The Annuity Software is Awesome!
As a fiduciary, I have strived to find the best products for my clients but never have I had anything that can make the difficult task not only quick and efficient but a means of PROVING to a client that I am an Annuities Genius seeking the absolute best for them.
Thank you for making this annuity comparison software available. God bless you and your team of programmers.
Pure Genius David, PURE GENIUS!
What I can do with this software in seconds would take me so much time the old fashion way, and the presentations are so beautiful and powerful.
I’ve already sold 2 cases with my first 2 tries and I’m still learning to use it. I have been in this business for nearly 39 years and I have never seen anything like it.
This is what I have needed for years. I am going to close so many more cases! Wish we could keep this a secret. Lol. Pure Genius David, PURE GENIUS!
Jeffrey J. Henson Sr.
Annuities Genius is THE ultimate tool
It is not only the premier source for comparing annuities across carriers, but embedded in the software are numerous calculators, planning strategies and in-depth concept reports.
A subscriber receives side-by-side comparisons and one-page summaries that show annuity contract details, benefit information, and how the crediting of interest works within the products.
Annuities Genius helps agents document the how and why a product was chosen and provides proper compliance with new industry regulations.
Take a free look today inside the newest “must-have” features of Annuities Genius.
President/CEO Brokers International
It makes me more of a professional
#1 - it saves me time by helping me to compare products in just a minute. I use to have to call people and hope to get the info I needed to make a sale.
#2 - it shows me the updated rates and all information I need on a product in just a minute.
#3 - I believe it makes me more of a professional when talking to a prospect because I can show them not just tell them about a product.
I am really glad I signed up to use your Annuities Genius software and I would recommend it to anyone in our business.
CEO of Certified Planners Group, LLC
The Industry Standard for Annuity Software
As a product specialist, I have to stay up to date on what is competitive in the marketplace. I had several software applications I used on a daily basis and the Genius has nullified the need for those and has really simplified case design by allowing me access to an all-in-one software.
The Genius is, and will be, the industry standard for annuity software. Thank you David!
Vice President of Marketing at Gradient Insurance Brokerage
Annuities Genius CAN!
Well, you can’t. But Annuities Genius CAN! You can find THE best annuity for a client based on what’s important to THEM - performance, fees, riders, company rating, income, growth, surrender charge length and more!
Advisors Loved It!
As an owner of an IMO and a producing agent I made sure we had David present at our day and half training class and our Advisors loved it! David is one of the most energetic 24 hour a day brainstorming entrepreneur, that you are attracted to his energy and this incredible software! I recommend this for anyone who wants to triple their annuity sales this year!
Transparency for the client is priceless
It provides the best selection of annuities for my client and prospects along with historical performance, fees, riders, company rating, income, growth, surrender charge length and permits this to be shown to our clients in our office as part of our holistic planning process. The software keeps up to date with carrier changes and fills many gaps that frees up my time of researching just a few selected companies normally used. Thanks again for your support and all you do.
Rick B Stanzione
RFC®, President & CEO
Everyone Should Use AnnuitiesGenius!
Thank you for creating and simplifying the process for selecting annuities. All the best.
Frank Ragonese, Ph.D.
Registered Investment Advisor
It has made a tremendous positive impact
What use to take us many, many hours in analysis to determine that we were making the right product recommendations now takes just a few clicks of the mouse and BOOM! Done!
Incredible tool at the right time as the BIC Rule is here.
Eric Scoggins, CFP®
This is a truly a game changer
Now with annuities genius I scan thousands of annuities and provide them with a customized detailed report for every client. This is a truly a game changer . Thank you David Novak for creating the Annuity genius.
Robert Cannon AIFA
AnnuityGenius filled the last gap…
I was quoting life insurance to a client yesterday and he mentioned he had a 401k from a former employer he’d like to move somewhere else. I opened AnnuityGenius on my desktop, clicked off the options that aligned with his investment goals, and instantly the top 25 options opened up.
Blew his mind, blew my mind, and within minutes we were on the carrier’s website filling out an electronic app. Start to finish around 30 minutes, I have never sold an annuity so fast!
AnnuitiesGenius is EXACTLY the solution
AnnuitiesGenius is EXACTLY the solution I’ve been looking for to get me out from behind my computer and in front of potential clients. Rather than running brute force illustrations over several days to make sure my recommendations meet my potential clients’ goals, AnnuitiesGenius gives me a tool that can provide the same information in a beautifully designed report within minutes. Our firm aspires to provide comprehensive, transparent advice to our clients, and AnnuitiesGenius ensures that we’ll be able to carry that philosophy into the world of annuities.
It’s been a Major Asset
Thanks David for creating an incredible annuity software and for your passion to help us advisors out in the field!
My Client Was so Happy to Get Income Rider
I put in her information in the income rider calculator. It immediately showed two companies higher than she getting now by around $200 per month.
Then I said my concern is what if you need more income later. I showed her the tab for increasing income. It showed only 15 companies. I clicked the button and it showed a company starting today with about $35 more per month, but with the potential opportunity to keep going up if there is a positive in her index.
She looked at me and said I like the increasing one. Let's do this. Paperwork filled out and she was so happy.
Thanks again for this awesome product.
Gregg MacInnis, Family Financial
I wrote an application for $177k
Using your annuity software, I was able to quickly show him the payments he would receive in 3, 4, 5, and 6 years.
The client was impressed with out the companies changed according to the different years. He also liked that he could see the income rider fees as well. I wrote an application for $177k.
Saving me a huge amount of time!
You guys have thought of everything. Now, I don’t have to go to a dozen different websites and run hypos from a dozen different carriers.
In addition, my B/D compliance department loves this because I can show them I did my due diligence when selecting the right product for a specific situation/client.
Thanks for putting together a super product!!
Closed on a $300K annuity
We anticipate in the first full week of using this system, we will have a total of $600k in new production ready to go.
Thanks again for the time this morning by phone and your willingness to help me. This annuity software is truly going to change lives!
Provided Everything Needed to Meet Best Interest Requirements
Barry Boscoe, CFP®
Won a $400k case!
Thanks Annuities Genius for helping me close this $400k case! Annuities Genius help to ensure my clients gets the best product for their needs.
I also have another $220k in the pipeline from an email that generated an appointment in 15 minutes. Annuities Genius is like an Ace of Spade!
This will really streamline my business
This will really streamline my business and giving me more time to market yet make an extremely professional presentation to prospects. Thank you.
Brian N. Drake
Exactly What Industry Needs
I believe strongly in simply educating and empowering people to make informed decisions. The info available within Annuities Genius does exactly that. It helps agents and consumers get a clear picture of all options. It is excellent!
VP of Marketing
Gradient Financial Group
Annuities Genius is brilliant!
In the past, I was forced to spend hours reviewing illustrations in order to find my clients the top performing FIAs. Now, with just a few clicks, I have all the info I need immediately!
The clients love it because they know they are getting the best annuity for their needs. It also gets rid of some the activities that are an mental drain for me! What’s most exciting is that AG is helping me achieve my production goals faster!
The industry has needed tool like this for a long time! Thank you!
Show the Best Annuity for Each Situation
Stuart Raider, CLU® ChFC® President
It has become a must use tool for me
It also allows me to print simple reports or run easy calculations for product comparison.
It has become a must use tool for me; and should be for our advisors too!