Skip to the lesson

Let GrantAI draft the seven answers

In our run on the Practice Client, GrantAI wrote seven answers to likely objections, on her numbers. Read yours before the meeting.

Do it in Genius

All cases your client GrantAI More Handle objections

Practice Client, 3 Nov 2026: on a Fee-based product, GrantAI answers "locked up" with a 10% yearly withdrawal, about $15,000. Larger amounts risk an MVA.

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

The start of GrantAI's Handle objections answer for the Practice Client: seven likely objections, the first with its rebuttal on her numbers. (opens full size in a new tab)
  1. 1.

    On the client's page click More, then Handle objections. Our run gave seven answers on her numbers, built on a Fee-based product.

    On commission, ask GrantAI again for a row you can sell.

  2. 2.

    Check each figure and caveat against the screens before you use the words.

    Answer one says 10% a year is free of surrender charge. Check MVA, rider effect and tax first.

  3. 3.

    Pick the two objections this client will most likely raise. Say each out loud: agree first, then the figure, then a next step.

    "10% sounds too good to be true": GrantAI called it a payout percentage on a base, not a yield.

You're done when you have gone through the answers GrantAI wrote and marked the two you will use.
Watch out: GrantAI can be wrong. Check each figure against the screens. This run used a Fee-based product, which a commission agent cannot sell.
Sources