Complete Package To Sell More Annuities
Before Annuities Genius: With thousands of annuities on the market, how can you really recommend the right one? Are you truly offering the best option to your clients?
After Annuities Genius: You have a TRUSTED product validation process with record-keeping. All in one place.
Simple integration with your favorite tools
“What I can do with this software in seconds would take me so much time the old fashion way.”
“Anyone who thinks about offering annuities to their clients MUST HAVE THIS SOFTWARE.”
“Annuities Genius is THE ultimate tool that should be in every insurance producers tool bag.”
A Fundamentally Different
Annuities Experience
Stop disrupting the client experience by using multiple annuities tools.
You have everything you need in one place, and more.
Retirement survey
Take control of the retirement planning proccess.
Comprehensive CRM
Lead and manage your clients with ease.
Record-keeping
Reg BI compliance is covered for you.
Side-by-side comparison
Compare any annuities to each other.
Carrier-like illustrations
Instant universal illustrations from one place.
Lead generation
Personal lead-generating website.
Annuity Selling System
That Just Works
Five simple steps to get you selling more annuities in no time.
Generate leads
Use your custom personal website to generate leads and grow your business.
- Lead-capture forms
- Phone validation
- Customer cabinet
- Live chat & SMS
Qualify prospects
Retirement freedom questionnaire will help you to easily point out your client's problem and suggest the best solution.
- Retirement survey
- Risk assessment
- Budget planning
- Income gap
Quote annuities
Quote all types of annuities and riders in one place. Find top-performing solutions and print side-by-side comparison.
- Lifetime income
- Safety & growth
- Guaranteed accumulation
- Enhanced Legacy
- FIAs, RILAs & MYGAs
- SPIAs & DIAs
Compare illustrations
Quickly create full carrier-like annuity illustrations with the click of a button. Illustrate FIAs, RILAs, MYGAs and SPIAs.
- Instant calculation
- Beautiful reports
- Carrier-like feel
Send applications
Send applications to carriers directly from the software. No more paper applications.
Platform that sets you apart
How are you different as an Agent/RIA?
Best Interest and Compliance
Immediately build trust and confidence.
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Retirement freedom questionnaire
Building instant rapport with clients by analyzing all the facts about them and helping them to achieve their real goals.
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Online record-keeping
All reports are stored in client's profile for 6 years. It gives you confidence and protection.
close annuity leads
Top-Notch Annuity Tools
Show your client an unbiased comparison of products.
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Guaranteed income rider calculator
Calculate highest lifetime income for each client individually. Offer them increasing income and interest multiplier riders.
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Side-by-side comparison reports
Show your client three or five products in one report and let them make the final decision knowing the difference.
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Index performance and backtesting
Ability to see historical performance of all indexes and backtest them with different rate lets you choose based on facts.
Sales system and CRM
Be effective and save precious time.
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Personal lead generator
Your personal website gains you leads that go right to your CRM to be converted in several clicks.
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Client profile designed for annuities
You won't be able to lose any important piece of information or miss a critical task any more.
Ready to become a genius?
Watch online demo now
The most powerful annuities dashboard on the market
The smarter way for insurance agents to do great work. Full access to real-time annuities data. Search and sort by just about anything.
“This program is a time saver and a great education tool. I use it for presentations and also to educate myself on how and what each annuity offers.”
95
Insurance carriers
1078
Annuities
462
Riders
Start in 15 minutes or less
You shouldn’t have to feel confused about selecting annuities. Try Annuities Genius and people will feel that you act in their best interest. It’s the annuities tool both you and your clients will love.
“With thousands of annuities on the market, how
can you really recommend the right one in the age of the Best Interest Standard?
Well, you can’t. But Annuities Genius CAN!
You can find THE best annuity for a client based on what’s important to THEM - performance, fees,
riders, company rating, income, growth, surrender charge length and more!”
Join thousands of happy Agents/RIAs
As a $15Million a year Producer with FIA’s for the past 20 years I can assure you I’ve never seen an “easier way to sell” Annuities with a click of the mouse. Your prospects will realize “You work for them” not any one Annuity Carrier. Our Advisors loved it! David is one of the most energetic 24 hour a day entrepreneur! I recommend this for anyone who wants to triple their annuity sales this year!
I have been very happy with AnnuitiesGenius since signing up for the software. AnnuitiesGenius provided me with virtually everything I need to help my client in with best interest requirements in selecting the appropriate annuity to meet the clients goals. I highly recommend this program for anyone offering annuities to their clients.