Move 1
Tell Genius about her in three sentences.
Type her the way you'd describe her to a colleague, or paste your meeting notes. Genius fills in the case: age, state, money, goal. You check each field.
Free course for life, health and Medicare agents
Make more money on your first appointment.
The products, the math, the proposal and the application. 14 free lessons show you every move on your own clients.
Start lesson 1 — free
Continue where you left off
Lesson 1 is one evening and one client: your first case, start to finish.
New case
Move 1 of 7
Single woman, 66, in Texas, working until 68.
$150,000 in a traditional IRA, about $40,000 saved.
Wants income she can't outlive, starting at 68.
Prefill form
Her income from 68
$1,318 a month
calculator example, not a quote
Your clients are retiring with IRA, 401(k) and CD money.
Someone will help them turn it into income they can't outlive. You already have their trust.
The average case is $200,000.
One annuity case for a client you already have can pay for years of Genius.
You choose. Genius does the math.
GrantAI and the calculators compare products across 110+ carriers.
Follow one case, move by move.
The course's practice client: a woman, 66, in Texas, with $150,000 in a traditional IRA. She wants income from 68. The money comes from the two meetings the course sets up: meeting one finds her real problem and books meeting two; at meeting two you show the plan and end with a decision or a date. Here is every move from the first sentence to the application, and the lesson that teaches it.
Move 1 of 7: Three sentences
66, Texas, $150k IRA
Move 2
GrantAI reads the meeting and tells you what changed.
After meeting one, paste the transcript. GrantAI saves the facts to her file and flags what changes the plan: she works until 68, so the two years before income starts are not a gap to fill. You check the answer. You decide.
Move 3
Three products to show her, not three hundred.
Her goal, age, state and IRA go in. Three income options come back, with the rider fee, surrender years and free withdrawal side by side. Check each one's sales channel before you pick: the middle one, $15,345, is fee-based, and a commission agent skips it.
Move 4
"How much a month?" Find the answer on one screen.
It's the question every client asks. At meeting one you say you will find out. Then set income to start at 68, switch to monthly, and every option lines up by monthly income from the calculator: from $1,318 down the list. Skip fee-based rows, and confirm the one you pick in the insurer's illustration.
Move 5
A proposal with your name on it.
Before meeting two, Genius turns the option you pick into an 8-page proposal, "A Paycheck for Life", and you read it as she will. On commission, re-quote a fee-based pick on a row you can sell first. At the meeting you confirm her facts, then show it. If she asks for it sooner and her facts are confirmed, turn on the private link: Genius tells you when she opens it.
Move 6
"My money will be locked up." You already have the answer.
Before you show her the proposal, GrantAI drafts the seven objections she is likely to raise, with answers built on her own numbers. Including the honest part: what larger withdrawals would cost her.
Move 7
The application, prefilled from her file.
She says yes. You run the compliance check and confirm her details, then the e-application opens for her state and prefills from the client details you already entered. After the sale, the annual policy review keeps her your client.
That's one case. Now run the same seven moves on a client of yours.
Lesson 1 walks one whole case with you. The rest of the course takes each move apart, with real screens and your own clients.
Start lesson 1 — freeTop producers already know how to sell annuities. We help everyone else sell like one.
A client at the kitchen table asks: “How much a month?”
Before the course
“Let me find out and get back to you.”
- You refer the 401(k) rollover to someone else and hope the client comes back.
- You name the one product you heard about, without checking it fits.
- The meeting ends with no homework and no date, so nothing gets booked.
After the course
“Let me run your numbers and show you at our next meeting. Which day works?”
- You run the first meeting yourself, with every fact on one screen.
- At meeting two you show up to three options in a proposal with your name on it. The client decides.
- You answer the objections, end each meeting with a decision or a date, and submit the application.
Meeting one is lesson 3. Meeting two is lesson 9.
The whole road: 14 lessons.
62 short parts, 7 quizzes and 4 practice tools inside the lessons. Free and self-paced. Every part is done in Annuities Genius, on a practice client or a real one.
A move you watched above
- 1Your first case, start to finish One evening, one client: enter them, send GrantAI a task, check the rows, build a proposal to read first.
- 2Open the annuity talk with clients you already serveWho to call, the one question that opens the talk, your booking page, and a short call. Annuities stay out of every Medicare appointment.
- 3The first meeting: find the real problem Their agenda, every fact, the risk in dollars, the fit check, three products from Navigator, then meeting two.
- 4Read the product card before you quote Read four places on the product card: the rider, the exit, who it takes, and its rate history.
- 5The income play: how much a month? Answer "how much a month?" in Genius. Every option on one screen, the income test, the fee, the start age, the gap and the tax.
- 6The growth play: gains with limitsOffer a fixed rate or an index annuity. Check the insurer, the index and the limits before you quote.
- 7The legacy play: your life clientsLife insurance is your home turf. Ask about money a client will never spend. Show what a contract pays the named beneficiaries, and what a care option pays.
- 8The review play: the annuity they already ownCall the owner, test the contract against today's quotes and count what leaving costs. Replace only for a clear gain, with the papers in order.
- 9Meeting two, with the proposal ready Check the proposal, confirm the facts, show your options, and end with a decision or a date.
- 10Answer the objections you will hear GrantAI drafts seven answers. Then three money objections each get their own screen in Genius: cost, "let's wait" and the average-return trap. A last part covers a client holding another agent's proposal. Agree first, then offer a next step.
- 11Close the sale, then keep the client Run Compliance check, then apply and move the money. After the sale, deliver the contract and set the review. No sale yet? Plan the follow-up.
- 12Real meetings, taken apartFive real meetings, one turning point each, and the Genius screens that run the same case step by step.
- 13Your book as a pipelineTest your website's quote form and call back each request. Then work five names from All cases: profile, play, proposal.
- 14Words in plain English, and where to askSay what an annuity is in a minute. Know whom to ask: GrantAI for a client, help for the app, video for the screens.
What agents tell us about selling with Genius.
“It's got my name on it… it makes me look professional.”
“It closes deals for me. No doubt about that.”
“Instead of me spending an hour and a half… juggle the numbers.”
“Even if I have one client a month that would pay off.”
Licensed agents, in their own words, from our customer interviews.
- carriers
- 110+
- agents on the platform
- 15K+
- IMOs
- 200+
- average premium per case
- $200k
- Type II security audit
- SOC 2
Pick one client you already serve.
Lesson 1 takes them from three sentences to a draft proposal you read first.
Start lesson 1 — free
14 lessons, self-paced.