AI Strategies & Income Planning with Annuity Genius

Описание: #AnnuitySales #FinancialAdvisors #fintech

Stop pushing products and start solving problems. In this masterclass, we demonstrate how to leverage the Annuity Genius suite to close larger deals with confidence and efficiency.

In this video, you’ll learn:

The Income Rider Calculator: How to instantly calculate guaranteed monthly income based on specific client scenarios.
Solving for Premium: A game-changing strategy to determine exactly how much a client needs to invest to bridge their specific income gaps.
AI-Powered Case Analysis: Watch us use our new AI tool to take a simple client profile (like "Lisa" from Maryland) and generate a 5-8 page comprehensive case study in seconds.
Objection Handling: Learn how to use AI to counter common concerns, such as "fees are too high," by comparing annuities with mutual funds and low-cost index funds.
E-App Integration: See how to move from illustration to application without double-entering data.

Whether you are a seasoned annuity specialist or looking to cross-sell from Medicare or life insurance, these tools are designed to make you the most prepared person in the room.

Ready to scale your practice? Visit https://annuitiesgenius.com/ to book a demo or start your free trial of the AI-powered sales enablement platform today!