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“This is what I have needed for years. I am going to close so many more cases! Wish we could keep this a secret.”

Jeff Henson , President at Henson Financial Group
100% free course

Digitalize Your Annuity Sales.

A free video course offers a step-by-step guide to mastering the art of annuity sales.

Get free access to Module 2

“$30 Million Dollars Annuity Producer” is a step-by-step video guide to mastering the art of annuity sales. You will learn:

Are you a financial advisor looking to expand your business and increase your earnings?

Have you considered selling annuities, but don't know where to start?

This comprehensive Annuity Sales Course is designed specifically for you.

Our course offers a step-by-step guide to mastering the art of annuity sales. You'll learn the ins and outs of annuities, including the different types available, how they work, and their benefits.

We'll also provide you with the tools and strategies you need to successfully market and sell annuities to your clients.

By the end of the course, you’ll have all the confidence you need to communicate the benefits of annuities to your clients and help them secure their financial future.

Get all five free modules straight to your inbox

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Six modules of pure annuity sales experience

Watch the videos about the digital annuities sales system. The course covers getting leads, qualifying prospects, making annuity quotes for different client types. It also explains how to be transparent with a client and gain trust quickly.

  1. Setting up the table

    • How automation can help you
    • How to make prospects listen to you
    • How to be ready for every client meeting
    • How to earn the "right to sell"
  2. Retirement questionnaire

    • How to start a conversation with a prospect
    • How to uncover hidden fears of the client
    • Which questions to ask prospects to find out their needs
    • How can AI help you sell more annuities
  3. Income planning

    • How to effectively present lifetime income on FIA’s
    • How to use the income gap to sell annuities
    • How to find emotional reasons for income planning
    • How to generate lifetime income quotes for the prospect
  4. Accumulation planning

    • How to select crediting options that are right for your clients
    • How to keep accumulation strategy simple
    • How to use backtested performance in presentations
    • How to finish the first appointment with a client
  5. Legacy planning

    • Who can be interested in legacy planning
    • How do death benefit riders work
    • How to find the right legacy annuity for a client
  6. BONUS! Annuity lead generation

    • How to generate free annuity leads from social media
    • How to build a converting website to capture leads
    • How to organize initial communication with the lead

Resources

Here's what you get as a bonus

The course doesn't end with the last video. Automate your personal annuity sales system and keep in touch with industry leading experts and news.

  1. Annuities Software

    Access to annuities software that covers all your needs as financial advisors.

  2. Weekly industry update

    Weekly digest of new annuity products, sales techniques and more.

  3. Community of annuity advisors

    A private Facebook group where annuity experts share their experience.

Get the whole course now

Enter your email address and you'll get the whole course for free straight to your inbox.

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How do you stand out from the crowd?

Join hundreds of successful agents & advisors

“Anyone who thinks about offering annuities to their clients MUST HAVE THIS SOFTWARE.”

Tim Frisby

“What I can do with this software in seconds would take me so much time the old fashion way.”

Jeffrey Henson

“Annuities Genius helps agents document the how and why a product was chosen and provides proper compliance with new industry regulations.”

Mark Williams

“I recommend this for anyone who wants to triple their annuity sales this year!”

Steven DeJohn

“I am really glad I signed up to use your Annuities Genius and I would recommend it to anyone in our business.”

Frank Passmore

“You can find THE best annuity for a client based on what’s important to THEM.”

Tom Hegna

“It will assist in saving me time and make our firm more efficient in today’s environment. The transparency for the client will be priceless.”

Rick Stanzione

“Thank you for creating and simplifying the process for selecting annuities. All the best.”

Frank Ragonese

“We began using Annuities genius in our Retirement Income Planning firm just a couple weeks ago and it has already made a tremendous positive impact!”

Eric Scoggins

“I have been in the business for 30 years and tried every software on the market but this annuity genius has transformed my business.”

Robert Cannon

“AnnuityGenius filled the last gap in my ability to provide the best information to all my clients in the annuity market.”

Robin Lee

“AnnuitiesGenius is EXACTLY the solution I’ve been looking for to get me out from behind my computer and in front of potential clients.”

Jonathan Howard

“Your Annuity Genius software is saving me a huge amount of time!”

Gary Alden

“Just wanted to let you know that I signed on to start using annuities genius late last week, and have closed on a $300K annuity using the software.”

Bill Kearney

“AnnuitiesGenius provided me with virtually everything I need to help my client in with best interest requirements”

Barry Boscoe

Ready to start?
Get the course now.

Frequently asked questions

We encourage transparency with your clients when selling annuities. That's why we are 100% transparent with you too.

Why is the course free?
We believe that the best way to help you sell more annuities is to provide you with the best tools and resources. We want to help you succeed. We give away our experience and sales strategies that you can use together with our software.
Who is the course for?
Are you a financial advisor looking to expand your business and increase your earnings? Have you considered selling annuities, but don't know where to start? The course is for everybody who wants to learn more about selling annuities.
How long does it take to complete the course?
The course is designed to be completed in 1 hour. However, you will receive one video per day, so that the course doesn't interrupt your working schedule.
What is required from me?
The course is 100% free and you don't need to provide any personal information. However, we do ask you to provide your email address so that we can send you the videos.