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Power Smarter Annuity
Sales Across Your Financial Institution

Manage your product shelf, streamline workflows, and guide every advisor to the best client-fit solution
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Platform Benefits

Why Financial Institutions Choose Annuities Genius?

  • 1

    Boost sales productivity

    Boost sales productivity
    End-to-end digital processing

    Accelerate policy issuance with fully digital, end-to-end processing. Automated e-apps minimize NIGO errors and streamline every step.

  • 2

    Best Interest Compliance

    Best Interest Compliance
    Ensure every recommendation satisfies Reg BI

    Financial professionals can instantly compare multiple annuities side by side, while automatically generating detailed compliance records - making oversight and audits faster and easier.

  • 3

    Straight-Through Processing (STP)

    Straight-Through Processing (STP)
    End-to-end digital processing

    Accelerate policy issuance with fully digital, end-to-end processing. Automated e-apps minimize NIGO errors and streamline every step.

  • 4

    Product Shelf Management

    Product Shelf Management
    Set your sales on rails

    Effortlessly manage your approved annuity products, ensuring financial professionals only recommend vetted options.

  • 5

    Robust Advisor Retention and Recruitment

    Robust Advisor Retention and Recruitment
    Attract and keep top talent

    Equip your financial professionals with standout technology, including intuitive illustrations tools - helping you attract top talent and keep them engaged.

Simple integration with your favorite tools

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Your Strategic Partner

Built Specifically for Financial Institutions Like Yours

Combine compliance ease with sales effectiveness - modernize your annuity business today.

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Find Your Answers

Frequently Asked Questions

Our platform provides structured annuity comparisons, built-in compliance checks, and detailed documentation of every recommendation, helping your advisors consistently meet Reg BI obligations.
Absolutely. Annuities Genius seamlessly integrates with your existing approved product shelf, ensuring compliance and product suitability across your firm.
Through its straight-through processing (STP) capabilities, Annuities Genius significantly reduces application errors (NIGO issues), streamlines submission, and accelerates policy issuance.
No, Annuities Genius features an intuitive, modern interface designed to be user-friendly, minimizing onboarding time and maximizing advisor productivity from day one.
Offering Annuities Genius positions your firm as technologically advanced, attracting new talent and keeping existing team satisfied with superior tools and support.
You’ll receive dedicated onboarding support, ongoing training, and exceptional customer service tailored specifically for financial institutions.
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