Before the call: what changed since last week?

Re-run the search before the application. See what moved and what is scheduled to change.

1. 1.

   Copy last week's list from your email or notes, with its date. Your AI cannot compare with numbers it never saw.

2. 2.

   Open a new chat. Paste this, add last week's list with its date, and send it.

   Copy

   Using Annuities Genius: last week I showed my client 3 fixed indexed annuities (FIAs) tied to the S&P 500. She is 61 and lives in Florida. She has $200,000 in a Traditional IRA (an individual retirement account).

   She signs next week. This is what I sent her: [paste last week's list]

   Run the same search today and show the first 3. Date every figure and list each scheduled change. Mark every result unverified until I confirm the carrier rate sheet, legal issuer, state and firm availability, authorized illustration, rate lock and funding deadline.

   Select the text and copy it.

3. 3.

   Every figure needs a date. Every product needs a yes or no on scheduled rate changes.

   A scheduled change shows the date it takes effect and what changes. Tell your client before she signs.