Lesson 2 of 14 · Part 1 of 5

Pick your first five

Not everyone. Start with clients who have a reason to talk. That means savings near retirement, a life or final expense policy you sold, or an annuity they own.

Do it in Genius

All cases Create Client

Practice Client, 3 Nov 2026: Create Client has + AI import. Her row shows 66 y/o in TX (Texas) with a Traditional IRA.

Open your clients in Genius

In the app: CRM → All cases

The list of clients in All cases: the Create Client button with + AI import, the CRM import buttons, the REPLACEMENT: + Statement button and the Practice Client row.

1.

Mark clients near or past Medicare age with savings, an IRA or a 401(k), and no pension.

Example: 66, Texas, a $150,000 Traditional IRA, goal Generate Income. This is the Practice Client.
2.

Mark clients near retirement who bought life insurance or final expense cover from you. Ask what their savings are for.

After a life or final expense sale, ask which they want next: retirement income, protection from market drops, or legacy.
3.
Mark anyone who owns an annuity.

Reviewing a contract they own is an easy first call. Say you sell insurance.
- Owns an annuity? Call the owner
4.
Add the five in All cases. Click Create Client, the button with + AI import on it, once per client.

Genius has no tasks or reminders on a client. Keep your call days in your own calendar.
- Fill in one client: the first case

You're done when five clients with a reason to talk are in the app. I did this

Watch out: Not in a Medicare appointment. Medicare Advantage and Part D rules bar annuity marketing there. See Medicare clients.

Sources