FAQs (Frequently Asked Questions)

Signing up is easy! You can either schedule a quick 15-minute demo with our sales team to walk you through the platform, or you can watch a prerecorded video and choose the plan that fits your needs.

I’m part of an agency—can I still use Annuities Genius?

Absolutely! If you're part of an agency, just give our enterprise department a call at 949-600-7707, and we’ll set up a personalized demo to show you how our platform can work for you and your team.

What kind of support and packages do you offer?

We offer three different plans for independent agents. If you’re an agency, a Broker Dealer Firm, Bank or RIA give us a call at 949-600-7707, and we’ll discuss which package is the best fit for you.

Can I upgrade my plan if my needs change?

Yes! You can upgrade at any time. You can either reach out to our sales team directly or go to your account settings under billing to make the update. If you need help, don’t hesitate to call us at 949-600-7707.

How does the free trial work?

We offer a 14-day free trial - no strings attached! You can sign up right away to explore the platform, or if you’d prefer, call our sales team for guidance on getting started.

Are you an IMO/FMO?

No, we’re not an IMO (Independent Marketing Organization) or FMO (Field Marketing Organization). However, we empower you to compare different annuity products and carriers, ensuring you can offer transparency and the best options to your clients.

How accurate is the data on Annuities Genius?

We take accuracy seriously. Our data is sourced directly from the carriers and indexes, and to ensure its reliability, our data team rigorously verifies every detail. You can trust the information you see on our platform.

How often do you update the data?

We’re proactive about data accuracy. Our team works 24/7, partnering with major carriers and indexes to verify and update data daily, ensuring you have access to the most current information.

Do you offer MYGA, Fixed, SPIA, VA, RILA, FILA, and ADLs?

Yes! We provide software for a comprehensive range of annuity products, including Multi-Year Guaranteed Annuities (MYGA), Fixed, SPIA, Variable Annuities (VA), RILA, FILA, as well as ADLs. Whether you're looking to compare options or generate customized illustrations, our platform has you covered for all these annuity products.

How many carriers do you work with?

We have established partnerships with more than 100 carriers through Data Share Agreements. To see which carriers and products are available in your state, just visit the 'Carrier List' under the 'Marketplace' tab."

Do any IMOs/FMOs offer Annuities Genius to their agents?

Check with your IMO or FMO to see if they offer Annuities Genius. If they don’t, let us know- we’d be happy to reach out and show them the value of our platform.

Do you provide leads or marketing campaigns?

While we don’t provide direct leads, we give you the tools to generate warm leads. With your personal website, you’ll be able to create landing pages that attract potential clients and help you build relationships.

What tools do agents use the most?

The most popular tools among agents include:

GrantAI
Guaranteed Income Rider Calculator
Performance Analyzer
Universal Illustrator
Carrier Grid
Annuity Navigator
Retirement Freedom Questionnaire
Website Builder with Landing Pages