Annuities Genius Tools: What Can I Use Each Tool For?

Annuities Genius provides tools throughout the annuity case process from understanding your client’s needs and researching products to analyzing options, illustrating solutions, and moving forward with an application.

Annuities Genius brings your client management, annuity research, calculations, illustrations, and application tools together in one platform.

Here's a quick guide to help you understand where to find each tool and how to use it.

Dashboard — Your Starting Point

The Dashboard is your main starting point when you log in to Annuities Genius.

Use the top navigation menu to quickly access the tools and features you need throughout your case-design process.

At the top of the platform, you'll also find:

Current Client — View, select, or switch the client you're working with.
Current Products — Select the annuity products you want to work with.

CRM — Manage Clients, Cases & GrantAI

Your CRM brings your client information, cases, meetings, website, and AI-powered assistance together in one convenient location.

Under the CRM dropdown, you'll find:

Client (Current Client & GrantAI) — Access your current client's information and use GrantAI to research questions, analyze cases, explore annuity strategies, and bring information together throughout the case-design process.
All Cases — View and manage your client cases, including creating new clients and accessing existing client information.
Meetings — Manage your meetings and availability.
Website — Access and manage your personalized Annuities Genius website. Share your unique website link with clients so they can easily access your page online.

Tip: Looking for GrantAI? Open CRM → Client to access your current client and GrantAI.

Marketplace — Research Products & the Market

Explore annuity products, compare available options, and stay informed about the market.

FIAs — Find and research fixed indexed annuity products.
MYGAs — Find multi-year guaranteed annuity products.
TFAs — Research traditional fixed annuity products.
SPIAs/DIAs — Research immediate and deferred income annuities.
RILAs — Research registered index-linked annuity products.
Market Snapshot — Get a quick overview of the current annuity market.
Carrier Grid — View carriers in one place and identify the types of annuity products each offers.
Rate Scout — Review current rates and stay informed about rate updates.

Calculators — Analyze Client Options

Use calculators to compare accumulation, income, and legacy strategies based on your client's financial goals.

Accumulation

Performance Analyzer — Compare historical, backtested crediting strategy performance for growth and accumulation.
Index Tracker — Review index performance over time, including year-to-date performance.
Simulator — Explore how annuities may help address different retirement risks.

Income

Income Rider Calculator — Calculate and compare guaranteed lifetime income available through income riders.
SPIA Calculator — Calculate and compare immediate and deferred income annuity options.

Legacy

Legacy Rider Calculator — Evaluate enhanced death benefit and legacy rider options.

Qualify — Understand Your Client's Needs

Identify your client's retirement goals and narrow down suitable annuity options.

Navigator — Find annuities based on your client's income or growth goals.
Suitability Questionnaire — Assess and document client suitability.
Retirement Questionnaire — Identify retirement needs, risk tolerance, and potential income gaps.

Illustrate — Present Annuity Options

Create illustrations to help clients better understand and compare potential annuity solutions.

Annuity Illustrator — Illustrate FIA, RILA, MYGA, and traditional fixed annuity products.
VA to FIA Transition — Analyze a potential transition from a variable annuity to a fixed indexed annuity.

E-App — Move the Case Forward

Once you've identified an annuity solution for your client, use E-App to help move the case into the application process.

Access electronic application tools to streamline the next steps in submitting business.

Intelligence — Carrier Users Only

Access carrier-specific intelligence, insights, and data.

This section is exclusively available to authorized carrier users.

How It All Works Together

Annuities Genius is designed to support you throughout the client journey.

Manage Your Client → Understand Their Needs → Research Products → Analyze & Calculate → Illustrate → Apply

You don't need to use every tool for every case. The tools you choose will depend on your business, workflow, and each client's specific needs and goals.

GrantAI is also available within your CRM to support your research and case analysis along the way.

Learn How to Use a Tool

Need help getting started or learning how a specific tool works?

Visit Annuities Genius University for training videos, tutorials, and step-by-step walkthroughs.

Watch Tool Training & Tutorials

Have Questions?

Tool availability varies by subscription plan, so not all plans include the same features.

If you have questions about a tool, what's included in your plan, or which feature to use for a particular client case, our Annuities Genius Support Team is happy to help.

Email: support@annuitiesgenius.com
Phone: 949-600-7707
Live Chat: Chat with us directly through Annuities Genius during business hours.