70+ video reviews

One Complete Platform To Sell More Annuities

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Integrity Amerilife Annexus FIG GFI

From Goals to Recommendation. In minutes, not hours.

AI does the heavy lifting — you close the business.

1 Step One

Describe the Case

Type a single sentence in plain English — age, goals, existing products, risk tolerance.

Voice PDF CRM
New Case

AI analyzing 3,000+ annuities across 110+ carriers...
2 Step Two

Generate a Recommendation

AI analyzes 110+ carriers using real product data, then builds the full case — rankings, narratives, and compliance docs.

Quote Compare Illustrate
Top 3 Matches
Scanning 3,247 products across 110+ carriers...
Product A
FIA · 10yr · 4.25% cap
0% match
Product B
FIA · 10yr · 3.75% cap
0% match
Product C
FIA · 14yr · 5.10% cap
0% match
3 Step Three

Share Client-Ready Presentation

You choose which products go in. AI turns them into a clear, client-ready explanation that closes the deal.

Personalized Branded Ready to send
GrantAI report preview

Works with tools you already use

FireLight SuranceBay Wealthbox RedTail

All types of annuities in one database

Annuities Genius is the only annuity database that includes all types of annuities in one place. Filter, compare, and sort annuities by product type, issuer, and more.

Database
  • FIAs, MYGAs, RILAs
  • Income annuities
  • Side-by-side comparison
  • Brochures & reports
  • State-specific variations
  • Real-time rates

Lifetime income rider calculator

Quote all types of riders in one place. Compare riders side-by-side and see how they affect the annuity’s performance.

Quote
  • No per-report charge
  • Side-by-side comparison
  • Increasing income
  • Performance-driven
  • Enhanced benefits

Index performance analyzer

Backtested performance for all FIAs. Compare the performance of indexed accounts side-by-side and see how they stack up against the market.

Quote
  • Returns over 10, 15 or 20 years
  • Best & worst performance
  • Custom date ranges
  • Live index values

Instant annuity illustrations

Quickly create full annuity illustrations with the click of a button. Illustrate FIAs, RILAs, MYGAs and SPIAs.

Illustration
  • Guaranteed & hypothetical
  • Scheduled withdrawals
  • Additional premium
  • All types of riders
  • Printable reports
Exclusive
Plans from $99/month 14-day free trial Cancel anytime

"With thousands of annuities on the market, how can you really recommend the right one? Well, you can't. But Annuities Genius can."

David Novak
David Novak
Founder, annuitiesgenius.com

Carriers

110+

integrated & updated daily

Annuities

3,000+

products in real-time

Riders

275+

income & benefit riders

Indices

300+

tracked & compared

Allianz American Equity American National Americo Athene Atlantic Coast Clear Spring Corebridge Delaware Life EquiTrust FG GILICO Global Atlantic Liberty Bankers Lincoln Financial MassMutual Ascend Mutual of Omaha Nassau National Western Nationwide Life North American Oceanview Oxford Life Protective Reliance Standard Royal Neighbors Sagicor Securian Sentinel Security Symetra
Allianz American Equity American National Americo Athene Atlantic Coast Clear Spring Corebridge Delaware Life EquiTrust FG GILICO Global Atlantic Liberty Bankers Lincoln Financial MassMutual Ascend Mutual of Omaha Nassau National Western Nationwide Life North American Oceanview Oxford Life Protective Reliance Standard Royal Neighbors Sagicor Securian Sentinel Security Symetra

Way More Than a Quoting Tool Everything You Need to Sell More

AI that knows everything about annuities and your client

AI-powered

Qualify & Discover

The homework your competition skips

Shareable Questionnaire
Annuity Likelihood Score
Income Gap Analysis
Client Profile Summary
Risk Tolerance Assessment
AI-powered

Sell & Close

Always know what to say next

Email Composer
First Call Script
Meeting Prep Script
Follow-up Strategy
Handle Objections
AI-powered

Stay Compliant

Never wonder if you missed something

Suitability Pre-screen
Best Interest Summary
Suitability Documentation
Risk Disclosure Language
Replacement Form Guidance
Jeffrey Hanson

"What I can do with this software in seconds would take me so much time the old-fashioned way."

Jeffrey Henson
President at Henson Financial Group
Tim Frisby

"Anyone who thinks about offering annuities to their clients MUST HAVE THIS SOFTWARE."

Tim Frisby
President of Wealthcare Consultants
Mark Williams

"Incredibly efficient for agents and marketers — carrier data is accurate, tools are fast, answers are instant."

Josh Lumme
VP of sales and marketing, Vertical Vision

Close More Cases

Every annuity agent has the same products. Not every agent walks in with the case already built.

Producers

13k+

and growing

Growth

47%

avg production increase

Premium

$200k

average per case

Productivity

>2x

faster with AI