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.

Are you an agency?

Simple integration with your favorite tools

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Interactive Demo —
Jeffrey Hanson

“What I can do with this software in seconds would take me so much time the old fashion 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

“Annuities Genius is THE ultimate tool that should be in every insurance producers tool bag.”

Mark Williams
CEO at Brokers International

A Fundamentally Different Annuities Experience

Other Annuities Tools

Stop disrupting the client experience by using multiple annuities tools.

The Annuities Genius Experience

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.


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.

Personal website
  • 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.

  • Retirement freedom questionnaire

    Building instant rapport with clients by analyzing all the facts about them and helping them to achieve their real goals.

  • Online record-keeping

    All reports are stored in client's profile for 6 years. It gives you confidence and protection.

Genius Dashboard
#1 software to help
close annuity leads

Top-Notch Annuity Tools

Show your client an unbiased comparison of products.

  • Guaranteed income rider calculator

    Calculate highest lifetime income for each client individually. Offer them increasing income and interest multiplier riders.

  • 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.

  • Index performance and backtesting

    Ability to see historical performance of all indexes and backtest them with different rate lets you choose based on facts.

Genius Mobile

Sales system and CRM

Be effective and save precious time.

  • Personal lead generator

    Your personal website gains you leads that go right to your CRM to be converted in several clicks.

  • 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

Here's the truth
You Cannot Gain Trust Without Technology
Use transparency as a marketing tool for annuity sales. Show your clients that you have their best interests at heart by providing side-by-side comparisons.

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.

Allianz Lincoln Midland North American Pacific Life Protective Reliance Standart Securian American General American National Legacy Ameritas Athene Brighthouse Global Atlantic MassMutual National Western Symetra The Standard Transamerica American Equity Delaware F&G Oceanview Oxford Sagicor Security Benefit American Atlantic Coast Equitrust Guaranty Income Clear Spring Libery Bankers Sentinel SILAC Nassau Re Nationwide Upstream Life Mutual of Omaha Aspida

“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.”

Lisa Marie
Lisa Marie
Agent, Amerilife


Insurance carriers





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.

7-day free trial
Quick onboarding
Starts at $59/month
Tim Frisby

“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!”

Tom Hegna

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!

Steven DeJohn
Steven DeJohn
Founder, Advisors Ignite USA

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.