Ask GrantAI about the client

GrantAI is the AI assistant on your client's page. Send it one task and read how it works the case.

Do it in Genius

All cases→ your client→ GrantAI→ More→ Find best-fit annuity

Practice Client, run before 3 Nov 2026: GrantAI's top pick paid $15,345 a year from 68. It was Fee-based, so not for a commission sale.

Rates change every day, so yours will differ.

Open your clients in Genius (opens the app in a new tab)

In the app: CRM → All cases

(opens full size in a new tab)

1. 1.

   Open your client's page. Under the Ask GrantAI box, click More, then Find best-fit annuity. It sends at once.

   Ask here, not in the corner help button. Your client's name shows in Current client at the top.

2. 2.

   GrantAI shows its work line by line. Read the Calculating line: it names the gender and start age it used.

   Income rider

   A benefit, optional or built in, that sets lifetime withdrawal income. The contract says what it costs and how it works.

   Practice Client: "Reading the case", then "Calculating level income riders for female starting at 68".

3. 3.

   On the Practice Client the top option paid $15,345 a year from 68. Four more came within about $800.

   Fee-based

   Sold with a fee for investment advice, usually with no sales commission. Only an authorized adviser may charge that fee.

   That pick was Fee-based, rider fee 1.10%. On commission, skip it. Income is not a yield on the $150,000: never quote it as a rate.

4. 4.

   On commission? Ask again, in the same box, without Fee-based products.

   Copy

   Quote again without Advisory or Fee-based products. I am paid commission.

   Select the text and copy it.

   In GrantAI the row you can sell showed $14,573 at 68. The calculator shows $15,810. Check the first payment year.