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Stop wrestling with outdated tools. Annuities Genius breaks down how AI can actually change the annuities sales game for you.
From discovery and suitability to client education, illustrations, compliance docs, and e-app hand-offs — everything works smarter, faster, and with less stress on you.
GrantAI
Top-3, Explained
See GrantAI turn client inputs into the three best annuities and explain each pick in human language.
Chat That Closes
Ask in plain English - GrantAI answers like GPT, explains trade-offs, and suggests the next step you can take on the spot.
One-Click FIA Allocation
Watch AI set a diversified, defensible mix and capture the basis for compliance.
Too many products, too little time
AI narrows it down to 2–3 best-fit products based on your client goals
Clients don't "get it"
Turn complexity into plain-English visuals your client will understand
Data scattered across tools
Whole pipeline in one place with AI on top, from leads to e-app.
Compliance anxiety
Auto-log decisions, attach docs, and prep audit-ready notes in seconds.
Discover AI-powered flow from leads to closed deals.
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