Write annuity proposals for clients in minutes.
“Anyone who thinks about offering annuities to their clients MUST HAVE THIS SOFTWARE.”
“What I can do with this software in seconds would take me so much time the old fashion way.”
“Annuities Genius is THE ultimate tool that should be in every insurance producers tool bag.”
As fast and simple as it gets, enabling you to get results quickly and efficiently.
Five simple steps to get you selling more annuities in no time.
Use your custom personal website to generate leads and grow your business.
Retirement freedom questionnaire will help you to easily point out your client's problem and suggest the best solution.
Quote all types of annuities and riders in one place. Find top-performing solutions and print side-by-side comparison.
Quickly create full carrier-like annuity illustrations with the click of a button. Illustrate FIAs, RILAs, MYGAs and SPIAs.
Send applications to carriers directly from the software. No more paper applications.
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.
“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!”