Pick the perfect plan for you
Enhance your annuities business
Ensuring suitability and best interest for IMO's, Banks and BD's
with product validation & client profiling
Distribute your annuity products
Get access to the network of annuity agents and product analytics.
Elite
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Guaranteed Income Calculator
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Performance Analyzer
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Annuities Database
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Record-Keeping
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Sales Presentations
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Genius Training
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Master Sales Course
Prime+
- Everything in Elite, plus:
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Multi-Carrier Universal Illustrator
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SPIA/DIA Calculator
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Advanced Income Calculator
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Index Tracker
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Website Builder
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Extended Annuities Database
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Top MYGAs
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Retirement Freedom Questionnaire
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Risk Questionnaire
Pro
- Everything in Prime+, plus:
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Death Benefit Calculator
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Equation Solver
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VA to FIA Comparison
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Suitability Questionnaire
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Carrier Grid
Feature comparison
Database
| Feature | Starter plan | Scale plan | Growth plan |
|---|---|---|---|
| Fixed index annuities | Yes | Yes | Yes |
| Traditional fixed annuities | Yes | Yes | Yes |
| Multi-year guaranteed annuities | Yes | Yes | Yes |
| Side-by-side comparison | Yes | Yes | Yes |
| Rate Scout | Yes | Yes | Yes |
| Income annuities (SPIAs & DIAs) | No | Yes | Yes |
| Variable annuities | No | Yes | Yes |
| Registered index-linked annuities | No | Yes | Yes |
| Carrier Grid | No | No | Yes |
Calculators
| Guaranteed Income Calculator | Yes | Yes | Yes |
|---|---|---|---|
| Performance Analyzer | Yes | Yes | Yes |
| Universal Illustrator | No | Yes | Yes |
| SPIA/DIA Calculator | No | Yes | Yes |
| Advanced Income Calculator | No | Yes | Yes |
| Index Indicator | No | Yes | Yes |
| Top MYGAs | No | Yes | Yes |
| Death-Benefit Calculator | No | No | Yes |
| Equation Solver | No | No | Yes |
| VA Transition | No | No | Yes |
Lead Generation
| Personal Website Builder | No | Yes | Yes |
|---|---|---|---|
| Client-Facing Quotes | No | Yes | Yes |
Client Communication
| Genius CRM | Yes | Yes | Yes |
|---|---|---|---|
| Sales Presentations | Yes | Yes | Yes |
| Text clients in-platform | No | Yes | Yes |
Compliance & Qualification
| Record-Keeping | Yes | Yes | Yes |
|---|---|---|---|
| Retirement Freedom Questionnaire | No | Yes | Yes |
| Risk Questionnaire | No | Yes | Yes |
| Suitability Questionnaire | No | No | Yes |
Education & Support
| Genius Training | Yes | Yes | Yes |
|---|---|---|---|
| Master Sales Course | Yes | Yes | Yes |
| Personal 1-hour onboarding | No | No | Yes |
Enterprise plan
The most advanced features for your entire team. Enable your agents to sell annuities with ease and your marketers to help them.
What’s included
- Enterprise Annuity Decks
- Agent performance reports
- Marketer-agent communication
- Guaranteed Income Calculator
- Performance Analyzer
- Extended Annuities Database
- Record-Keeping
- Sales Presentations
- Genius Training
- Multi-Carrier Universal Illustrator
- SPIA/DIA Calculator
- Advanced Income Calculator
- Index Tracker
- Website Builder
- Top MYGAs
- Retirement Freedom Questionnaire
- Risk Questionnaire
- Death Benefit Calculator
- Equation Solver
- VA to FIA Comparison
- Suitability Questionnaire
- Carrier Grid
Call us now
949-600-7707
To get special pricing
We offer a 30-day trial period for free.
Carrier plan
This plan is gives you access to advanced analytics and big-data tools.
What’s included
- Annuity Illustration Software
- Advanced Annuities Analytics
- Guaranteed Income Calculator
- Performance Analyzer
- Extended Annuities Database
- Genius Training
- Multi-Carrier Universal Illustrator
- SPIA/DIA Calculator
- Advanced Income Calculator
- Index Tracker
- Top MYGAs
- Death Benefit Calculator
- Equation Solver
- VA to FIA Comparison
- Carrier Grid
Call us now
949-600-7707
To get special pricing
We offer a 30-day trial period for free.
It’s a one-stop shop for the annuity professional! The time savings is awesome!
In the past, I was forced to spend hours reviewing illustrations in order to find my clients the top performing FIAs. Now, with just a few clicks, I have all the info I need immediately!
The clients love it because they know they are getting the best annuity for their needs. It also gets rid of some the activities that are an mental drain for me! What’s most exciting is that AG is helping me achieve my production goals faster!
The industry has needed tool like this for a long time! Thank you!
Not an independent agent?
We offer special pricing for agencies, BDs, FMOs, IMOs and banks.
Call 949-600-7707 to learn more about agency plans or schedule a demo.
Exclusive enterprise features:
- Agent Performance Reports
- Member Role Management
- Enterprise Deck Manager
- Special Pricing Models
Annuities Genius is THE ultimate tool that should be in every insurance producers tool bag.
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.
A subscriber receives side-by-side comparisons and one-page summaries that show annuity contract details, benefit information, and how the crediting of interest works within the products.
Annuities Genius helps agents document the how and why a product was chosen and provides proper compliance with new industry regulations.
Take a free look today inside the newest “must-have” features of Annuities Genius.