Full access to real-time annuity data.
Select the best annuities in seconds.
WARNING: this tool is going to change your life…
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With thousands of annuities on the market, how can you really recommend the right one in the age of the Best Interest Standard? Well, you can’t.
But Annuities Genius CAN! You can find THE best annuity for a client based on what’s important to THEM - performance, fees, riders, company rating, income, growth, surrender charge length and more!
Imagine dramatic results. Instantly gain trust of every prospect in front of you. Don`t just tell your prospect — show them.
Tested in the marketplace and proven to help close more business
Everything you need is gathered in one place within a click of a button
Your clients participate in the decision-making process, increasing your credibility and building trust
Beautiful, easy-to-read client reports help you close every sale. The platform is compliance-approved so clients know they are getting complete and accurate information.
The powerful CRM system documents and stores your analysis, allowing you to "show your work" and protect your practice
No more paying for multiple tools. No more context switching. All you need, in one place — at your fingertips
The only annuity software you’ll ever need that allows you to sell annuities virtually
Full access to real-time annuities data.
Search and sort by just about anything.
100+
Insurance carriers
1048
Annuities
462
Riders