Genius CRM: Annuity Proposals That Close Save My Seat
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Part 1 of 4

Prepare for the first annuity meeting

Build the fact finder first. Then show the income gap beside one dated product figure.

  1. 1.

    Open a new chat. In ChatGPT Work, type @ and pick Annuities Genius first. Paste and send this.

    Using Annuities Genius: prepare me for a first meeting tomorrow. The prospect is 63 and married. She lives in Virginia.

    She has about $350,000 in a 401(k). She is considering leaving the money in her 401(k) or rolling it into an IRA after retirement. Ask about plan fees, choices, services, creditor protection, withdrawals and guarantees before treating a rollover as decided. She worries about the market, and about her husband if she dies first.

    Give me the questions to ask, in order. Say in one line what each answer changes. List the facts I still need before real quotes.

    Select the text and copy it.

  2. 2.

    Use the ordered questions with her. Complete the fact finder before requesting any product figure.

    Record income and spending. Record debts and liquid assets. Record the goal and timeline. Record investment experience and risk tolerance. Record tax status, each answer and any refusal.

  3. 3.

    Open a new chat. Paste the completed, de-identified fact finder, then paste this prompt.

    Using Annuities Genius: use the completed fact finder above. First calculate her before-tax income gap from client-confirmed spending, Social Security and pensions. If she wants an after-tax gap, list the missing tax facts and stop. Confirm whether a rollover is permitted and how much she may move. Then give one dated joint-income figure for that amount, with the product, payout option and assumptions. If the profile is incomplete, give no product figure.

    Select the text and copy it.

  4. 4.

    Check the gap uses confirmed inputs. Check the quote uses the same eligible amount and a matching start date.

    The figure names the product and payout option. It states its assumptions. It also shows the source and date. Use no figure if facts remain incomplete.

You're done when you have ordered questions, the missing facts, the income gap and one dated figure with its assumptions.
Watch out: Carriers ask for more. Their forms differ by carrier, by product and by state. Your marketing organization (IMO) can tell you what each needs. No date means a guess. If your AI cannot reach Annuities Genius, use no figure from memory. Fee-based (Advisory) products may be ranked first: treat the top figure as a talking point.
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