Genius CRM: Annuity Proposals That Close Save My Seat
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Part 2 of 4

Learn four terms and check them in the product details

Ask your AI to explain four terms and name the field behind each. Then check it against the data.

  1. 1.

    Stay in the same chat. Paste this and send it. Looking up a product is free.

    Using Annuities Genius: Take the fixed index annuity with the income rider from your last answer. Look up its product details. That is a free lookup, not a new quote. In plain words, explain participation rate, cap, surrender charge and benefit base. For each term, name the field in the product details where you found it.

    Select the text and copy it.

  2. 2.

    Participation rate is the share of the index gain credited. The cap is the most interest credited in a period.

    Fields: participation_rate and cap_rate.

  3. 3.

    A surrender charge can reduce an early withdrawal. The benefit base calculates income and is not cash.

    Fields: surrender_schedule for the charge. In the rider, rollup_rate is how fast the base grows. fee_base is the base the fee is charged on.

You're done when each of the four terms comes with a field name. The details show how the base grows, not the income.
Watch out: New chat? Your AI has no earlier answer. Name the product. Give the client's age and state, plus the type of money. Some carriers say income base for benefit base.
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