How Advisors Use Annuities Genius + Wealthbox to Make Selling Annuities Simple

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Join us for a previously recorded live webinar to see how the Annuities Genius + Wealthbox integration helps advisors streamline annuity sales. This webinar will cover:

  1. How Annuities Genius connects insurance companies, brokers, and retail consumers with insurance rates and benefits to help select the best annuity option.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors can use the integration to send contact record data from Wealthbox into the Annuities Genius dashboard to kick off the annuity selection process.
  4. The benefits of the Annuities Genius and Wealthbox integration, and how to get started with ease.


David Novak


Annuities Genius

Andrew Ladwig

Director of Business Development


“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.”

David Novak

Founder of Annuities Genius

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