The Annuity Expert Reviews

Shawn Plummer, CRPC

Chartered Retirement Planning Counselor

Read what annuity buyers are saying about working with The Annuity Expert. Check them all out here and here.

Virginia B. – Florida (Did not Buy An Annuity)

I wanted to let you know that I’ve made the decision not to move forward with the annuity.  Thank you so much for all the time you spent with me and for helping to make a well-informed decision.  Your title of “The Annuity Expert” is so well deserved.

James B. – Nebraska

Made process easy. New ideas. Great way (in my opinion) to pass on to that person who may need a little help in the future. Thanks.

Arkay V. – Pennsylvania

Whole process was smooth and clear. Great service. Thanks, Shawn

Kelly B. – Washington

Great experience! Shawn was very responsive and made the process very simple. Appreciated his honesty and transparency with respect to LTC mandated by the state. I would highly recommend him.

Katty C. – Virginia

Quick to respond to my email appropriately. Knowledgeable and dependable on professional suggestions. Willing to help and solve questions and problems.

John E. – Washington

Shawn was great and very knowledgeable. He knew and understood the rules associated with the Long Term Care law associated with the St of WA. Would recommend Shawn to anyone else facing the same circumstances.

Marina E. – Illinois

Like many of you, who desire to purchase the annuities, but have no knowledge of the subject, I spent so much time talking to the different agents in the hope to get help. I was lost among the different products, did not understand the definitions, conditions, calculations, but experienced heavy sales pressure from the people who did not care about my needs, but their own commissions. From the first conversation with Shawn, I knew that he is the one I can trust, and I never was disappointed with him.
His knowledge, patience, quick responses to all the questions and inquiries were priceless. My husband and I made our choice with the right person and the best products that met our needs.

If you are reading this review, you, most likely in the same search as I was two months ago. Don’t waste your time by reeling among the salespersons, call Shawn and you would be disappointed!

Shannon B. – Washington

Shawn has been very helpful in navigating an area in which I have no expertise. He was professional, responsive and patient when answering my many questions.

Larry C. – Massachusetts

Shawn’s product knowledge is impressive. When I found him online I reached out to try and help my neighbor decide if the policy her advisor was recommending was the best for her needs, Shawn responded promptly, asked some key questions, and offered his candid opinion. He later alerted me to a rate change.on her selected policy that required her to accelerate her application. I never felt Shawn was trying to do anything more than be helpful—even knowing my neighbor would not likely change her advisor. His candor snd professionalism was much appreciated. If you’re in the market for an annuity, The Annuity Expert should be your go-to site.

Penny W.

Shawn was very helpful in clarifying the details regarding the withdrawal of funds from my TSA!

Joyce M. – Indiana

Shawn was knowledgeable, helpful, and did a wonderful job of guiding us through the process. He kept us informed and responded quickly to our many questions.

Ruth E. – Colorado

Overwhelmed by the amount of information available on annuities, I decided to use “The Annuity Expert” website to help me sort things out. Shawn was gracious and very patient with my many questions; he listened and understood my needs; and took the time, every time, to provide thorough answers and/or examples. His efforts were extremely helpful as they provided a method that allowed me to focus only on applicable annuities based on the specific needs I shared with him. Shawn took the time to provide scenarios of annuities that might fit me best. This part of his process ensured me that we were still on the same page as he refined his results based on further questions/feedback I had. Thanks to Shawn, what began as an intimidating process of annuity shopping, turned into a process of making informed decisions. He never applied pressure, only patience, all the while providing a platform where he shares his expertise and insight about annuities and has been a tremendous resource.

Yari G. – California (Someone who decided NOT to buy an annuity)

Since buying annuities is a serious matter, I interacted with quite a few agents, and financial advisors in order to find the best annuity, yet, I always found myself coming back to Shawn. Just from his own invested website you already notice that Shawn has deep knowledge on the subject of annuities, more than anyone else I talked with. I never felt any pressure from Shawn to buy an annuity, his presentations were very thorough and clear, and he was very patient with his explanations to ensure that I understand every detail. To sum up, Annuity Expert is one of the best places to purchase annuities.

Kelley R. – Washington

Shawn was great at setting up a long-term care annuity. He was able to find me a policy, where others could not. He was a great communicator and took the time to answer my questions. I would strongly recommend The Annuity Expert to others.

Michael F. – Massachusetts

I got all the help I needed, got all my questions answered, and had great support through the whole process. I was also provided with very valuable advice. Thank you!

Charles Z. – Texas

Spent a good amount of time trying to help me with my issue. Spent the time needed to make sure I understood the options to pursue to get the right answers to my questions.

Howard H. – New Hampshire

With so many various annuities promising good rates, I received excellent help from the “annuity expert”. He was able to explain well the various choices and help me with solid advice to make the right decision for my financial future. I would HIGHLY recommend using the great service.

David A. – Georgia

I reached out to Shawn after reading his helpful blog to get advice on an annuity my parents were stuck in from Allianz. He spoke to us for an hour and gave some great advice on their options going forward–all without any pushy sales tactics. It was a great and refreshing experience and I would recommend Shawn to anyone seeking advice on annuities and retirement planning.

Paul B. – Florida

My brother and I had concerns about nonqualified annuities. Shawn took the time to clarify these issues. We would recommend him to anyone with questions on this subject or any other retirement vehicle that is within his expertise.

David U. – Florida

I have been working with Shawn at The Annuity Expert and this has been a great experience. As a retired Life Insurance agent I can appreciate when someone goes about their business in a very professional way. Shawn has provided me with the information I was looking for and offered suggestions that were right on target. I am hopeful that after figuring out the correct numbers fruition will be accomplished. You rest assured you are in good hands dealing with Shawn at The Annuity Expert.

Shannon B – Washington

Shawn has been very helpful in navigating an area in which I have no expertise. He was professional, responsive, and patient when answering my many questions.

Peeyush R. – Washington

Shawn was super responsive and professional in our effort to get Annuity/LTC coverage. Definitely recommended if you are looking for an agent!

Tony R. – Washington

I had a great experience getting my annuity in place. At the start of the process, I was a bit lost as I had never had an annuity and did not know what to expect. Happily, all my questions were answered promptly along the way. After my initial inquiry, I received the policy disclosures so it was only a matter of completing the application and funding the policy once approved. The only unknown was how long the process would take. I had a deadline that could not be missed and actually received the policy three weeks ahead of when it was needed. Again, great experience!

Shawn Plummer, CRPC

Chartered Retirement Planning Counselor

Shawn Plummer is a Chartered Retirement Planning Counselor, insurance agent, and annuity broker with over 14 years of first-hand experience with annuities and insurance. Since beginning his journey in 2009, he has been pivotal in selling and educating about annuities and insurance products. Still, he has also played an instrumental role in training financial advisors for a prestigious Fortune Global 500 insurance company, Allianz. His insights and expertise have made him a sought-after voice in the industry, leading to features in renowned publications such as Time Magazine, Bloomberg, Entrepreneur, Yahoo! Finance, MSN, SmartAsset, The Simple Dollar, U.S. News and World Report, Women’s Health Magazine, and many more. Shawn’s driving ambition? To simplify retirement planning, he ensures his clients understand their choices and secure the best insurance coverage at unbeatable rates.

The Annuity Expert is an independent online insurance agency servicing consumers across the United States. The goal is to help you take the guesswork out of retirement planning and find the best insurance coverage at the cheapest rates

Scroll to Top