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Independent Agents AGENCY/BROKERAGE Enterprise
LIQUID
TOP CHOICE
PRIME
$179.00 / Month
GENIUS
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Comprehensive Annuities Database

Get full access to real-time annuities data from 114 carriers. Search for annuities and sort by just about anything.
Income Rider Calculators

Search for income riders based on a number of search options, and compare guaranteed, hypothetical and increasing income features.
Genius CRM

Store and manage all your contacts in one place
Personal Preference

Choose carriers and products that you want to work with throughout the app
Historian

Select a fixed index annuity with a blend of index options and back-test them. Provides in multiple formats: a colorful graph, tabular detail, and a beautiful client report
Analyzer

See how the various index options available in the over 2000 annuities on this platform stack up. It tracks the hypothetical historical, or backtested, performance of each option.
Genius Reports

Create client reports packed with easy-to-read information
Personal Website

Get your own lead generating website. This site is personalized to you, and allows you to market yourself with more credibility.
Rate Scout

Keep an eye on upcoming rate and product updates from all carriers.
Solver

Illustrate different retirement strategies and solve for variables
Transition

Analyze the possibility of switching an annuity to boost performance
Compliance Tools

Store your analysis to meet Compliance Obligations
AI Suggestion Tool

Your clients get to participate in the decision-making process in a meaningful way, instantly increasing your credibility and building trust
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How Your Clients Benefit

Transparency

The Client participates in the decision-making process

All The Details

Beautiful, easy-to-read client reports at the click of a button

Confidence

The platform is compliance-approved so clients know they are getting complete and accurate information

Make your client happy

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The Annuity Software is Awesome!

Anyone who thinks about offering annuities to their clients MUST HAVE THIS SOFTWARE.

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.

Thank you for making this annuity comparison software available. God bless you and your team of programmers.

Tim Frisby
LinkedIn

AnnuitiesGenius
5.0
2019-09-30T09:24:49-07:00

Tim Frisby
LinkedIn

Anyone who thinks about offering annuities to their clients MUST HAVE THIS SOFTWARE. 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. Thank you for making this annuity comparison software available. God bless you and your team of programmers.

Pure Genius David, PURE GENIUS!

I had to tell you right away. This annuity software is nothing less than amazing! I’ve only had it only a short time and am still learning but… WOW!

What I can do with this software in seconds would take me so much time the old fashion way, and the presentations are so beautiful and powerful.

I’ve already sold 2 cases with my first 2 tries and I’m still learning to use it. I have been in this business for nearly 39 years and I have never seen anything like it.

This is what I have needed for years. I am going to close so many more cases! Wish we could keep this a secret. Lol. Pure Genius David, PURE GENIUS!

Jeffrey J. Henson Sr.
LinkedIn

AnnuitiesGenius
5.0
2019-11-25T10:56:30-08:00

Jeffrey J. Henson Sr.
LinkedIn

I had to tell you right away. This annuity software is nothing less than amazing! I’ve only had it only a short time and am still learning but… WOW! What I can do with this software in seconds would take me so much time the old fashion way, and the presentations are so beautiful and powerful. I’ve already sold 2 cases with my first 2 tries and I’m still learning to use it. I have been in this business for nearly 39 years and I have never seen anything like it. This is what I have needed for years. I am going to close so many more cases! Wish we could keep this a secret. Lol. Pure Genius David, PURE GENIUS!

AnnuityGenius filled the last gap…

AnnuityGenius filled the last gap in my ability to provide the best information to all my clients in the annuity market. We have had quote engines for life insurance, Medicare products, and even dental for a while, but you have given me one of the most powerful tool yet.

I was quoting life insurance to a client yesterday and he mentioned he had a 401k from a former employer he’d like to move somewhere else. I opened AnnuityGenius on my desktop, clicked off the options that aligned with his investment goals, and instantly the top 25 options opened up.

Blew his mind, blew my mind, and within minutes we were on the carrier’s website filling out an electronic app. Start to finish around 30 minutes, I have never sold an annuity so fast!

THANKS AnnuityGenius!

Robin Lee
LinkedIn

AnnuitiesGenius
5.0
2019-10-01T10:18:49-07:00

Robin Lee
LinkedIn

AnnuityGenius filled the last gap in my ability to provide the best information to all my clients in the annuity market. We have had quote engines for life insurance, Medicare products, and even dental for a while, but you have given me one of the most powerful tool yet. I was quoting life insurance to a client yesterday and he mentioned he had a 401k from a former employer he’d like to move somewhere else. I opened AnnuityGenius on my desktop, clicked off the options that aligned with his investment goals, and instantly the top 25 options opened up. Blew his mind, blew my mind, and within minutes we were on the carrier’s website filling out an electronic app. Start to finish around 30 minutes, I have never sold an annuity so fast! THANKS AnnuityGenius!

AnnuitiesGenius is EXACTLY the solution

As an independent fee-based planner and a fiduciary, one of the hardest jobs I have when it comes to annuities is having certainty that I’m recommending the product that meets a given client’s best interest. There are so many options out there and the complexity of the product designs means that I have to spend hours back testing indexing strategies, comparing income riders, verifying company ratings, and researching riders.

AnnuitiesGenius is EXACTLY the solution I’ve been looking for to get me out from behind my computer and in front of potential clients. Rather than running brute force illustrations over several days to make sure my recommendations meet my potential clients’ goals, AnnuitiesGenius gives me a tool that can provide the same information in a beautifully designed report within minutes. Our firm aspires to provide comprehensive, transparent advice to our clients, and AnnuitiesGenius ensures that we’ll be able to carry that philosophy into the world of annuities.

Jonathan Howard
LinkedIn

AnnuitiesGenius
5.0
2019-10-16T10:50:05-07:00

Jonathan Howard
LinkedIn

As an independent fee-based planner and a fiduciary, one of the hardest jobs I have when it comes to annuities is having certainty that I’m recommending the product that meets a given client’s best interest. There are so many options out there and the complexity of the product designs means that I have to spend hours back testing indexing strategies, comparing income riders, verifying company ratings, and researching riders. AnnuitiesGenius is EXACTLY the solution I’ve been looking for to get me out from behind my computer and in front of potential clients. Rather than running brute force illustrations over several days to make sure my recommendations meet my potential clients’ goals, AnnuitiesGenius gives me a tool that can provide the same information in a beautifully designed report within minutes. Our firm aspires to provide comprehensive, transparent advice to our clients, and AnnuitiesGenius ensures that we’ll be able to carry that philosophy into the world of annuities.

It’s been a Major Asset

I've been using Annuities Genius for the past few months and it has been a major asset to my business.

Thanks David for creating an incredible annuity software and for your passion to help us advisors out in the field!

Justin Seitz
Twitter

AnnuitiesGenius
5.0
2019-11-04T08:43:58-08:00

Justin Seitz
Twitter

I've been using Annuities Genius for the past few months and it has been a major asset to my business. Thanks David for creating an incredible annuity software and for your passion to help us advisors out in the field!

My Client Was so Happy to Get Income Rider

Today I went to a client's house to help with her husband's passing. She was saying I can just continue the same withdrawal payment. Yes you can, but let's see what annuity genius will show if you can do better.

I put in her information in the income rider calculator. It immediately showed two companies higher than she getting now by around $200 per month.

Then I said my concern is what if you need more income later. I showed her the tab for increasing income. It showed only 15 companies. I clicked the button and it showed a company starting today with about $35 more per month, but with the potential opportunity to keep going up if there is a positive in her index.

She looked at me and said I like the increasing one. Let's do this. Paperwork filled out and she was so happy.

Thanks again for this awesome product.

Gregg MacInnis, Family Financial
Linkedin

AnnuitiesGenius
5.0
2020-02-05T23:20:24-08:00

Gregg MacInnis, Family Financial
Linkedin

Today I went to a client's house to help with her husband's passing. She was saying I can just continue the same withdrawal payment. Yes you can, but let's see what annuity genius will show if you can do better. I put in her information in the income rider calculator. It immediately showed two companies higher than she getting now by around $200 per month. Then I said my concern is what if you need more income later. I showed her the tab for increasing income. It showed only 15 companies. I clicked the button and it showed a company starting today with about $35 more per month, but with the potential opportunity to keep going up if there is a positive in her index. She looked at me and said I like the increasing one. Let's do this. Paperwork filled out and she was so happy. Thanks again for this awesome product.

Saving me a huge amount of time!

Your Annuity Genius software is saving me a huge amount of time! Also, it shows my clients that I am picking the best product for their particular situation.

You guys have thought of everything. Now, I don’t have to go to a dozen different websites and run hypos from a dozen different carriers.

In addition, my B/D compliance department loves this because I can show them I did my due diligence when selecting the right product for a specific situation/client.

Thanks for putting together a super product!!

Gary Alden
LinkedIn

AnnuitiesGenius
5.0
2019-10-01T09:48:47-07:00

Gary Alden
LinkedIn

Your Annuity Genius software is saving me a huge amount of time! Also, it shows my clients that I am picking the best product for their particular situation. You guys have thought of everything. Now, I don’t have to go to a dozen different websites and run hypos from a dozen different carriers. In addition, my B/D compliance department loves this because I can show them I did my due diligence when selecting the right product for a specific situation/client. Thanks for putting together a super product!!

Provided Everything Needed to Meet Best Interest Requirements

I have been very happy with AnnuitiesGenius since signing up for the software. AnnuitiesGenius provided me with virtually everything I need to help my client in with best interest requirements in selecting the appropriate annuity to meet the clients goals. I highly recommend this program for anyone offering annuities to their clients.

Thank you.

Barry Boscoe, CFP®
Linkedin

AnnuitiesGenius
5.0
2020-02-05T08:38:22-08:00

Barry Boscoe, CFP®
Linkedin

I have been very happy with AnnuitiesGenius since signing up for the software. AnnuitiesGenius provided me with virtually everything I need to help my client in with best interest requirements in selecting the appropriate annuity to meet the clients goals. I highly recommend this program for anyone offering annuities to their clients. Thank you.

Won a $400k case!

I was able to win a case from another agent because of Annuities Genius. By having access and transparency to my competition, the Genius not only gave me the edge and more confidence, but I am most excited about the fact that my client obtained the best annuity that fit their needs.

Thanks Annuities Genius for helping me close this $400k case! Annuities Genius help to ensure my clients gets the best product for their needs.

I also have another $220k in the pipeline from an email that generated an appointment in 15 minutes. Annuities Genius is like an Ace of Spade!

Tanya Gray
LinkedIn

AnnuitiesGenius
5.0
2019-09-30T09:07:53-07:00

Tanya Gray
LinkedIn

I was able to win a case from another agent because of Annuities Genius. By having access and transparency to my competition, the Genius not only gave me the edge and more confidence, but I am most excited about the fact that my client obtained the best annuity that fit their needs. Thanks Annuities Genius for helping me close this $400k case! Annuities Genius help to ensure my clients gets the best product for their needs. I also have another $220k in the pipeline from an email that generated an appointment in 15 minutes. Annuities Genius is like an Ace of Spade!

This will really streamline my business

I do a significant amount of indexed annuities and this is exactly what I have been looking for.

This will really streamline my business and giving me more time to market yet make an extremely professional presentation to prospects. Thank you.

Brian N. Drake
LinkedIn

AnnuitiesGenius
5.0
2019-10-01T10:27:59-07:00

Brian N. Drake
LinkedIn

I do a significant amount of indexed annuities and this is exactly what I have been looking for. This will really streamline my business and giving me more time to market yet make an extremely professional presentation to prospects. Thank you.

Exactly What Industry Needs

I had to share with you how impactful your Annuities Genius software has been for my group of agents in just a few short months. This is exactly what our industry needs to promote transparency with consumers.

I believe strongly in simply educating and empowering people to make informed decisions. The info available within Annuities Genius does exactly that. It helps agents and consumers get a clear picture of all options. It is excellent!

Jaime Malm
VP of Marketing
Gradient Financial Group

AnnuitiesGenius
5.0
2020-01-20T20:34:23-08:00

Jaime Malm
VP of Marketing
Gradient Financial Group

I had to share with you how impactful your Annuities Genius software has been for my group of agents in just a few short months. This is exactly what our industry needs to promote transparency with consumers. I believe strongly in simply educating and empowering people to make informed decisions. The info available within Annuities Genius does exactly that. It helps agents and consumers get a clear picture of all options. It is excellent!

Show the Best Annuity for Each Situation

I have only had Annuity Genius for a couple of month, but both my partner and I use it on almost every annuity presentation. It is a clean concise way to show the best annuity for each specific situation.

Stuart Raider, CLU® ChFC® President
Linkedin

AnnuitiesGenius
5.0
2020-02-05T03:22:24-08:00

Stuart Raider, CLU® ChFC® President
Linkedin

I have only had Annuity Genius for a couple of month, but both my partner and I use it on almost every annuity presentation. It is a clean concise way to show the best annuity for each specific situation.

It has become a must use tool for me

Annuity Genius makes my work much easier by combining all annuity product information into one place! I can make sure I'm offering the best income product for any scenario, find the most competitive indexing strategies, sort MYGA rates or even get product overview information with just a few clicks.

It also allows me to print simple reports or run easy calculations for product comparison.

It has become a must use tool for me; and should be for our advisors too!

Jennifer Sikes
tarkentonfinancial.com

AnnuitiesGenius
5.0
2019-10-09T07:42:59-07:00

Jennifer Sikes
tarkentonfinancial.com

Annuity Genius makes my work much easier by combining all annuity product information into one place! I can make sure I'm offering the best income product for any scenario, find the most competitive indexing strategies, sort MYGA rates or even get product overview information with just a few clicks. It also allows me to print simple reports or run easy calculations for product comparison. It has become a must use tool for me; and should be for our advisors too!
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