Why isn't this product showing for my client?

Every product has limits. Your AI checks your client against the main ones, for free.

1. 1.

   Put your product's full name in the bracket. Paste the prompt and send it.

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   Using Annuities Genius: look up [product name] and tell me why it does not come up for my client. She is 73, lives in New York and has $100,000 of non-qualified money, which is money outside a retirement account. Check state, age limit, amount, money type, how it is sold and my deck, without running a quote.

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2. 2.

   Read the answer: a yes or a no for the state, the age, the amount and the type of money.

   You are done when the answer names the limit. A hidden product may be under maintenance and direct you to support.

3. 3.

   In the same chat, ask what else the carrier sells in her state. This is free.

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   Which other products from this carrier are available for her age, state, amount and money type? Show each sales channel and current product-record limits. Do not say I can sell one. List the license, training, appointment and firm approvals I must confirm. Use lookups only, with no quote.

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   In New York, a carrier may sell through a separate New York company. Your AI should look there.