS

They handled all things professionaly. I have used them 2 times before they really Know there business , nice to see! These things are not as simple as one would like. I. Am just average person, familiar, but not really aware how complex these things could be. They were excellent, this a honest review.

Date of experience: January 25, 2025

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Reply from ImmediateAnnuities.com

Thank you so much, Tom, for taking the time over the weekend to share your positive feedback. We appreciate your honesty and we are very happy you trusted us to set up your annuity contracts. Should you have any further questions or requests, please do not hesitate to reach out us for assistance. We look forward to hearing from you again! Sincerely, Ariel Stern

Rated 5 out of 5 stars

Best Place to Purchase Your SPIA !!!

While doing a lot of research for setting up income streams in my retirement, I came across several references to Immediate Annuities. Recently ( December 2024) I just purchased my third and final annuity from them. Each one of my transactions with Immediate Annuities went seamlessly. Everybody I spoke with was extremely helpful and explained everything to my satisfaction. The contracts are super clear and the interface with the insurance companies went according to schedule. I was anxious to lock in a certain payout rate before the interest rates went down again and the gentleman I spoke with helped me to obtain that rate right before it inched down again. All in all, a 5 star experience !! I am more than pleased !

Date of experience: December 09, 2024

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Reply from ImmediateAnnuities.com

Thank you so much, Anna. We greatly appreciate you taking the time and effort to provide such a detailed and helpful account of your experience working with our team of annuity specialists. We're so happy to hear that you felt the process of setting up your annuity policies was clear and simple. And that's great to hear we had just the right timing to lock in a competitive annuity rate for you. Should you have any questions or further requests, please do not hesitate to reach out to us for assistance. We look forward to hearing from you! Best regards, Ariel Stern

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