Annuities Genius: Your Ultimate Annuity Solution
David Novak
Founder I Chairman I Innovator I InsurTech, WealthTech, Platforms?Annuitiesgenius.com? ?Fiduciarygenius.com ?
In the world of annuity sales, having the right tools and resources can make all the difference. Annuities Genius is your ultimate annuity solution, offering everything you need to succeed in one comprehensive platform.
All Types of Annuities in One Place
Annuities come in various forms, from Fixed Index Annuities (FIAs) to Variable Annuities and Income Annuities. Annuities Genius brings them all together in one convenient database. Say goodbye to the hassle of searching multiple sources.
Side-by-Side Comparison
Our platform provides a side-by-side comparison of annuities. This feature empowers you to make informed decisions quickly and efficiently. No more second-guessing; Annuities Genius simplifies the complex.
Quote All Types of Riders in One Place
Riders can significantly impact the performance of annuities. Annuities Genius allows you to quote all types of riders in one place, making it easy to compare and understand their effects.
Top Performing Fixed Index Annuities
Get insights into the performance of Fixed Index Annuities (FIAs) with Annuities Genius. We offer backtested performance data, allowing you to compare indexed accounts side-by-side.
Instant Carrier-Like Illustrations
Creating professional annuity illustrations has never been easier. Annuities Genius lets you produce detailed illustrations with just a click. Impress your clients with clear, visual presentations.
SPIA/DIA Calculator
Annuities Genius also includes a calculator for immediate annuities, making it simple to compare different pay-out options side-by-side. Your clients will appreciate your expertise and transparency.
Top MYGAs
Finding the highest guaranteed accumulation rate on the market is a breeze with Annuities Genius. Our platform simplifies the process, helping you provide your clients with the best options.
Personal Lead-Generating Website
With our website builder, you can create a personal lead-generating website that showcases live rates and offers lead phone validation. Grow your business and attract new clients effortlessly.
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Compliance Is Covered for You
Compliance is a top priority, and Annuities Genius has you covered. We keep records of every report you run within the software, ensuring that you stay compliant with industry regulations.
Easily Identify Your Client's Needs
Our three questionnaires help you pinpoint your client's needs and suggest the best solutions. With Annuities Genius, you'll be better equipped to offer tailored advice.
Text Your Clients or Chat with Them
Stay connected with your clients through text messages or our built-in chat feature. Instant communication helps you build stronger client relationships.
Start in 15 Minutes or Less
You shouldn't have to feel confused about selecting annuities. Try Annuities Genius, and your clients will see that you're acting in their best interest. It's the annuities tool both you and your clients will love.
Start Your 7-Day Free Trial
Ready to revolutionize your annuity business? Start your 7-day free trial of Annuities Genius today. With plans starting at just $59 per month, it's an investment in your success.
Join Thousands of Happy Agents/RIAs
Join the ranks of thousands of happy agents and RIAs who have already experienced the benefits of Annuities Genius. See pricing, schedule a demo, or get started with your free trial today.
Contact Us
Have questions or need assistance? Contact us at 949-600-7707. We're here to help you succeed in the world of annuity sales.
About Us
Annuities Genius is a service of Agatha Global Tech LLC, a team with over 30 years of experience in the financial and insurance industries. We believe our internet software enables insurance organizations to increase productivity and reduce costs by directly connecting insurance companies, brokers, and retail consumers with insurance rates and benefits online, in real time.