The most powerful annuities dashboard on the market

Virtual Sales Platform

  • Instantly gain trust of every prospect in front of you
  • Double or triple your annuity production
  • Stand out from the crowd
Get your free 7-day trial after demo!
30 days money back guarantee

If you’re not 100% satisfied with the software, just contact Support. Your original payment method will be credited with the full amount.

Free plan available

Explore Annuities Genius on the free plan with limited amount of features. You can upgrade, downgrade or cancel anytime!

No commitments

You're not locked into a long-term deal. Pause your subscription anytime and subscribe back with just a click.

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!

Tom Hegna
Tom Hegna

See why everyone is addicted!

Imagine dramatic results. Instantly gain trust of every prospect in front of you. Don`t just tell your prospect — show them.

  • Increase Sales

    Tested in the marketplace and proven to help close more business

  • Save Time

    Everything you need is gathered in one place within a click of a button

  • Be Transparent

    Your clients participate in the decision-making process, increasing your credibility and building trust

Genius Dashboard
#1 software to help
close annuity leads

How are you different as an agent?

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.

  • Suitability and Best Interest

    The powerful CRM system documents and stores your analysis, allowing you to "show your work" and protect your practice

  • Productivity and ROI

    No more paying for multiple tools. No more context switching. All you need, in one place — at your fingertips

  • Virtual Meetings

    The only annuity software you’ll ever need that allows you to sell annuities virtually

Genius Mobile

Comprehensive Annuities Database

Full access to real-time annuities data.
Search and sort by just about anything.


Insurance carriers





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.

Timothy Frisby
Timothy Frisby
President, Wealthcare Consultants

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!

Steven DeJohn
Steven DeJohn
Founder, Advisors Ignite USA

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.

Barry Boscoe
Barry Boscoe
President, Brighton Advisory Group

Ready to dive in?
Schedule your personal demo.