Digitalize your annuity business

Everything you can possibly need to present, choose and sell annuities in one place at your fingertips.

  • Instantly gain trust of every prospect
  • Double or triple your annuity production
  • Stand out from the crowd
No credit card required

Selling annuities is now simple.
And fast.

But don’t just take our word for it. We’ll let the product do the talking.

All types of annuities in one database

Annuities Genius is the only annuity database that includes all types of annuities in one place. Filter, compare, and sort annuities by product type, issuer, and more.

Database
  • FIAs, MYGAs, RILAs
  • Variable annuities
  • Income annuities
  • Side-by-side comparison
  • Brochures & reports
  • State-specific variations
  • Real-time rates

Lifetime income rider calculator

Quote all types of riders in one place. Compare riders side-by-side and see how they affect the annuity’s performance.

Quote
  • No per-report chart
  • Side-by-side comparison
  • Increasing income
  • Performance-driven
  • Enhanced benefits

Top performing FIA accounts

Backtested performance for all FIAs. Compare the performance of indexed accounts side-by-side and see how they stack up against the market.

Quote
  • Returns over 10, 15 or 20 years
  • Best & worst performance
  • Custom date ranges
  • Live index values

Instant carrier-like illustrations

Quickly create full annuity illustrations with the click of a button. Illustrate FIAs, RILAs, MYGAs and SPIAs.

Illustration
  • Guaranteed & hypothetical
  • Scheduled withdrawals
  • Additional premium
  • All types of riders
  • Printable reports
Exclusive

SPIA/DIA Calculator

Quote all immediate annuities from one place. Compare all pay outs side-by-side in a table.

Chat
  • More than 25+ carriers
  • Blazing fast

Death benefit calculator

Quote enhanced death benefit riders to provide the highest legacy to your heirs.

Illustration
  • Lump sum
  • Periodic payments
Exclusive

Top MYGAs

Simple tool to find the highest guaranteed accumulation rate available on the market.

Chat

Personal lead-generating website

Website builder provides you with a personal website that you can use to generate leads and grow your business.

Personal website
  • Shows live rates
  • Lead phone validation
  • Personal customer cabinet
Exclusive

Compliance is covered for you

Best interest of the client is our top priority. We keep records of every report you run inside the software.

Comliance
  • Record-keeping
  • Client notes
  • Reports log
Exclusive

Easily point out client's problem

Our three questionnaires will help you to easily point out your client's problem and suggest the best solution.

Questionnaire
  • Retirement freedom questionnaire
  • Suitability questionnaire
  • Risk analyzer
Exclusive

Text your clients, or chat with them

Send text messages to your clients right from your CRM. Or chat with them using our built-in chat feature.

Chat
  • Instant communication
  • Hot leads
Exclusive

Start in 15 minutes or less

You shouldn’t have to feel confused about selecting annuities. Try Annuities Genius and people will feel that you act in their best interest. It’s the annuities tool both you and your clients will love.

7-day free trial
Starts at $49/month
Simple & fast onboarding
Tim Frisby

“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.”

Tim Frisby
Independent Financial Advisor

Join thousands of happy customers