Carrier Grid – How to Use It

How to access the Carrier Grid

https://app.annuitiesgenius.com/carriers

1. From the top navigation, click Marketplace
2. Select Carrier Grid

How to search and filter carriers

1. Use the Carrier name search bar to quickly find a specific carrier

   Apply filters such as:

   • Client age
   • State
   • Premium amount
   • Funding type
   • Rating filter (optional)
2. The results will automatically update based on your selections

How to confirm available products

1. Each carrier row shows annuity types only (not individual product names)

1. Look across the columns labeled:
   • FIA
   • RILA
   • Fixed
   • MYGA
   • SPIA
   • VA
2. Click on the annuity type number to expand and view the available products under that category
3. The number represents how many products are available for that annuity type

Understanding what you see

• If a number appears → products are available under that annuity type
• If you see “0” → no products are currently available for that category
• Ratings (A.M. Best / Comdex) appear next to each carrier for quick reference

Important: Carrier Grid & Product Deck work together

The Carrier Grid works hand-in-hand with your Product Deck.

• If you don’t see a carrier or product in the Carrier Grid or Marketplace:
  • Check your Product Deck to confirm it has been selected
  • Add it to your Product Deck if it’s missing
• If it’s not in your Product Deck, it will not appear as available

Downloading results

• Click Download Overview (top right) to export the current Carrier Grid view

Tip / Support note

If you’ve checked:

• The Carrier Grid
• The annuity type expansion
• Your Product Deck

…and still can’t find the carrier or product, please reach out to us. It may be temporarily unavailable, under maintenance, or not yet supported. Our team can confirm and provide an update.

Questions? We’re here to help

If you have any questions or need assistance, feel free to reach out to our support team:

📧 Email: help@annuitiesgenius.com

📞 Phone: (949) 600-7707

We’re happy to help clarify anything or walk you through next steps.