Using Prebuilt Prompts

Overview

Prebuilt Prompts in Annuities Genius are designed to help you quickly generate insights, recommendations, and client-ready content without starting from scratch.

Use these prompts to guide your conversations and next steps what to email your clientprospect, what questions to ask, and how to handle objections.

They’re organized by workflow, from initial client discovery through advanced planning, so you can move seamlessly through the advisory process.

🧠 Client Discovery & Qualification

Use these prompts to understand your client’s financial situation and determine suitability.

Qualify client
Needs analysis questionnaire
Risk tolerance assessment
Suitability pre-screen
Financial snapshot
Client profile summary
Legacy planning review
Tax situation analysis

💰 Income & Retirement Planning

Plan and model retirement income strategies based on client goals and financial data.

What annuities can do
Income gap analysis
Generate income plan
Income projections
Expense vs. income breakdown
Withdrawal strategy modeling
RMD coordination
Social Security bridging
Pension replacement analysis

📊 Product Research & Comparison

Compare annuity products, carriers, and features to identify the best-fit solution.

Find best-fit annuity
Three best options
Extensive research
Annuity types comparison
Carrier comparison
Feature-by-feature analysis
Rider comparison
Rate environment analysis
Annuity vs alternatives
Growth scenarios

🛡️ Overcoming Objections

Address common client concerns and build confidence in your recommendations.

Address liquidity concerns
Explain surrender charges
“Annuities are too expensive” response
Market vs guarantee explanation
Build trust & simplify complexity

⚖️ Compliance & Suitability

Ensure recommendations meet regulatory standards and documentation requirements.

Compliance check
Suitability documentation
Best interest summary
Risk disclosure language
Replacement form guidance
State-specific requirements
Anti-money laundering check
Senior-specific suitability

💬 Client Communication & Sales

Create professional communication and improve client engagement throughout the sales process.

Appointment email
First call script
Follow-up strategy
Email to client
Email to prospect
Meeting preparation script
Proposal letter
Sales techniques
Referral request email
Annual review invitation

🎓 Advanced Strategies & Education

Apply more advanced planning strategies and educate clients on complex concepts.

Annuity laddering strategy
IRA/401k rollover analysis
Multi-annuity portfolio design
Tax-efficient distribution planning
Tax impact analysis
Roth conversion for annuities
1035 exchange analysis
NQ stretch strategy
Explain product features
Carrier overview

💡 Best Practices

Start with Client Discovery before running product comparisons
Use Income Planning to frame recommendations
Leverage Product Research to support your strategy
Always validate with Compliance & Suitability prompts
Use Client Communication to clearly present recommendations

🚀 Pro Tip

For best results, provide as much client detail as possible (age, goals, assets, income needs). The more context you include, the more accurate and personalized the output will be.

Questions? Contact support at help@annuitiesgenius.com

or 949-600-7707, or use the chat bubble inside the software.