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With thousands of annuities on the market, how can you really recommend the right one in the age of the Best Interest Standard? Well, you can’t.
But Annuities Genius CAN! You can find THE best annuity for a client based on what’s important to THEM - performance, fees, riders, company rating, income, growth, surrender charge length and more!
Imagine dramatic results. Instanlty gain trust of every prospect in front of you. Don`t just tell your prospect — show them.
Tested in the marketplace and proven to help close more business
Everything you need is gathered in one place within a click of a button
Your clients participate in the decision-making process, increasing your credibility and building trust
Beautiful, easy-to-read client reports help you close every sale. The platform is compliance-approved so clients know they are getting complete and accurate information.
The powerful CRM system documents and stores your analysis, allowing you to "show your work" and protect your practice
No more paying for multiple tools. No more context switching. All you need, in one place — at your fingertips
The only annuity software you’ll ever need that allows you to sell annuities virtually
Full access to real-time annuities data.
Search and sort by just about anything.
Anyone who thinks about offering annuities to their clients MUST HAVE THIS SOFTWARE. As a fiduciary, I have strived to find the best products for my clients but never have I had anything that can make the difficult task not only quick and efficient but a means of PROVING to a client that I am an Annuities Genius seeking the absolute best for them.
As a $15Million a year Producer with FIA’s for the past 20 years I can assure you I’ve never seen an “easier way to sell” Annuities with a click of the mouse. Your prospects will realize “You work for them” not any one Annuity Carrier. Our Advisors loved it! David is one of the most energetic 24 hour a day entrepreneur! I recommend this for anyone who wants to triple their annuity sales this year!
I have been very happy with AnnuitiesGenius since signing up for the software. AnnuitiesGenius provided me with virtually everything I need to help my client in with best interest requirements in selecting the appropriate annuity to meet the clients goals. I highly recommend this program for anyone offering annuities to their clients.