Annuities Genius Insights

Learn how to sell more annuities together with us.

How To Update Your Profile

Short instruction on how to work with your personal agent profile.

How To Set Your First Product Deck

To begin using our product deck, here's an overview of instructions to guide you through the process.

The DOL Rule: A Game-Changer for the Annuity Industry

The rule aims to reduce conflicts of interest and ensure complete transparency in financial transactions

Preparing for the DOL Fiduciary Rule in Annuities World

Preparing for the DOL Fiduciary Rule, Annuities Genius emphasizes transparency and compliance in annuity selection.

December Update: Product Decks & Performance Analyzer

Two Important Updates Now Live

Annuities Genius Gets Redtail CRM Integration

We are excited to announce a new integration inside Annuities Genius CRM.

Unveiling Our Fresh PDF Report Design

At Annuites Genius, we understand the importance of clarity and transparency when it comes to annuity reports. That's why we're excited to announce a significant upgrade to our PDF report design!

📢 Join Our Webinar on How Advisors Use Annuities Genius & Wealthbox to Simplify Annuities Sales! 🚀

Elevate Your Skills: Join Our Exclusive Webinar on Unleashing Annuities Genius!

E-Applications Inside Annuities Genius

Create E-Applications right from inside Annuities Genius without leaving the platform.

Annuity Selection Process

Latest update brings an easy automated annuity selection process.

Annuities Genius 2023 Update

These updates are designed to improve your productivity and provide you with even more comprehensive and accurate illustrations.

April Update: New Genius Tools

New tools. New system. Simplicity and power with Annuities Genius 2.0

3 Strategies to Drive Traffic to Your Annuities Genius Website

Getting in front of new clients can feel almost impossible given the current state of things, but the only way that agents can fortify their business is by creating and capturing new leads.

Increasing Your Annuity Sales – Education and Awareness Are the Keys

By Harry N. Stout of the FinancialVerse

Income Rider VS Growth Analyzer

In this blog post, we’ll cover both the Growth Analyzer and Income Rider Calculator so you can help your clients choose the option that's best for them.

The Income Rider Calculator; An Agent’s Best Friend

The popularity and availability of income riders has SKYROCKETED and your clients are going to want to know about all of the latest options for this fixed index annuity benefit.

What Do Financial Advisors Want?

Which Financial Advisors are we talking about? They all will look different of course. A tour through LinkedIn will give you an idea of the diversity in our business.