Annuities Genius University – Training Guide
Welcome! This guide will walk you through the main tools in Annuities Genius so you can set up your account, capture leads, and confidently present solutions to your clients. Follow the sections in order for the best learning experience.
Register for the upcoming live training sessions. All of our past live training sessions are available on our YouTube channel. Please visit @AnnuitiesGenius to access the recordings.
Alternatively, select a tab under the "Jump to" section to access tutorial videos illustrating the use of the tools.
Jump to:
- Getting Started
- The Annuity Navigator
- The Product Marketplace
- Illustrate
- Accumulation
- Income
- Legacy
- Website
1. Getting Started
Choose annuity products, update logo, disclosures, and more.
AI-Powered Case Analysis
Use GrantAI to create a client and solve the case
Includes:
- Standard AI Mode (quick analysis)
- Expanded Deep Research Mode (advanced case strategy)
- Income, accumulation, and legacy comparisons
- Rider impact analysis
- Detailed recommendation rationale
Set Up and Update Your White-Label Profile
Customize and maintain your profile with your business branding.
Includes:
- Upload logo
- Update business information
- Add required disclosures
- Maintain contact details
- Keep compliance language current
Customize Your Product Shelf
Build custom Product Decks that include only your preferred annuity products.
Includes:
- Select carriers
- Add or remove specific products
- Filter by distribution channel (IA, BD, RIA, etc.)
- Manage fee-based vs non-fee products
- Control what appears in calculators and reports
Create and Manage Clients
Use the client management system to manage client profiles and records.
https://app.annuitiesgenius.com/crm/clients
Includes:
- Add and update client profiles
- Track funding source (IRA, 401k rollover, savings, etc.)
- Document client objectives and risk tolerance
- Store suitability notes and recommendation rationale
- Maintain audit trail history
- Upload supporting documents
- Keep records organized for compliance reviews
2. Annuity Navigator
AI-Powered Annuity Navigator
Confidently present the top three annuity solutions income or accumulation in real time during virtual client meetings.
3. The Annuity Marketplace
The Annuity Marketplace is your centralized hub for exploring annuity products across the industry. It allows you to view product overviews, download materials, compare features, and evaluate options in one streamlined platform.
Within the Marketplace, you can:
• Access all annuity types in one location
• Search the FIA database to find and compare Indexed annuities
• Search the MYGA database to review Multi-Year Guaranteed Annuities
• Use the Carrier Grid to view participating carriers and navigate their available products
This section is designed to help you quickly research, compare, and position annuity solutions with confidence.
4. Illustration Tools
The Illustrations section allows you to generate compliant annuity projections using the Universal Illustrator. It brings multiple product types into one streamlined workflow, helping you model outcomes clearly and efficiently.
Within this section, you can:
• Run illustrations with Universal Illustrator to generate carrier-aligned projections
• AI Powered Allocator to automatically allocate FIA strategies using Smart Allocator technology
• Indexed Illustrator to illustrate FIAs and RILAs
• Fixed Illustrator to run MYGA and traditional fixed annuity projections
• Retirement Simulator A tool that shows how retirement funds (like a 401(k) rollover or IRA) may perform over time using real historical market data. It compares staying in the market versus moving to an annuity, helping clients see differences in growth, risk, income stability, and long-term protection.
5. Income Calculators
Designed for clients who want to maximize guaranteed lifetime income.
This section calculates and compares all available income sources to help determine the highest possible lifetime payout based on your client’s profile.
• Income Rider Calculator Compare FIA income riders to calculate the highest guaranteed lifetime payment available.
• SPIA/DIA Calculator Rank income annuity options and display projected payout amounts to identify the strongest income opportunities.
These tools help you quickly identify and present the most competitive income strategies for retirement.
6. Accumulation Calculators
If your client is looking for accumulation and protected growth, review these tools.
• Performance Analyzer
View backtested results to see how strategies would have performed over time.
• Index Tracker
Review historical index performance to help guide allocation decisions.
These tools support growth conversations using real performance data.
7. Legacy Calculator
For clients who want to maximize what they leave behind.
• Legacy Rider Calculator
Automatically identifies and ranks annuity products with enhanced death benefit riders based on the highest total guaranteed legacy value.
The tool allows you to input client details, apply product filters, compare multiple options side-by-side, and generate a client-ready report showing projected total death benefit amounts.
8. Website
- Your Personal Landing Page is your digital presence, a streamlined engagement platform designed to position you as the guide.
- It brings together education, real-time rates, and clear next steps in one professional environment, allowing prospects to explore options while staying connected to you.
- Available 24/7, it works as an extension of your brand, presenting information in a structured, step-by-step format that builds clarity and confidence.
- Share it across social media, email, or your business website to create a consistent and polished experience for every prospect.
- It’s more than a link. It’s a controlled environment where your messaging, your positioning, and your value stay front and center.
Next Step: Create your first client → How to Create Your First Client with Annuities Genius
Need Help?
📧 help@annuitiesgenius.com | 📞 (949) 600-7707