Who it's for How it works Pricing

Build Trust.
Get More Sales.
Annuities Genius.

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!

Personal DEMO

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!

Tom Hegna
Tom Hegna
President, TomHegna.com

Turn Your Clients To "Yes"

Don't just tell your prospects... Show them!

Best Interest and Compliance

Immediately build trust and confidence.

  • Fact-finder questionnaire

    Building instant rapport with clients by analyzing all the facts about them and helping him 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 and projected income riders

    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, tasks and notes

    You won't be able to loose any important piece of information or miss a critical task any more.

Ready to become a genius?
Start your free trial today.

See pricing
Here's the truth
You Cannot Gain Trust Without Technology
Clients trust advisors who use technology to eliminate concerns
by simply SHOWING the difference between annuity products.
Show your clients that you have their best interests at heart
by providing side-by-side comparisons of any product type.
It is time for complete transparency
with Annuities Genius software.
Book a Personal Demo

“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
Agent, Amerilife

56

Insurance carriers

1017

Annuities

302

Riders

How are you different as an agent?
Gain the power of using Illustrations as a Sales Tool with clients.
The only annuity software
you’ll ever need.
It’s Pure Genius and
it does it all for you.
Try for free today
Hegna

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
Brighton

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.

Watch 2-minute demo now
See all testimonials
Allianz Lincoln Midland North American Pacific Life Principal Life Prudential Reliance Standart Securian American General American National Legacy Ameritas Athene Brighthouse Global Atlantic Great American National Western Symetra The Standard Transamerica American Equity Delaware F&G Oceanview Oxford Sagicor Security Benefit American Atlantic Coast Equitrust Guaranty Income Guggenheim Libery Bankers Sentinel Equitable Nassau Re Atlantic Coast Upstream Life United of Omaha

Need time to think it over?

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.

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© 2020 Agatha Global Tech, LLC. All rights reserved.

The above information is provided solely as a comparison tool, and should be considered a supplement to the full information provided by the insurance company, if applicable. The information published at this web site is not intended to be a recommendation to purchase an annuity. Values listed here cannot be guaranteed. Please refer to each carrier’s complete product information before making a decision. You are strongly urged to consult with financial planning, tax, and legal advisors to determine if an annuity is suitable in your financial situation. Annuities are not deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the U.S. government. All annuity guarantees are subject to the financial strength of the insurance company. All rates are subject to individual carrier approval.