Every Tool You Need.
One AI That Uses Them.

From carrier research to compliance narratives — Annuities Genius covers every step of the sale.

Cases Analyzed

110+

Carriers

3,000+

Products

$200k

Avg. Premium

Core Platform

Four powerful modules that replace an entire shelf of legacy tools.

110+

Carriers

3,000+

Products

<2 min

Illustration Time

>2x

Productivity with AI

AI-Powered Sales Copilot

Your AI Assistant — Built
for Annuity Sales

An AI copilot that knows annuities inside and out. Get instant answers, generate client materials, and close more business — all through natural conversation.

GrantAI

Online

What do you need
for your client today?

Ask GrantAI anything...

One Prompt Away

Find best-fit annuity Qualify client Generate income plan Create questionnaire First call script Handle objections Compare vs alternatives Tax impact analysis Compliance check Appointment email Follow-up strategy Proposal letter

Client Discovery & Qualification

Qualify prospects with an AI-generated Annuity Likelihood Score. Generate needs-analysis questionnaires and build client profiles automatically.

Likelihood Score Risk Assessment Financial Snapshot

Income & Retirement Planning

Calculate retirement income gaps, model withdrawal strategies, design Social Security bridge plans — all backed by real annuity data.

Income Gaps RMD Coordination SS Bridging

Product Research & Comparison

Get AI-curated product recommendations based on client profiles. Compare features, riders, rates, and carriers with detailed analysis.

Best-Fit Match Rider Comparison Rate Analysis

Objection Handling

Anticipate client objections and get tailored, persuasive rebuttals. From "fees too high" to "I need to think about it" — instant responses.

Fee Rebuttals Liquidity Concerns Market Counters

Compliance & Suitability

Automated suitability checks, best-interest documentation, state-specific compliance guidance, and senior-specific suitability reviews.

Suitability Narrative Reg BI State Rules

Client Communication

Generate appointment emails, call scripts, follow-up strategies, proposal letters, and referral requests — personalized to each client.

Call Scripts Follow-up Cadence Proposals

Advanced Strategies

Annuity laddering, IRA/401k rollover analysis, multi-annuity portfolio design, Roth conversion modeling, 1035 exchange analysis, and NQ stretch strategies — all at your fingertips.

Try Annuities Genius Free