Annuity intelligence

Optimize Your Annuity Sales Process with Annuities Genius

The most comprehensive annuity dashboard on the market, free with your Assurance Ally membership.

Key features

What it actually does.

Extensive Annuity Database

Access a wide range of annuity products from various carriers for thorough comparisons. Available with the paid or sponsored version.

Income Rider Calculators

Evaluate income riders to determine the best fit for a client's retirement goals. Available with the paid or sponsored version.

Hypothetical Performance Analysis

Give clients historical performance snapshots of fixed index annuities.

Compliance Support

Meet suitability and compliance obligations with transparent product comparison reports to keep in the client file.

Benefits

Compare annuity products without consulting multiple sources.

Present tailored solutions backed by comprehensive data.

Professional tools and personalised resources that demonstrate your expertise.

The rest of the stack

Presentations

Interactive life, LTC and annuity presentations that make a complex design obvious in one screen.

Illustrations

Run and compare life illustrations across every carrier from one cloud-based platform.

End to end

Quote, e-app, underwriting, e-signature and policy delivery in one connected ecosystem.

A true Ally

Leave behind the impersonal, high-pressure world of IMOs. Join one that values collaboration, innovation and your success.