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Presenter
Brandon Bautista
Head of Case Design
About
Are you struggling to recommend the best annuity options to your clients from a sea of choices? Discover the power of Annuities Genius - The Complete Package that will elevate your sales to new heights!
Before Annuities Genius: Picking the right annuity amidst thousands of options can be daunting. Are you confident in your recommendations?
After Annuities Genius: Benefit from a TRUSTED product validation process with seamless record-keeping all conveniently located in one place!
Agenda
Retirement survey: Gain valuable insights into your clients' retirement goals
Comprehensive CRM: Manage your client relationships effectively
Guaranteed income rider calculator: Calculate highest lifetime income for each client individually. Offer them increasing income and interest multiplier riders
Side-by-side Comparison: Simplify decision-making by comparing annuity options easily
Carrier-like Illustrations: Visualize annuity scenarios for your clients
Index performance and back testing them with different rates lets you choose the right mix based on facts.