Life/Annuity Agents and RIAs

Turn Annuity Leads
Into Satisfied Clients

  • Write personalized proposals in minutes.
  • Showcase the process to build trust.
  • Generate compliance-ready reports.
  • Calculate lifetime income instantly.
  • Compare annuities side-by-side.
  • Access real-time annuity rates.
Sell More Annuities
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Tim Frisby

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

Tim Frisby
President of Wealthcare Consultants
Jeffrey Hanson

“What I can do with this software in seconds would take me so much time the old-fashioned way.”

Jeffrey Henson
President at Henson Financial Group
Mark Williams

“Annuities Genius is THE ultimate tool that should be in every insurance producers tool bag.”

Mark Williams
Managing Partner/CEO @ Brokers International

Real-Time Annuity Quotes

As fast and simple as it gets, enabling you to get results quickly and efficiently.

Interactive Demo — app.annuitiesgenius.com/income

Annuity Selling System
That Just Works

Five simple steps to get you selling more annuities in no time.

1.

Build website

Use your custom personal website to capture leads and grow your business.

Personal website
  • Lead-capture forms
  • Phone validation
  • Customer cabinet
  • Live chat & SMS
2.

Qualify prospects

Retirement freedom questionnaire will help you to easily point out your client's problem and suggest the best solution.

Questionnaire
  • Retirement survey
  • Risk assessment
  • Budget planning
  • Income gap
3.

Quote annuities

Quote all types of annuities and riders in one place. Find top-performing solutions and print side-by-side comparison.

Quote
  • Lifetime income
  • Safety & growth
  • Guaranteed accumulation
  • Enhanced Legacy
  • FIAs, RILAs & MYGAs
  • SPIAs & DIAs
4.

Compare illustrations

Quickly create full carrier-like annuity illustrations with the click of a button. Illustrate FIAs, RILAs, MYGAs and SPIAs.

Illustration
  • Instant calculation
  • Beautiful reports
  • Carrier-like feel
5.

Send applications

Send applications to carriers directly from the software. No more paper applications.

Applications
Here's the truth
You Cannot Gain Trust Without Technology
Use transparency as a marketing tool for annuity sales. Show your clients that you have their best interests at heart by providing side-by-side comparisons.
Start free trial

Start in 15 minutes or less

You shouldn’t have to feel confused about selecting annuities. Try Annuities Genius and people will feel that you act in their best interest. It’s the annuities tool both you and your clients will love.

30-day free trial
Quick onboarding
Tim Frisby

“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!”

Tom Hegna
President, TomHegna.com

Join thousands of happy Agents/RIAs

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