Leveling Up: Important Year-End Updates to Your Toolkit
As we approach the end of the year, we’re doing some winter cleaning to make your experience faster, smarter, and more intuitive. Based on your feedback and usage patterns, we are streamlining our platform to focus on the tools that bring you the most value.
Here is a breakdown of the changes coming by the end of December.
1. A New View for Fixed Index Annuities
We are officially retiring the old FIA database interface to make room for something much detailed. We have added a brand-new List View to the current version. This makes scanning, sorting, and comparing products easier than ever before.
Will be launched end of December 2025
2. Risk Analyzer is Evolving
We are saying goodbye to the legacy Risk Analyzer questionnaire. Why? Because we have developed more powerful ways to understand your clients.
Going forward, you can utilize the Suitability and Retirement Freedom questionnaires for compliance and planning. Plus, we are leaning heavily into GrantAI for conversational fact-finding. It’s a more natural, modern way to gather client data.
3. Income Rider Calculator: New Look, Same Power
The old Rider Calculator is retiring. If you haven't tried the new Income Rider Calculator yet, now is the time! We’ve pushed significant UX updates to the new version, making it cleaner and easier to navigate.
4. Variable Annuities Update
Due to low usage, we will be removing the Variable Annuities (VA) database. However, this isn't the end of the road for VA data. We are currently working on plans to integrate VA capabilities directly into GrantAI in the future, making it an on-demand resource rather than a static database.
What do you need to do?
These changes will take effect by the end of December. We recommend logging in this week to familiarize yourself with the new List Views and try out a fact-finding session with GrantAI.
