Today, Wealthbox is excited to announce an integration with Annuities Genius, an annuity selection platform for financial advisors. Annuities Genius specializes in providing innovative solutions and services for financial advisors and annuity agents. The Annuities Genius platform helps advisors streamline the annuity sales process in order to save time, increase sales, and build trust through a more efficient and client-centric approach.
The integration between Wealthbox and Annuities Genius allows advisors to send contact record data from Wealthbox into the Annuities Genius dashboard to kick off the annuity selection process.
How it works
Once the integration is enabled, advisors can access the import menu inside the Annuities Genius Client Management dashboard.
Then, advisors can simply select the clients they wish to import and begin the annuity section process.
“Seamless integration of these two innovative tools for financial advisors is a game-changer,” said David Novak, Founder of Annuities Genius. “It’s a time-saving marvel that empowers users to harness the full potential of their digitalized process.”
“Annuities Genius shares our passion for simplifying processes for advisors,” said Meghan Silva, Marketing Manager at Wealthbox. “This integration lets advisors provide their clients with annuity options with ease.”