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I’ve been placing business through Evervest for about six months now, and what a great experience it’s been! People actually follow up with me. My account manager, Zack, is the best person I’ve ever worked with and keeps me abreast of changes in the annuity market. Their case management for submitted business is really solid, too. If you’re producing annuity business with anyone else and are tired of poor service and lack of follow-through, you should talk to Evervest!

Working with EverVest has been a great experience. Especially John E., he is my marketing product specialist. He is professional, has great insurance ideas for my clients. And a great conversationalist.

If you are in independent agent or financial advisor, I highly recommend working with EverVest.

I like EverVest for handling most of MYGA products. they have a very strong team members including the sales and customer services. Zack is my major contact person. because his fully support and diligently follow up for every case, I am very satisfied with his services and working attitude that customer always is top priority.

Amazing relationship with Zack at EverVest. He is on top of the game. Super quick to respond to requests for help and case designing for clients. His help is so incredible.

I have a great relationship with my contact person John Egan. He always answers my phone calls promptly returns my messages. I have been associated with a number of IMO’s over the years and EverVest ranks right up at the top with any of them. They offer professionalism and great service. I am glad to be associated with them.

Dave and his team from Evervest are just Absolutely Incredible!!! Dave has provided the Best Quality of Service and Relationship Building Experience that any financial professional wants and deserves to be a part of in the financial industry.

I was attracted first by the owner of the company having provided outstanding service and education to me when I was quite new in the business. I was most fortunate to be matched up with John as my point of contact. John is extremely knowledgeable in fixed and fixed indexed annuities, very responsive to requests that I make for information and illustrations and provides great follow up service. Russell Cook, Easel Insurance Specialists.

David is great, always attentive to my needs, very knowledgeable and up to date on all the products that they offer. When he is not available someone in his team always answers the phone by the 3 ring and makes sure to pass him my message asap. Great company to do business with, I highly recommend them.

I love working with everyone at Evervest. Their girls up front are great. Dave S. has been a total asset and great to work with. Dave number 2 – also fantastic. Really everyone in the company is helpful, quick to respond and kind. Great people. You can’t go wrong bringing them your business. A+ work.

I’ve been working with David now about 5 years, he’s always helpfully when trying to find the right product for my clients and he does the extra things for me that mean a lot David and Holly have always had my back and keep me update on all my cases…

I have been working with Evervest for a long time and find them to be most knowledgeable, helpful, honest, and always professional. Being an independent advisor requires that we have the absolutely best support to help us to educate and solve our client’s needs and objectives. In our case at Statewide Retirement Planning Co. and Academy, our job is made so much easier through our relationship with Evervest. Thankfully, they are an integral part of our team and help make us that much more successful.

Working with David was a great experience! Highly recommend!

Everyone at EverVest is an absolute delight to work with. I’m an independent Financial Advisor doing millions in annuity business and David S. is my favorite he constantly keeps me up to date and checks in with me for new and pending business and the person that scrubs my application is actually really good at their job which is the first time I’ve experienced that. Soooo Happy!!

Known Matt for many years. He is honest, straightforward, knowledgeable and runs his business with integrity. Holli and the support staff are hardworking, quick to answer emails and phone calls all with a positive and supportive attitude. Great folks at EverVest.

I was attracted first by the owner of the company having provided outstanding service and education to me when I was quite new in the business. I was most fortunate to be matched up with John as my point of contact. John is extremely knowledgeable in fixed and fixed indexed annuities, very responsive to requests that I make for information and illustrations and provides great follow up service. Russell Cook, Easel Insurance Specialists