Name the job, then narrow to three

Name one job for the client's money, then let Navigator narrow the list to three products. You choose, not the app.

Do it in Genius

All cases→ your client→ Qualify→ Navigator→ Lifetime Income→ Top 3 Annuity Options

Practice Client, 3 Nov 2026: Navigator starts at 1401 annuities and ends on three cards. The top card pays $15,810 a year.

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.

   Name the one job from their ranking and the gap: income or growth. Income? Open Qualify, Navigator, then Lifetime Income.

   The Lifetime Income door leaves 207 products.

2. 2.

   Answer each step. Practice Client: With access to funds, Move money one time, Single female, start at 68, Level income, rating A-.

   Watch Annuity products left on the left. It counts the products still in play.

3. 3.

   Read the three result cards. Compare Rider Fee, Surrender Length and Free Withdrawal side by side.

   On commission? Skip a card with Advisory in its name.

4. 4.

   Want a second look? Click Run GrantAI Analysis (once it has run, the button reads Comparison Report). You still choose the product.

   The analysis is a second look in words. Compare the three cards yourself and decide from them.