Stop Losing Annuity Sales to a Broken Process
Your complete annuity sales pipeline
Engage Prospects
Attract traffic and engage with an automated annuity webinar
Discover Goals
Uncover goals and risk tolerance with interactive questionnaires
Research Annuities
Illustrate annuity options within the retirement plan
E-App & Compliance
Submit the E-App and store all data in one client profile
Avg premium on the platform
Carriers on the platform
Producers using the platform
Avg production increase
Productivity by using the platform
We cover your whole pipeline: from lead to contract
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ProblemNot enough leads, no organized way to educate them and move through the funnel
SolutionProven marketing support: personal website with live annuity rates & educational webinar that sells
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ProblemNo easy way to fully understand your client’s pains and offer a recommended solution
SolutionShareable questionnaires that close the client for you
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ProblemAnalysis paralysis & constant headache while comparing and choosing annuities
SolutionSimple end-to-end flow that leaves no doubt in the right annuity choice
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ProblemSpend countless hours comparing annuities and gluing all the pieces together for an Illustration
SolutionInstant carrier-like Illustrations with a click of the button
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ProblemConstantly worrying if you operate in your client’s best interest
SolutionCompliance is done for you: deep research & record-keeping
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ProblemEndless and complicated paperwork
SolutionSend applications to carriers without leaving the platform
Simple integration with your favorite tools
The Shift That Changed Everything
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Michael StokesA Registered Investment Advisor (RIA)Problem
Tried multiple annuity software tools. None delivered the depth, speed, or accuracy needed for real client conversations.Solution
Adopted Annuities Genius in 2021 for powerful filters, real-time updates, and comparison tools used live with clients (in office and over Zoom).Results
Issued:$140 millionin annuity premium from new and existing clients — without hard selling. -
Jim & DanPartners, Retirement Income Planners, RIAProblem
Spent excessive time researching suitable annuities, needing a better way to ensure fiduciary duty and transparency prove to clients they were getting the best, unbiased options.Solution
Adopted Annuities Genius for its efficiency and unbiased, comprehensive product comparisons. Used live with clients, including via Zoom, to foster collaboration and build trust as educators, not salespeople.Results
Issued:$20 millionin annuity premium since adoption, now achieving $5M+ monthly — all while enhancing compliance and transforming sales pitches into trusted, educational consultations.
The Shift That Changed Everything
Producer, ready to try it for yourself?
Get leads to closed deals through a carefully crafted process, with the data you can trust.
Beyond Producers: Powering the Entire Annuities Ecosystem
Centralized Access to Annuity Solutions
More than 100 carriers on the platform
Start Closing Deals in a Single Meeting
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!
Trusted by Producers Nationwide
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Annuities Genius is the best value in FinTech/InsurTech, simplifying due diligence and providing vital information instantly!
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Annuities Genius helped us write $62 million in FIA business, making our lives easier and significantly more compliant!
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By saving me crucial time, Annuity Genius helped drive $70,000 in commissions in two months —it's the best tool I've used in 30+ years!
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Annuities Genius helped me make a year's income – $56,000 – in one day by cutting 4 hours of work to 15 minutes!
Col MathewsNewly licensed annuity advisor
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With Annuities Genius, our production skyrocketed from $50 to $100 million in just 12 months!
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I sold around $3 million worth of annuities in 9 months because of Annuity Genius
You Cannot Get 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.