Meet GrantAI: the first AI built for annuities

Annuities can be complex. Your day is a blur of carrier PDFs, product grids, and compliance notes - while a client waits for a clear answer.

GrantAI changes that. It’s the first AI solution purpose-built for annuities, designed to help you move from “let me dig into this” to “here’s a clear, well-documented recommendation” in minutes.

Below is a quick tour. The star of the show is the AI workflow - a guided, end-to-end flow that does the heavy lifting with you. You’ll also see how AI Navigator and AI Allocations fit in. And yes - there’s a launch offer you won’t want to miss.

The AI workflow: your end-to-end case co-pilot

The AI workflow is where GrantAI does its best work. It turns your case details into a step-by-step, auditable path from intake to recommendation.

How it works, in plain terms

Start the case
Enter the essentials - client age, state, timelines, goals, and premium. That’s it to begin.
Get smart follow-ups
GrantAI asks focused, natural-language questions only where needed (e.g., tolerance for volatility, liquidity needs, surrender preferences). No long forms. No guesswork.
See a matched shortlist
Behind the scenes, the AI sifts real product data to surface a small set of suitable options. It filters the noise and brings the signal forward.
Understand the “why”
For each option, you see a crisp, plain-English reason it fits your client’s goals - so you can explain it with confidence.
Document automatically
Every step - inputs, clarifications, and rationale - is captured. Your notes and the AI’s reasoning stay together for easy review.
Adjust and rerun
Change a parameter (e.g., time horizon or liquidity need) and the workflow instantly updates the logic and the shortlist. Scenario testing becomes fast and repeatable.

What you get, practically

A guided path that reduces back-and-forth and tab-switching.
Clear, client-ready explanations you can share right away.
An organized trail that supports oversight and consistency.

Why it matters

Speed: Less time hunting, more time advising.
Clarity: Complex rules and riders translated into everyday language.
Consistency: Same disciplined process, every case.

AI Navigator: your “top three” made simple

AI Navigator gives you a focused view of three best-fit product options for your case - not a giant spreadsheet.

What “top three” means:
GrantAI weighs your client’s facts and goals, then presents three options that best align, each with a short explanation of fit. Think of it as the short list you’d make after an hour of research - delivered in seconds.
What you see:
Key product highlights, why it’s on the list, and what to discuss with the client. If your inputs change, the top three refresh accordingly.

AI Allocations: thoughtful, editable strategy suggestions

For cases where allocations matter - especially fixed indexed annuities - AI Allocations provides a starting point you can fine-tune.

What it does:
Suggests a distribution across available strategies informed by the client profile and goals.
Why it helps:
You get a reasoned default plus a clear explanation of the trade-offs. You remain in control - tweak any percentage and the rationale updates alongside your changes. Everything is saved for your records.

Launch offer: AI Starter plan at $49/month for 3 months

To celebrate launch, we’re offering our AI Starter plan at an introductory price:

$49/month for the first 3 months if you sign up before November 7
Regular price $99/month after the promotional period

AI Starter includes the flagship AI workflow, AI Navigator, and AI Allocations - everything you need to work faster, explain clearly, and keep a clean documentation trail.

Ready to try GrantAI?

If you’ve been waiting for an AI that actually understands annuity work, this is it. Start with the AI workflow, explore your top three with AI Navigator, and fine-tune strategies with AI Allocations - all in one place.

Get the AI Starter launch pricing by November 7 to lock in $49/month for your first three months (regular $99/month).

Start your first case today and feel the difference.