Build an Annuity Case in Minutes with AI + Your Lead-Capture Website | Masterclass

Описание: #AnnuitySales #FinancialAdvisorTools #AIforInsurance

In this week's Annuities Genius Masterclass, Danny Copinga walks through two powerful features every annuity producer should be using: the built-in lead-capture website that comes with your account, and a live GrantAI case build from start to finish.

You'll see how to set up your product deck, customize your personal subdomain and funnel page, and then watch as GrantAI analyzes a real attendee scenario — a 72-year-old male in North Carolina with $145K from a 401(k) looking for immediate income — comparing SPIA vs. FIA with income riders, breaking down fees, and generating a full recommendation report you can present to clients.

Whether you're doing Facebook lead gen or just want to feel more confident presenting annuity cases, this one's packed with practical takeaways.

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Chapters:

0:00 – Welcome & masterclass format
0:55 – Setting up your product deck
2:50 – Your built-in website & subdomain
4:00 – Customizing branding, colors & logo
5:00 – How the lead-capture funnel works
6:50 – Rates page & quote flow walkthrough
7:50 – Using the site for Facebook marketing
9:40 – Plans overview: Starter, Prime & Genius
11:30 – Q&A: domains, pricing & state selection
12:00 – Live case build: attendee scenario
14:00 – Entering the case into GrantAI
15:30 – AI clarifying questions (SPIA vs. income rider)
16:30 – Full case analysis & product comparison
18:00 – PDF export, illustrations & brochures
19:00 – Follow-up prompts: objection handling (fees)
21:30 – Fee comparison vs. bonds, mutual funds & CDs
23:00 – Wrap-up & next week's masterclass