All you need to sell annuities

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

  • Instantly gain trust of every prospect in front of you
  • Double or triple your annuity production
  • Stand out from the crowd

A better way to sell annuities

What can you offer in digital world with REG BI in place?

1. Attract lead and build rapport

Show your client how hard annuities are. Explain basic principles and pitfalls. Demonstrate how confident you are in the subject.

  • Personal lead-generating website

    Having a strong Internet presents is a great first impression. Generate your own Internet leads for a fraction of the price.

  • Customizable online-presentation

    Our online presentation will help you position yourself with every prospect to give you the best possibility of closing more sales.

Personal Website

2. Find out financial goals of the client

You must act in the Best Interest of the consumer. Learn his goals and financial state. Find out everything. Simply send him an online questionnaire or go through it online together.

  • Best interest suitability questionnaire

    Our questionnaire helps you show your client you have their best interest in mind which gains you trust with every prospect. Choose the best product according to your clients main financial objectives.

  • Detailed profile of the client

    Every client will have a detailed profile to keep you organized and compliant by record keeping everything you do.

Questionnaire

3. Show annuities in action

Your client wants to know what he's buying. Show and explain every option. Educate the customer and then let him decide. He'll be happy to be in control!

Illustrator

Annuity Quoterun

Annuities are hard to grasp. With this tool you can show how all aspects of an annuity product work together.

Download report example

Annuity Backtester

Back test any annuity with any strategy to show your client the historical performance from any time period.

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Annuity Solver

Our solver tool allows you to tweak the annuity on the fly to fit your clients financial objective.

Download report example

4. Look up annuities together

Present all possible annuities from 56 carriers in one place.

Fixed Index
325
Fixed
320
Variable
372
Immediate
25
Structured
7

5. Compare products side-by-side

Show side-by-side reports of annuities. Discuss their advantages and disadvantages in terms of growth, income, protection and liquidity.

Analyzer

Growth Analyzer

Show you client the best growth index annuity without a bias by searching thousands of annuities in seconds.

Download report example

Rider Calculator

Our rider calculator will find the highest income rider for your client, you take all the credit.

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Side-by-side Reports

Promote transparency by showing side-by-side comparisons to ensure they’re choosing the best annuity.

Download report example

6. Close and document the sale

The whole process is documented by Annuities Genius. Everything is record-kept automatically for you.

  • Record-keeping

    Recordkeeping is not a recommendation it is a regulation and we do it for you automatically so you don’t have to think about it

  • Post-purchase interactions

    If anyone wants to look into whether you recommended the best annuity for your client, we provide you with an entire record kept history that shows you recommend the best one.

Record-keeping

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.

An all-access pass to the best of the market.

The one dashboard you need to see annuities clearly and increase your ROI.

You'll Make
Better Decisions

Annuities Genius is much, much more than a list.

Stop getting lost in lists. Annuities Genius is a comprehensive decision-making platform — not just another list of products and rates. We give you concise, digestible information so that you can get straight to making the decisions.

You'll Be More Efficient

Annuities Genius has everything you need in one place.

You sell annuities. Annuities Genius makes your job quicker and easier than ever before. It's simply clear, concise, beautiful.

You'll Feel Smarter

Annuities Genius offers The Genius - the ultimate annuities resource.

Let Annuities Genius do the work for you. Fill in pertinent data, and our Genius will calculate the very best annuity options for your client. It's ok, you can take the credit!

I wanted to say thank you for the Annuities Genius software. I believe this software will assist me in compliance suitability first off as it illustrates the best practices from our firm. 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 B Stanzione
Rick B Stanzione
President & CEO, RFC®

It is not only the premier source for comparing annuities across carriers, but embedded in the software are numerous calculators, planning strategies and in-depth concept reports. Annuities Genius helps agents document the how and why a product was chosen and provides proper compliance with new industry regulations.

The most powerful annuities dashboard on the market

The smarter way for insurance agents to do great work. Full access to real-time annuities data. Search and sort by just about anything.

Allianz Lincoln Midland North American Pacific Life Principal Life Prudential Reliance Standart Securian American General American National Legacy Ameritas Athene Brighthouse Global Atlantic Great American National Western Symetra The Standard Transamerica American Equity Delaware F&G Oceanview Oxford Sagicor Security Benefit American Atlantic Coast Equitrust Guaranty Income Guggenheim Libery Bankers Sentinel Equitable Nassau Re Atlantic Coast Upstream Life United of Omaha

Need time to think it over?

Want to learn our 5-step annuity sales system? This email course gives you everything you need to become a confident advisor!

Our first goal is to educate you. Then you can educate your client.

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© 2020 Agatha Global Tech, LLC. All rights reserved.

The above information is provided solely as a comparison tool, and should be considered a supplement to the full information provided by the insurance company, if applicable. The information published at this web site is not intended to be a recommendation to purchase an annuity. Values listed here cannot be guaranteed. Please refer to each carrier’s complete product information before making a decision. You are strongly urged to consult with financial planning, tax, and legal advisors to determine if an annuity is suitable in your financial situation. Annuities are not deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the U.S. government. All annuity guarantees are subject to the financial strength of the insurance company. All rates are subject to individual carrier approval.