Welcome to the Future of Financial Advisory

Where cutting-edge AI meets human expertise.

Meet AnnuityAI™, the revolutionary tool crafted to elevate your efficiency and client acquisition to new heights. Designed for new advisors, agents and seasoned professionals, our platform streamlines your workflow, allowing you to effortlessly generate leads, automate client interactions, and master digital sales.

The Old Way
Referrals/leads
Make contact
1st touch call
Actively generate qualified leads with done-for-you social media posts & digital ads
Client homework
Receive & Research
Push new leads through the process of getting their AI-powered annuity options in 5 minutes
Book follow up
Presentation & offer
Acceptance
Send your leads through automated CRM follow up sequences, prompting them to book a meeting on your calendar.
Payment
90-day commission lock window
Close the deal. Rinse and Repeat.

A Recipe for Burnout

Imagine being a chef in a kitchen where nothing goes as planned. You’re constantly running around, trying to find the right ingredients, but the pantry is disorganized, and you can never seem to find what you need. The stove isn’t heating evenly, so your dishes are either undercooked or burnt. And worst of all, you’re expected to serve up a gourmet meal under these chaotic conditions, with customers who are increasingly hard to please. Sound familiar?

For many agents and advisors, this is what the “old way” of doing business feels like:

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You’re constantly on the hunt for new leads, relying on random, often unqualified referrals that feel more like stale leftovers than fresh ingredients. Each one requires extensive time and effort to see if it’s even worth pursuing.

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Your calendar is packed with low-return networking events—like attending tastings where no one is really hungry, just nibbling at what you have to offer without committing to a full course.

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For each new lead, you dive into hours of policy research, trying to match the right product to the client’s needs. It’s like attempting to cook a complex dish without knowing your guest's dietary preferences, only to find out halfway through that they have an allergy.

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You’re growing your business, but it feels like trying to bake a cake without an oven—you’re forced to rely on methods that are slow and inefficient, leading to high stress and burnout.

The frustration builds as you realize that no matter how hard you work, you’re stuck in a cycle of inefficiency. You’re spending more time on non-income generating activities than actually serving your clients or growing your business.

Get AnnuityAI™ FREE

for 30 days

Here’s everything you’re going to get:

  • Custom AnnuityAI™ App Access Valued at $197/month

  • Advisor-Specific Automated CRM - Valued at $1,497/month

  • Conversion-Optimized Landing Page & Website Templates - Valued at $6,997

  • 3-Click Digital Advertising System - Valued at $3,497/month

Total value =

$12,188

Your cost = FREE for 30-days

(Then $997 per month)

Frequently Asked Questions

What's the #1 Thing AnnuityAI™ Can Help Me Do?

AnnuityAi can instantly help take what you're used to doing offline and add an additional sales channel by giving you all the tools to take your advisory business online.

How Does My Custom AnnuityAI™ Link Work?

Your link refers them to our AI research database so we can use their submitted information to recommended product. It's can be used to convert leads from digital ads, organic social media, emails, websites, and anywhere else you generate traffic from.

How Do I Use the Calendar Feature?

When you log-in, you'll have a set of instructions in the form of videos that will guide you through connecting your Google, Calendly, and other calendars, so you can automate the scheduling of your online meetings.

What Kind of Automations Does the CRM Come With?

Our CRM comes pre-installed with Done-For-You automations that personalize lead follow up, automate appointment reminders, move prospects through your opportunity pipelines, as well as grant you the ability to track every step a potential client takes through your marketing touchpoints.

How Will Your System Bring Me New Clients?

The moment you subscribe you’ll be given instant access to our Advertising Deployment software, which will allow you to launch one of our battle-tested advertising templates across Facebook or Google in as little as 3 clicks.

Most of our users start to receive their first qualified leads into their pipeline within their first week of signing up.

I’m Bad At Tech - Can I Still Get Results With All Of This?

Our platform was designed with advisors like you in mind! Our automations, calendars, pipelines, and templates have already been pre-built for you, so you don’t have to worry about being a technical wizard to start growing your business with great marketing.

In addition, we provide you with our QuickStart Video Guide to get you up and running in the shortest possible time frame.

If for some reason you have any struggles along the way, our support team is always just an email away.

A Seamless Culinary Experience with AnnuityAI™

But what if you could break free from this cycle? What if, instead of struggling with these outdated methods, you had a system that worked seamlessly in the background, like a perfectly organized kitchen that helps you serve up excellence with ease?

AnnuityAI™ is your sous chef, the reliable partner that handles the prep work, so you can focus on the artistry of advising. Here’s how:

With AnnuityAI™, you’re no longer chasing down leads. Our system actively generates qualified prospects through targeted digital ads, so you can start with only the freshest, most relevant referrals.

Contacting your leads is as easy as a quick call or automated email, thanks to our integrated CRM that ensures you’re always in touch at the right time.

AnnuityAI™ gathers the necessary client information, so you don’t have to. Think of it as having all your ingredients prepped and ready to go, saving you valuable time.

Our AI algorithms do the heavy lifting, analyzing data and providing tailored options, so you can focus on delivering the perfect solution, not scrambling through research.

Automated calendar integrations ensure your follow-ups are perfectly timed, so you’re always ready to present your best work.

With all the research done for you, presenting the optimal financial plan is a breeze, just like serving a dish you know will impress.

Clients are more likely to accept your offer because it’s been meticulously crafted to suit their needs, leading to more successful outcomes.

Payments are processed smoothly, commissions are earned, and your clients leave the table satisfied, knowing they’ve received top-tier service.

AnnuityAI™ continues to support you with follow-ups, ensuring your clients are happy and that your commissions are secure.

By letting go of the old, inefficient ways, and embracing the streamlined, intelligent approach offered by AnnuityAI™, you’re not just cooking up a better business—

you’re mastering the art of financial advising

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Maximize Efficiency

Automate your daily tasks and free up your time to focus on what matters most—building relationships and growing your business

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Boost Your Visibility

Leverage our advanced tools to enhance your online presence and ensure you stand out in a crowded market.

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Generate High-Quality Leads

Our proprietary software ensures a steady stream of qualified leads, so you never have to worry about where your next client is coming from.

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Unbiased Options

Provide your clients with transparent, data-driven annuity options in under 5 minutes, enhancing trust and satisfaction.

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Comprehensive CRM

Stay organized with our integrated CRM, designed to manage your contacts, automate follow-ups, and streamline your sales pipeline.

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Automated Cross-Platform Social Media Calendar

Build your online presence with ease and automate the process of posting across various channels with our ready-to-use social media calendar.

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Advanced Automation

From CRM follow-ups to social media interactions, our automation suite ensures you stay connected and responsive without lifting a finger.

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Training and Support

Access our Exclusive Video Trainings and 24/7 support to maximize the potential of AnnuityAI™ in your practice.

ZERO Time Wasted,

More Money Made

Lead Generation

  • Non-Biased Options with the AnnuityAI™ App: Provide your leads with precise annuity product matches in under 5 minutes.

  • Transparent Client Interactions: Build trust with unbiased advice tailored to your client's needs

Comprehensive Client Management

  • Done-For-You Automated CRM: Designed specifically for financial professionals, our CRM completely automates your entire workflow—from lead generation to follow-up—saving you time while maximizing conversions through smart, integrated tools.

  • Soft Phone & Email Integration: You'll be able to send mass texts, make calls, and push emails automatically, without wearing out your email domain or experiencing SMS sending issues.

Comprehensive Client Management

  • Includes funnels, emails, automations, social media, calendar integrations, and advertising tools

  • Pre-Built Templates: For webinars, online courses, and memberships.

Organic Growth Suite

  • Make Posting Easy: Make posts automatically and save hours of time every week.

  • AI Content Assist: Our AI will write your posts AND produce images to go along with it, so you never get stuck without content to post.

3-Click Ad Deployment

  • No Skills Required: Deploy digital ads in as little as 3-clicks, without ever having to become an expert at marketing in order to generate a consistent flow of qualified leads.

  • Done-For-You Ads: Each of our templates is backed by thousands of dollars in ad spend, so you can feel confident in knowing that the ads you launch with our platform will bring results.

1-Click Ad Deployment

  • Use our uploaded proven ad templates to deploy your ads in your ad account, directly from our CRM, without ever having to access Facebook, so you don’t have to learn how to use it, which ultimately saves you time and makes you money.

Look, we’re not saying what you’ve been doing is wrong. We’re not even saying digital sales is where ALL the money is, because there’s thousands of advisors making a great living helping their clients, without ever making a single introduction, or sale, digitally.

What we’re saying is this...

The most effective way to make more money and win your time back in 2024 is NOT by:

  • Relying on random, unqualified referrals

  • Committing your time to a plethora of low-return networking events

  • Doing policy research for each and every new lead, without knowing their true level of purchase intent.

  • Being forced to “grow slow” because you have no predictable lead generation sources.Here's some stuff

These methods have become outdated, and new era of doing business is upon us.

Your entire customer base, every single person you want to sell to, is online, and you CAN reach them. That’s why the best way for financial advisors to experience faster growth, with less time spent on non-income generating activities…

is to master the digital sales process.

If you put in even the smallest of effort, with the right digital sales system, your business as an agent or advisor can grow exponentially without having to put in any additional time, work, or having to change what you’re already used to doing every day.

These methods have become outdated. A new era of doing business is upon us.

Your entire customer base, every single person you want to sell to, is online, and you CAN reach them. That’s why the best way for financial advisors to experience faster growth, with less time spent on non-income generating activities…

is to master the digital sales process.

If you put in even the smallest of effort, with the right digital sales system, your business as an agent or advisor can grow exponentially without having to put in any additional time, work, or having to change what you’re already used to doing every day.

The Old Way
Referrals/leads
Make contact
1st touch call
Actively generate qualified leads with done-for-you social media posts & digital ads
Client homework
Receive & Research
Push new leads through the process of getting their AI-powered annuity recommendation in 5 minutes
Book follow up
Presentation & offer
Acceptance
Send your leads through automated CRM follow up sequences, prompting them to book a meeting on your calendar.
Payment
90-day commission lock window
Close the deal. Rinse and Repeat.

Here’s everything you’re going to get:

  • Custom AnnuityAI™ App Access Valued at $197/monthly

  • Advisor-Specific Automated CRM - Valued at $1,497/monthly

  • Conversion-Optimized Landing Page & Website Templates - Valued at $6,997

  • 3-Click Digital Advertising System - Valued at $3,497

Total value = $12,188

Your cost = FREE for 30-days

(Then $997 per month)

Customer Experience

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Complete the free trial signup process, and immediately receive access to your new AnnuityAI™ account via email.

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Go through our quickstart success guide located in your account, which is 27 minutes & 18 seconds worth of content designed to get you up to speed on everything that needs to happen for you to be successful with your new sales and marketing resources.

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Put your new custom AnnuityAI™ referral link on your social media profiles, email footers, and personal website so that you can direct your digital traffic towards the AnnuityAI™ tool.

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Choose one of our proven ad templates and publish your lead generation ads in 5 minutes or less.

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Submit A2P registration forms, which will empower your business to legally send SMS messages to new leads, making sure that you stay 100% compliant.

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Watch our automations convert your new leads into booked appointments on your calendar.

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Meet with our team on day 10 of your trial to make sure that you’re properly optimizing each part of our advanced digital sales system.

24/7 Support and Training

Round-the-Clock Support and Continuous Learning for Agents

Gain access to a wealth of knowledge with AnnuityAI™ 24/7 support and ongoing training modules. Stay at the top of your game with the latest annuity trends, sales strategies, and product updates, backed by our dedicated team of financial experts.

24/7 Support and Training

Round-the-Clock Support and Continuous Learning for Agents

Gain access to a wealth of knowledge with AnnuityAI™ 24/7 support and ongoing training modules. Stay at the top of your game with the latest annuity trends, sales strategies, and product updates, backed by our dedicated team of financial experts.

Onboarding and Integration

Seamless Onboarding: Integrate AnnuityAI™ with Your Existing Systems

Get up and running with AnnuityAI™ in no time. Our seamless onboarding process and easy integration with your existing CRM and sales systems mean you can start enhancing your sales strategy from day one—no technical hurdles, just results.

Security and Compliance

Your Clients' Data, Secure and Compliant

With AnnuityAI™, you'll have the peace of mind that comes from a platform built with industry-leading security measures. Additionally, we employ firewalls, use two-factor authentication, backup data regularly, restrict server access, and host data in secure data centers that follow ISO/IEC 27001 and ISO/IEC 27018 protocols, so you can rest assured that AnnuityAI™ ensures that your clients' data is handled with the utmost integrity and confidentiality.

Security and Compliance

Your Clients' Data, Secure and Compliant

With AnnuityAI™, you'll have the peace of mind that comes from a platform built with industry-leading security measures. Additionally, we employ firewalls, use two-factor authentication, backup data regularly, restrict server access, and host data in secure data centers that follow ISO/IEC 27001 and ISO/IEC 27018 protocols, so you can rest assured that AnnuityAI™ ensures that your clients' data is handled with the utmost integrity and confidentiality.

The Old Way
Referrals/leads
Make contact
1st touch call
Actively generate qualified leads with done-for-you social media posts & digital ads
Client homework
Receive & Research
Push new leads through the process of getting their AI-powered annuity recommendation in 5 minutes
Book follow up
Presentation & offer
Acceptance
Send your leads through automated CRM follow up sequences, prompting them to book a meeting on your calendar.
Payment
90-day commission lock window
Close the deal. Rinse and Repeat.

Here’s everything you’re going to get:

  • Custom AnnuityAI™ App Access Valued at $197/monthly

  • Advisor-Specific Automated CRM - Valued at $1,497/monthly

  • Conversion-Optimized Landing Page & Website Templates - Valued at $6,997

  • 3-Click Digital Advertising System - Valued at $3,497

Total value = $12,188

Your cost = FREE for 30-days

(Then $997 per month)