Forget How You Sold Annuities Welcome to the AI era

Forget How You Sold Annuities Welcome to the AI era

Date: 2025-10-28

The annuities sales process is fundamentally changing. Join Annuities Genius for a live deep dive into the power of GrantAI and discover how Artificial Intelligence is transforming the entire annuities pipeline—from suitability to e-application.

This isn’t just theory; we’ll show you exactly how to solve your biggest challenges: product overload, compliance anxiety, and complex client education.

What You’ll Learn in this Live Session:

  • Top-3 Product Selection: See AI instantly turn client inputs into the three most suitable annuity options.
  • The Compliance Advantage: Watch how AI automatically generates audit-ready notes and ensures a transparent, defensible sales process.
  • Simplify Client Education: Learn how to turn complex annuity features into plain English visuals your clients actually understand.

If you are an independent agent, RIA, or broker-dealer ready to accelerate your sales cycle, this is the one webinar you can’t afford to miss.

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