Go Ahead, Compare.
Annuity Rate Watch focuses on research.
Annuities Genius guides the sale.
The Head-to-Head Breakdown
| Feature | Annuities Genius | Annuity Rate Watch |
|---|---|---|
| Business Growth & Sales System | ||
| CRM with Client Profile | ||
| Personal Lead-Gen Website | ||
| Portfolio Risk and Income Gap Analysis | ||
| Client-Facing Reports | ||
| Automated Compliance Record-Keeping | ||
| Carrier-like Illustrations | ||
| From lead to E-App flow | ||
| Annuity Selection Wizard | ||
| Simulate Retirement With & Without Annuities | ||
| Product Research & Data | ||
| All Annuity Types in One Place | ||
| Side-by-Side Product Comparison | ||
| Lifetime Income Rider Calculator | ||
| Index Backtesting | ||
| Real-Time Rates | ||
Why Top Producers Are Moving to Annuities Genius
From 2–3 Sales out of 10 to a 100% Close Rate
In my nearly 40 years as an advisor, I've never seen a tool as impactful as Annuities Genius. I went from closing 2 or 3 out of 10 leads to selling every single one of my last four appointments, doubling my annual production to $2 million in just the first 35 days.
30 Years of Experience, 10 Minutes to a Better Retirement
With 30 years of experience in retirement planning, I can tell you that Annuities Genius is a game-changer. In just 10 minutes, I can show clients a side-by-side comparison that proves they are getting the absolute best advice, saving us both hours of research and giving them confidence in their financial future.
From Skeptic to $3 Million in Sales in 8 Months
I was very skeptical at first, but after starting with Annuity Genius in April 2020, I sold around $3 million in annuities by December of that year. It’s an incredibly powerful tool for anyone serious about making money; if an old-school paper guy like me can use it, anybody can.
Annuities Genius covers your entire pipeline:
from lead to contract
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ProblemNot enough leads, no organized way to educate them and move through the funnel
SolutionProven marketing support: personal website with live annuity rates & educational webinar that sells
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ProblemNo easy way to fully understand your client’s pains and offer a recommended solution
SolutionShareable questionnaires that close the client for you
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ProblemAnalysis paralysis & constant headache while comparing and choosing annuities
SolutionSimple end-to-end flow that leaves no doubt in the right annuity choice
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ProblemSpend countless hours comparing annuities and gluing all the pieces together for an Illustration
SolutionInstant carrier-like Illustrations with a click of the button
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ProblemConstantly worrying if you operate in your client’s best interest
SolutionCompliance is done for you: deep research & record-keeping
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ProblemEndless and complicated paperwork
SolutionSend applications to carriers without leaving the platform
- You want to grow your business, not just research it.
- You value your time and want to automate paperwork.
- You believe in educating clients with clear, professional materials.
- You need an all-in-one solution that integrates with your existing tools.
- Your primary need is a raw data feed of annuity rates.
- You prefer to build all client-facing materials manually.
- You have a separate, robust system for compliance and proposals.
- You prefer assembling your own tech stack for client management and proposals.
Stop Juggling Spreadsheets.
Start Closing Clients.
Annuities Genius transforms raw data into a complete sales platform, so you can stop doing busy work and focus on what matters.
- Create Reports: Most users can generate a client-friendly report in minutes.
- Educate Visually: Use interactive illustrations in meetings to show clients exactly how their retirement could look, building trust and understanding.
- Automate Your Workflow: From finding the best products for your client's needs to capturing e-signatures, we streamline every step.
Frequently Asked Questions
