Part 1 of 2
Hand ChatGPT a whole client case
Age, state, money type and amount support a first quote. Add the start age for income.
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Switch to Work. In the box, type @ and pick Annuities Genius.
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Use only your firm's approved AI workflow. Minimize and de-identify the case before you paste it.
my client is a 62-year-old married woman in California with $400,000 in a Traditional IRA. She wants guaranteed income starting at 67 for both her and her husband (he's 64), and she doesn't want to risk principal in the market. Compare the 3 best options and tell me which one you'd show her first and why.
Date every figure. Mark every figure you worked out yourself. If you cannot reach Annuities Genius, say so and give no figure.
Select the text and copy it.
Do not paste names, contact details, exact birth dates, account or policy numbers, health details or full statements. Confirm the privacy notice and any required authorization. Confirm the vendor contract and security controls.
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Check the options against the full client profile before any client sees them.
Verify each claim in current carrier documents. Follow state rules. Use only material your carrier and firm allow.