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Pricing

Independent Agents AGENCY/BROKERAGE Enterprise
BASIC
TOP CHOICE
PRIME
$179 / month
GENIUS
Comprehensive Annuities Database

Get full access to real-time annuities data from 114 carriers. Search for annuities and sort by just about anything. Create a colorful client report, packed with information in an easy-to-read format.
CRM

Store your client data, your analysis and the recommendations you made to meet Compliance Obligations
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 so you can see how the different options could perform in different market conditions.
Income Rider Calculators

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

Get access to the entire Annuities Genius database on the go and never miss another potential deal!
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.
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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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 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 software and for your passion to help us advisors out in the field!

The 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 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 software available. God bless you and your team of programmers.

I wrote an application for $177k

Yesterday, I met with a client who was considering transferring from his out-of-surrender VA into a FIA. He was unsure when to trigger income.

Using your software, I was able to quickly show him the payments he would receive in 3, 4, 5, and 6 years.

The client was impressed with out the companies changed according to the different years. He also liked that he could see the income rider fees as well. I wrote an application for $177k.

Marty Johnson
AnnuitySeeker.com

AnnuitiesGenius
5.0
2019-10-01T09:45:15-07:00

Marty Johnson
AnnuitySeeker.com

Yesterday, I met with a client who was considering transferring from his out-of-surrender VA into a FIA. He was unsure when to trigger income. Using your software, I was able to quickly show him the payments he would receive in 3, 4, 5, and 6 years. The client was impressed with out the companies changed according to the different years. He also liked that he could see the income rider fees as well. I wrote an application for $177k.

Pure Genius David, PURE GENIUS!

I had to tell you right away. This 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 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!

Saving me a huge amount of time!

sYour 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

sYour 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!!

Closed on a $300K annuity

Just wanted to let you know that I signed on to start using annuities genius late last week, and have closed on a $300K annuity using the software.

We anticipate in the first full week of using this system, we will have a total of $600k in new production ready to go.

Thanks again for the time this morning by phone and your willingness to help me. This software is truly going to change lives!

Bill Kearney
LinkedIn

AnnuitiesGenius
5.0
2019-10-01T10:24:02-07:00

Bill Kearney
LinkedIn

Just wanted to let you know that I signed on to start using annuities genius late last week, and have closed on a $300K annuity using the software. We anticipate in the first full week of using this system, we will have a total of $600k in new production ready to go. Thanks again for the time this morning by phone and your willingness to help me. This software is truly going to change lives!

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.

Annuities Genius is brilliant!

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!

Rick Kelly
LinkedIn

AnnuitiesGenius
5.0
2019-10-01T10:31:11-07:00

Rick Kelly
LinkedIn

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!

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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