About This Webinar
In our upcoming webinar, discover how this powerful tool can help you:

- Validate Products with Confidence: Streamline your validation process and keep everything in one place.

- Enhance Client Recommendations: Use comprehensive data to make informed, confident decisions for your clients.

Before Annuities Genius:

- Navigating Choices: Thousands of annuity options can feel overwhelming.
- Uncertainty: Struggling to make the best recommendations for your clients.

After Annuities Genius:

- Trusted Product Validation: Benefit from a seamless and reliable process that simplifies record-keeping.
- Enhanced Confidence: Make data-backed, informed recommendations with ease.
Agenda
  • Retirement Survey: Gain valuable insights into your clients' retirement goals.
  • Comprehensive CRM: Manage client relationships effectively.
  • Guaranteed Income Rider Calculator: Ensure the highest lifetime income for each client, including increasing income and interest multipliers.
  • Side-by-Side Comparison: Simplify decision-making by easily comparing annuity options.
  • Carrier-like Illustrations: Visualize different annuity scenarios for your clients.
  • Index Performance and Back Testing: Choose the right annuity mix based on real performance data.
Presenter
  • 1725895979-3ca0e50a94370d6e
    Brandon Bautista
    Head of Case Design
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