First Annuity Source

4.7 star rating Rating - based on 28 reviews & complaints
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.  
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Customer Reviews, Ratings & Complaints
Complaint Posted 12/9/2014
Stephen S.
Where are these other reviews coming from?
I think most of of them are shill reviews. I gave these guys a legitimate chance to produce some decent leads. I didn't get any for a while and I finally got some and they had no idea what I was calling about or showing up for. They were just NOT... Read More »
Review 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 »
Review 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 »
Review 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 have... Read More »
Review 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 A... Read More »
Review 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! Read More »
Review Posted 11/26/2011
Ryan .
Review 11/26/2011
I would highly recommend First Annuity Source. They have done wonders for my business. Read More »
Review 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! Read More »
Review 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 »
Review Posted 11/12/2011
James J.
Review 11/12/2011
The trustworthy and reliable service is why I stayed with First Annuity Source.Thanks! Read More »
Review 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!!! Read More »
Review 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. Read More »
Review 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 unabl... Read More »
Review Posted 10/9/2011
Jeremy P.
Review 10/9/2011
I am really happy with First Annuity Source. Is a great program. Read More »
Review 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. Read More »
Complaint 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 »
Review 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. Read More »
Review 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. Read More »
Review 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. Read More »
Review Posted 8/25/2011
Marry S.
Review 8/25/2011
I have already added 24 new clients. Thanks Chad. Read More »
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Additional Business Information
Hours   Monday - Friday 9:00am - 5:00pm PST Phone   (888) 478-0288 Address   6404 Wilshire Blvd. Suite 1603
Los Angeles, CA 90048
Website Email
Contact   David Brewer Other  
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