Part 2 of 2
Hand Claude a whole client case
Begin with Using Annuities Genius:. Then give the facts needed for a first quote.
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1.
Open a new chat. Paste the case and send it.
Using Annuities Genius: 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.
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2.
Claude shows the facts it will send. Check them, then click Allow once.
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3.
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.