Meet the New, Smarter GrantAI: Turn Static PDFs into Dynamic Annuity Strategies

Описание: #AnnuitySales #Insurtech #financialadvisor

In this webinar, Danny Copinga from Annuities Genius demonstrates the power of Grant AI, a sales enablement tool designed to streamline the annuity sales process. Watch as we tackle three specific case studies and one live audience request to show how AI can save hours of work and help close more deals.

Key features demonstrated in this video:

✅ Case 1 (New Client): How to run comprehensive fact-finding and generate annuity strategies for a new lead from scratch.
✅ Case 2 (Competitor Comparison): The "Upload PDF" feature allows you to analyze a competitor’s illustration and find a higher-income alternative in under 60 seconds.
✅ Case 3 (Annuity Exchange): How to upload an old annuity statement to find superior replacement options that increase client income.
✅ Case 4 (Live Demo): A complex, real-time case involving Roth conversions and income buckets requested by an attendee.

We also cover how to instantly generate professional PDF reports and client emails to communicate these solutions effectively.

Ready to simplify your sales process? Visit https://annuitiesgenius.com/ to start your trial.

Chapters

00:00 - Intro & Advisor Poll: What documents do you dread reading?
03:05 - Case 1: Fact-Finding & Strategy for a New Client
06:52 - Generating Professional Client Reports
08:23 - Creating a Comprehensive Annuity Strategy
14:24 - Case 2: Beating a Competitor's Quote (PDF Upload Feature)
18:44 - Creating Side-by-Side Comparison Reports
20:13 - Case 3: Replacing Old Annuities for Better Income
25:50 - writing Client Emails Instantly with AI
30:00 - Case 4: Live Audience Request (Roth Conversions & Buckets)
40:46 - Handling Client Objections (Loss of Access to Money)
43:15 - Conclusion & How to Sign Up