Send the follow-up email the same day

Your AI drafts the email from the numbers it just ran. You edit it and send it.

1. 1.

   Open a new chat. Paste this and send it. It says how you are paid.

   Copy

   Using Annuities Genius: I'm an independent agent paid by commission. My client is 66 and single. She lives in Tennessee.

   She has $180,000 in a Traditional IRA (an individual retirement account). She wants income from age 70 and some money she can reach.

   Prepare two options with their trade-offs. Leave out products sold only for a fee (Advisory) and say how each one is sold. Then write my follow-up email in plain words.

   Use the rider fee (the yearly cost of the income feature) and the withdrawal rules from the product details. Put the date of the numbers in it. No links. No promised returns. After the email, list each date and fee with the field in the product details it came from.

   Select the text and copy it.

   Each option should say how it is sold and where each date and fee comes from. A fee found only in a description needs checking.

2. 2.

   Verify every date and fee. Use only approved client material and carrier-authorized illustrations. Edit the email, send it and keep a copy.

   Ask your agency or carrier whether your comparison needs approval.