Increase production at scale
Increase production per agent at scale
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.
Starter
-
GrantAI Copilot ?
-
Annuity Navigator ?
-
Customizable PDF Reports
-
Universal Illustrator
-
Client Management
-
Compliance Record-Keeping ?
Create up to 10 new clients per month
Prime+
-
Annuity Marketplace
-
Carrier Grid ?
-
Lifetime Income Calculator
-
Accumulation Quoting
-
Suitability Questionnaire
-
Website Funnel Builder ?
Create up to 20 new clients per month
Genius
-
Freedom Questionnaire
-
Death Benefit Calculator
-
Retirement Simulator ?
-
SPIA Quoting
-
Index Performance Analysis ?
Create up to 30 new clients per month
Enterprise plan
The most advanced features for your entire team. Enable your agents to sell annuities with ease and your marketers to help them.
Exclusive Enterprise Features
- Centralized Product Shelf
- Agent Performance Reports
- Case Design Queue
- Exclusive Genius Training
- Single Sign-On
- E-App Integration
Also included
- GrantAI Copilot
- Guaranteed Income Calculator
- Performance Analyzer
- Annuity Marketplace
- Record-Keeping
- Multi-Carrier Universal Illustrator
- SPIA/DIA Calculator
- Lifetime Income Calculator
- Index Tracker
- Website Builder
- Retirement Freedom Questionnaire
- Death Benefit Calculator
- VA to FIA Comparison
- Suitability Questionnaire
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.
Exclusive Carrier Features
- Income Rider Matrix
- Annuity Market Intelligence
- Annuity Illustration Integration
- Ad Placement
Also included
- GrantAI Copilot
- Guaranteed Income Calculator
- Performance Analyzer
- Annuity Marketplace
- Record-Keeping
- Multi-Carrier Universal Illustrator
- SPIA/DIA Calculator
- Lifetime Income Calculator
- Index Tracker
- Website Builder
- Retirement Freedom Questionnaire
- Death Benefit Calculator
- VA to FIA Comparison
- Suitability Questionnaire
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.