Optimize Your Annuity Sales Process with Annuities Genius
Watch a demo video of Annuities Genius.
Key Features of Annuities Genius
Extensive Annuity Database
Access a wide range of annuity products from various carriers for thorough comparisons.
Available WITH Paid or Sponsored Version
Income Rider Calculators
Evaluate income riders to determine the best fit for clients' retirement goals.
Available WITH Paid or Sponsored Version
Hypothetical Performance Analysis
Provide clients with historical performance snapshots of fixed index annuities.
Personalized Agent Website
Build credibility and generate leads with a customizable website integrated with a CRM.
Compliance Support
Meet suitability and compliance obligations with transparent product comparison reports to keep in the client file.
Benefits of Annuities Genius
Save Time
Quickly access & compare annuity products without consulting multiple sources.
Increase Sales
Present tailored solutions backed by comprehensive data, enhancing client trust.
Enhance Credibility
Use professional tools and personalized resources to demonstrate your expertise.
Experience The Assurance Ally Difference
If you’re ready to leave behind the impersonal, same-old world of IMOs, Assurance Ally is here to help. Join an IMO that values collaboration, innovation, and your success…a true Ally.
