Скачать или смотреть Close More Annuity Sales Using AI - Income Calculator & Case Builder Live Demo

#AnnuitySales #RetirementIncome #AIforAdvisors

Stop relying on back-and-forth emails with marketers to build annuity cases.

In this week's Annuities Genius Masterclass, we walk through the Income Calculator - our most popular tool - and show you how to solve for both income AND premium so you can pinpoint exactly how much your client needs to invest to hit their guaranteed monthly retirement income goal.

Then we go hands-on with our AI-powered Case Builder (GrantAI), which acts like a personal marketer in your pocket. Just type in a client scenario and it delivers a full case breakdown: product recommendations, strategy rationale, fee comparisons, objection-handling scripts, and next steps - all in about 60 seconds.

What you'll learn:

💰 How to use the Income Calculator to solve for monthly income or required premium
💰 How to identify and fill your client's retirement income gap
💰 How the AI Case Builder generates detailed product recommendations with alternatives
💰 How to handle the "fees are too high" objection with apples-to-apples comparisons
💰 A live case build using a real attendee scenario

Whether you sell annuities every day or only trip over one once a month, this session gives you the confidence and sales ammunition to present, answer questions, and close.

🔔 We host Masterclasses every Wednesday at 11 AM Pacific - subscribe so you never miss a session!

👉 Ready to build cases in 60 seconds? Start your free trial of Annuities Genius today https://annuitiesgenius.com/