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.