Securing the Future – Annuities Genius Achieves SOC 2 Type II & SOC 3 Certification

At Annuities Genius, security isn’t just a feature—it’s the foundation of everything we do. We are proud to announce that we have successfully completed our SOC 2 Type II & SOC 3 audits, conducted by Sensiba LLP.

Official F&G Illustrations in Annuities Genius

Exciting news! Annuities Genius now integrates with F&G, allowing you to download fully compliant official illustrations instantly.

Annuities Explained: Key Income Features and How to Make Sense of Them

Planning for retirement can feel overwhelming, especially when it comes to understanding annuities.

Annuities Genius partners with Wealthbox 💼 to simplify annuity selection!

Annuities Genius offers cutting-edge solutions for financial advisors and annuity agents, simplifying the annuity sales proc

Clarifying Crediting in Fixed Indexed Annuities: A Comprehensive Guide for Insurance and Financial Advisors

Fixed Indexed Annuities (FIAs) offer clients a way to grow their investments while avoiding direct market risk. Combining security and growth potential, FIAs are an attractive choice for many.

How To Integrate Calendly with Annuities Genius

Integrating your Calendly online calendar with your Annuities Genius web page is a powerful way to streamline appointment scheduling and enhance your client interaction.

The Secret Weapon for Advisors Outpacing the Competition

Advisors who want to stay ahead of the competition and provide unparalleled service to their clients should consider adopting Annuities Genius.

June Update: Fixed Annuity Database & New Menu

Several life improvements were shipped to Annuities Genius.

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!

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 Top Resource

The popularity and availability of income riders, including guaranteed income options, have skyrocketed. Your clients will be eager to learn about the latest choices for these fixed index annuity benefits, as understanding the income gap is essential for

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.