Be Compliant.
Be Transparent.
Get More Sales.
Before Annuities Genius: With thousands of annuities on the market, how can you really recommend the right one in the age of the Best Interest Standard? Are you truly offering the best option to your clients?
After Annuities Genius: You have a TRUSTED product validation process to determine client suitability. You keep impeccable, comprehensive records. You have an all-in-one, compliant sales process.
Annuity Validation
for Best Interest
Annuities Genius provides several components that assist with Reg BI compliance.
- Fact-finding questionnaire
- Choose the product that meets your client’s main financial objectives.
- Risk analyzer
- Make your decisions based on client's risk tolerance.
- In-app voice recorder
- Record your conversations with ease.
- Comprehensive CRM
- All of your client information in one place.
- Record-keeping tool
- Every report that you print is stored for 5 years.
- Side-by-side comparison
- Give your client options and let them decide.
Two Reasons Clients
Will Say "No" To You
-
They don't understand what you are selling
Annuities are hard to understand. They need to see it with their eyes and understand WHAT are they buying.
-
If they don't trust you, they won't buy from you
Build trust by educating your client. Every decision you make should be in the service of your client's best interest.
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!
Turn Your Clients To "Yes"
Don't just tell your prospects... Show them!
Best Interest and Compliance
Immediately build trust and confidence.
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Fact-finder questionnaire
Building instant rapport with clients by analyzing all the facts about them and helping him 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 and projected income riders
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, tasks and notes
You won't be able to lose any important piece of information or miss a critical task any more.
Ready to become a genius?
Get your personal demo now
by simply SHOWING the difference between annuity products.
by providing side-by-side comparisons of any product type.
with Annuities Genius software.
“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.”
56
Insurance carriers
1017
Annuities
302
Riders
you’ll ever need.
it does it all for you.
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.
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.
