Annuities Genius provides annuity illustration software for financial advisors and annuity agents. The platform saves time, increases sales, and builds trust through a more efficient and client-centric approach to annuity sales. 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.
“Seamless integration of Wealthbox and Annuities Genius is a game-changer for financial advisors! It's a time-saving marvel that empowers users to harness the full potential of their digitalized process.”
Founder of Annuities Genius