Live Webinar | October 28

Forget How You Sold Annuities
Welcome to the AI era

Miss this, and you'll miss your future

Secure your spot - It's Free

(Can't make it? Register to get the recording)

Annuities now speak the language your client wants to hear

Stop wrestling with outdated tools.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.

G

GrantAI

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What you'll see LIVE

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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.

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Meet Your Speakers

Simplify your annuities sales game with AI

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🤯 Problem

Too many products, too little time

😎 AI Solution

AI narrows it down to 2–3 best-fit products based on your client goals

😕 Problem

Clients don't "get it"

💡 AI Solution

Turn complexity into plain-English visuals your client will understand

📂 Problem

Data scattered across tools

⚡ AI Solution

Whole pipeline in one place with AI on top, from leads to e-app.

😬 Problem

Compliance anxiety

📝 AI Solution

Auto-log decisions, attach docs, and prep audit-ready notes in seconds.

Get answers before you join us live

Frequently Asked Questions

Yes. Register to get the replay link even if you can’t attend live.
No. This session is built for financial advisors, not data scientists. If you interact with annuities, you’ll get it.
No, everyone is welcome.
Independent agents, RIAs, and broker-dealers who want to learn how AI makes their sales cycles faster and simplifies workflows.
Absolutely. If you’re just starting out, you’ll learn how AI can guide you through product selection and client education with less guesswork.
Bring them in – this is about streamlining your entire pipeline, not just quotes.
Yes. The live walkthrough shows the entire flow – from client intake to product recommendation to e-application hand-off.
Yes. The platform maintains documentation, notes, and audit trails. Your firm’s policies still apply, but AI helps keep everything organized and compliant.

Save My Seat for October 28

Discover AI-powered flow from leads to closed deals.
Register now to secure your spot - entrance is free but the seats are limited.

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(Can't make it live? Register anyway to get the recording and materials)