Market Snapshot

Market Snapshot – What This Tool Is For

This tool can be found under:

Marketplace → Market Research → Market Snapshot

If you’re on a phone or if the page appears partially collapsed, look for the blue square “hamburger” menu (☰) in the top corner.

Market Snapshot provides a quick overview of current annuity market trends across carriers. It can be useful for anyone doing research, comparing market conditions, or looking at trends across different annuity products.

Below is what the tool should look like on your page:

Here you can view:

• Guaranteed Lifetime Income – Displays examples of potential lifetime income payouts available from different carriers, making it easier to compare income opportunities across products.

• Indexed Annuity Crediting Rates – Shows current participation rates, cap rates, and other index crediting terms available in the market.

• Fixed Rates – Highlights guaranteed fixed annuity rates currently available from various carriers.

• Index Performance Trends – Shows historical performance trends for indices commonly used in indexed annuities.

• Bonus Product Highlights – Displays annuity products that offer premium bonus features.

This section provides a high-level view of market trends.

Here's a quick and easy tutorial video to help you get started with it:

For client-specific illustrations, use Illustrate.

For deeper analysis or research, use GrantAI.

Need help? Feel free to reach out to us at help@annuitiesgenius.com

, call 949-600-7707, or use the blue chat bubble inside your dashboard.