Stop Losing Annuity Sales to a Broken Process

Cut through product overload and take control of your entire sales journey from lead capturing to submitting the e-app
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Platform Impact by the Numbers
$350k

Avg premium on the platform

100+

Carriers on the platform

10k+

Producers using the platform

50%

Avg production increase

>2x

Productivity by using the platform

We don't just provide exceptional illustrations...

We cover your whole pipeline: from lead to contract

  • 1

    Generate & Educate Leads

    Fill your pipeline with leads

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    Generate & Educate Leads
    Problem

    Not enough leads, no organized way to educate them and move through the funnel

    Solution

    Proven marketing support: personal website with live annuity rates & educational webinar that sells

  • 2

    Identify your client’s needs

    Discovery process with intuitive tools

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    Identify your client’s needs
    Problem

    No easy way to fully understand your client’s pains and offer a recommended solution

    Solution

    Shareable questionnaires that close the client for you

  • 3

    Find the best annuity every single time

    Research that is almost done for you

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    Find the best annuity every single time
    Problem

    Analysis paralysis & constant headache while comparing and choosing annuities

    Solution

    Simple end-to-end flow that leaves no doubt in the right annuity choice

  • 4

    Compare & Illustrate professionally

    Persuade while backed by data

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    Compare & Illustrate professionally
    Problem

    Spend countless hours comparing annuities and gluing all the pieces together for an Illustration

    Solution

    Instant carrier-like Illustrations with a click of the button

  • 5

    Fiduciary-ready Compliance

    Your sound sleep is on us

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    Fiduciary-ready Compliance
    Problem

    Constantly worrying if you operate in your client’s best interest

    Solution

    Compliance is done for you: deep research & record-keeping

  • 6

    Close the deal with an e-app

    Closed Won is faster than you think

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    Close the deal with an e-app
    Problem

    Endless and complicated paperwork

    Solution

    Send applications to carriers without leaving the platform

Simple integration with your favorite tools

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From struggle to scale

The Shift That Changed Everything

  • Michael Stokes
    Michael Stokes
    A 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 million
    in annuity premium from new and existing clients — without hard selling.
  • Jim Dan
    Jim & Dan
    Partners, Retirement Income Planners, RIA
    Problem

    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 million
    in annuity premium since adoption, now achieving $5M+ monthly — all while enhancing compliance and transforming sales pitches into trusted, educational consultations.
Now is the time

Producer, ready to try it for yourself?

Get leads to closed deals through a carefully crafted process, with the data you can trust.

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If you're new: education and guidance every step of the way
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Got experience? We'll speed up your sales process

Beyond Producers: Powering the Entire Annuities Ecosystem

No more silos or fragmented systems, just an end-to-end sales process in one platform
Distributors
Coach and track producers in real time. Gain a competitive edge by multiplying agent performance.
Boost business
Financial Institutions
Control product shelves, ensure Reg BI compliance, and monitor advisor activities.
Enhance compliance
Carriers
Get distribution intelligence, product visibility, and field engagement without hiring an intelligence team.
Unlock Insights

Centralized Access to Annuity Solutions

Lifetime income riders, FIAs, MYGAs, SPIAs, LTC riders, bonuses, and index analysis
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More than 100 carriers on the platform

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From the thought leaders:

Start Closing Deals in a Single Meeting

Tom Hegna
Tom Hegna
President, tomhegna.com

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!

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How the right tools changed their annuity game

Trusted by Producers Nationwide

  • Randy Cashmore
    Randy Cashmore

    Seasoned financial professional

    Linkedin
  • Jim Files
    Jim Files

    $60M producer holistic retirement

    Linkedin
  • David Rainwater
    David Rainwater

    Market Leader at AmeriLife

    Linkedin
  • Col Mathews
    Col Mathews

    Newly licensed annuity advisor

  • Josh Lumme
    Josh Lumme

    VC of Annuity Sales and Marketing

    Linkedin
  • James M. Dattilo
    James M. Dattilo

    MD, AmeriLife North Florida

    Linkedin
Here's the truth

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.

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