First Annuity Source

4.8 star rating Based on 27 reviews
First Annuity Source, founded in 2005, prides itself on being the premier appointment setting company for financial advisors and insurance agents across the United States.  
View map / directions
Marketing Consulting Services

          9062 page views
Customer Reviews & Ratings
Posted 2/12/2013

Carolyn W.
Thank you
I started using First Annuity Source 11 months ago, and they have added to my success in several ways. For one, my appointment setter strives for quality not quantity of the leads. The online account is extremely simple and user friendly, and the ... Read More »
Posted 10/19/2012

James M.
I have a team behind me!
I have a team behind me at First Annuity Source that is out there to help me acheive my goals. With the help and tools that they provide I have been able to write more annuities this year than ever. Emily has been a true help to me, and I wanted t... Read More »
Posted 10/19/2012

MDRT Producer
Dan, this is for you. Great Job
I did this as a favor to Dan, because he has really helped me make a lot of money this year. Their program is unique in that you have to have the right expectations. You can't just expect to show up at someone's home and expect that person to ha... Read More »
Posted 12/3/2011

Timothy F.
They are great!
Getting accurate product information is extremely important to me as I work through case planning. I need reliable information so I can make the most informed decisions with my clients and I always get detailed and correct information from First ... Read More »
Posted 11/27/2011

Burton B.
Review 11/27/2011
Alex at First Annuity Source given me advice that has increased my wealth. I am so glad I made the decision to call First Annuity Source. Thanks!
Posted 11/26/2011

Ryan .
Review 11/26/2011
I would highly recommend First Annuity Source. They have done wonders for my business.
Posted 11/18/2011

Tony R.
Review 11/18/2011
First Annuity Source is able to prepare you for your future and point you in the right direction to achieve financial goals through professionalism.I highly recommend!
Posted 11/15/2011

Edna S.
Review 11/15/2011
I've used this company for several years and each year I'm reminded of why I keep coming back! They are so polite and down to earth. They are interested in their clients interests and lives - everything seems so personal. These people know what th... Read More »
Posted 11/12/2011

James J.
Review 11/12/2011
The trustworthy and reliable service is why I stayed with First Annuity Source.Thanks!
Posted 10/25/2011

michael V.
Review 10/25/2011
I would strongly recommend John and First Annuity Source to anyone. A class above the rest.Thanks!!!
Posted 10/20/2011

Larry C.
Review 10/20/2011
Alex,is great at really understanding our short and long term needs. He is quick to respond to our questions and financial needs. He is always thinking one step ahead for us.
Posted 10/15/2011

Review 10/15/2011
It would be my pleasure to speak on behalf of not only First Annuity Source, but namely you Mike. I cannot say enough for all that you have done for me in the past 3 years. Before working with you, I was at a point in my practice where I was una... Read More »
Posted 10/9/2011

Jeremy P.
Review 10/9/2011
I am really happy with First Annuity Source. Is a great program.
Posted 9/10/2011

John C.
Review 9/10/2011
First Annuity Source is the best program of financial consultancy.Your customer service is excellent, thank you to all.
Posted 9/1/2011

michael k.
Review 9/1/2011
I am very unhappy with this service. I was told I would be getting face to face appointments with people that were interested in annuities. So far I have not met with a single person. I am given "appointments" where the appointment setter says how... Read More »
Posted 8/31/2011

Beatrice N.
Review 8/31/2011
This is the second time I have renewed I have had nothing but success. Thanks Again.
Posted 8/30/2011

Alice M.
Review 8/30/2011
I never thought it would be possible to bring on Financial Clients outside of my book of business. Michael talked me into buying their proffesional program and has successfully proven me wrong. Thanks again Michael.
Posted 8/28/2011

James J.
Review 8/28/2011
I love it! The appointments are sent to me in real-time and they are quality.
Posted 8/25/2011

Marry S.
Review 8/25/2011
I have already added 24 new clients. Thanks Chad.
Posted 8/24/2011

Benny M.
Review 8/24/2011
I never thought it would be possible to bring on Financial Clients outside of my book of business. Michael talked me into buying their proffesional program and has successfully proven me wrong. Thanks again Michael.
You are viewing page 1 of 2