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
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.
- 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.
- 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.
- 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.
- Guaranteed & hypothetical
- Scheduled withdrawals
- Additional premium
- All types of riders
- Printable reports
SPIA/DIA Calculator
Quote all immediate annuities from one place. Compare all pay outs side-by-side in a table.
- More than 25+ carriers
- Blazing fast
Death benefit calculator
Quote enhanced death benefit riders to provide the highest legacy to your heirs.
- Lump sum
- Periodic payments
Top MYGAs
Simple tool to find the highest guaranteed accumulation rate available on the market.
Personal lead-generating website
Website builder provides you with a personal website that you can use to generate leads and grow your business.
- Shows live rates
- Lead phone validation
- Personal customer cabinet
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.
- Record-keeping
- Client notes
- Reports log
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.
- Retirement freedom questionnaire
- Suitability questionnaire
- Risk analyzer
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.
- Instant communication
- Hot leads
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.
“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.”