“A One Stop Life, Health, and Annuity Resource.”

Annuities Genius

Annuities Genius

The Most Powerful Annuities Dashboard on the Market

Digitalize your Annuity Business in 15 Minutes

Annuities Genius is a comprehensive decision making platform – not just another list of products and rates. We give you concise, digestible information so that you can get straight to making the decisions.

  • Instantly gain trust of every prospect
  • Double or triple your annuity production
  • Stand out from the crowd

Selling annuities is now simple.
And fast.

But don’t just take our word for it. We’ll let the product do the talking.

All types of annuities in one database

Annuities Genius is the only annuity database that includes all types of annuities in one place. Filter, compare, and sort annuities by product type, issuer, and more.

Lifetime income rider calculator

Quote all types of riders in one place. Compare riders side-by-side and see how they affect the annuity’s performance.

Top performing FIA accounts

Backtested performance for all FIAs. Compare the performance of indexed accounts side-by-side and see how they stack up against the market.

Instant carrier-like illustrations

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

SPIA/DIA Calculator

Quote all immediate annuities from one place. Compare all pay outs side-by-side in a table.

Death benefit calculator

Quote enhanced death benefit riders to provide the highest legacy to your heirs.

Top MYGAs

Simple tool to find the highest guaranteed accumulation rate available on the market.

Personal lead-generating website

Website builder provides you with a personal website that you can use to generate leads and grow your business.

Compliance is covered for you

Best interest of the client is our top priority. We keep records of every report you run inside the software.

Easily point out client’s problem

Our three questionnaires will help you to easily point out your client’s problem and suggest the best solution.

Text your clients, or chat with them

Send text messages to your clients right from your CRM. Or chat with them using our built-in chat feature.

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