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? How are you different as an agent? Can you stand out from the crowd?
After Annuities Genius: You're not telling your prospects, you're SHOWING what's important to them — performance, fees, riders, company rating, income, growth, surrender charge length and much more.
Get dramatic results. It's ok, you can take the credit!
Annuities are hard to understand. They need to see it with their eyes and understand WHAT are they buying.
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!
Don't just tell your prospects... Show them!
Immediately build trust and confidence.
Building instant rapport with clients by analyzing all the facts about them and helping him to achieve their real goals.
All reports are stored in client's profile for 6 years. It gives you confidence and protection.
Show your client an unbiased comparison of products.
Calculate highest lifetime income for each client individually. Offer them increasing income and interest multiplier riders.
Show your client three or five products in one report and let them make the final decision knowing the difference.
Ability to see historical performance of all indexes and backtest them with different rate lets you choose based on facts.
Be effective and save precious time.
Your personal website gains you leads that go right to your CRM to be converted in several clicks.
You won't be able to loose any important piece of information or miss a critical task any more.
“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.”
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.
Want to learn our 5-step annuity sales system? This email course gives you everything you need to become a confident advisor!
Our first goal is to educate you. Then you can educate your client.