Скачать или смотреть 10/22/2025 - Annuities Genius Training: How to Research Accumulation Annuities (FIA/MYGA)

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In this weekly training webinar, the Annuities Genius team shows you how to master the "Marketplace" and "Index Tracker" tools to find the best accumulation-focused annuities for your clients.

Learn the best practices for researching Fixed Index Annuities (FIAs) and Multi-Year Guaranteed Annuities (MYGAs), including:

How to use the Marketplace to filter for accumulation and sort by features like highest cap rate.
A crucial due diligence step: why a high cap rate doesn't always equal the best performance.
Using the built-in illustrator to show hypothetical comparisons against the S&P 500.
How to use the MYGA calculator as a powerful point-of-sale tool to compare guaranteed earnings.
Pro Strategy: Why you shouldn't show the full dashboard to your clients (and what to do instead).
How to create clean, client-facing, branded PDF reports for easy comparisons.
A first look at the "Index Tracker" tool for deep-dive research on historical index performance.

See how Annuities Genius can help you close more deals. Get your free demo today: https://www.annuitiesgenius.com