11/5/25 - Real Annuity Case Solves in Annuities Genius with GrantAI

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Watch a live walkthrough of GrantAI inside Annuities Genius as we solve real advisor scenarios—entering client facts, generating product recommendations, exploring allocation options, and producing a one-click client email with your signature and NPN included.

You’ll see how to:

Go from raw client inputs to a ranked product recommendation in minutes
Compare allocation/participation settings and assumptions
Create a polished client summary email (subject line + next steps)
Summarize cases (e.g., $5k Roth IRA; $50k IRA rollover; simplified withdrawal/RMD example)

Try Grant AI: https://annuitiesgenius.com/grant-ai

Book a 15-minute walkthrough: https://annuitiesgenius.com/

Chapters

00:00 – Intro & Q&A housekeeping
04:22 – What we’ll cover today + drop your scenarios
07:16 – Case 1: 30-year-old, $5k Roth IRA (data entry in Grant AI)
10:46 – Case 1 result: Top product recommendation
12:23 – Exploring alternative allocations & participation settings
14:14 – Case 2 setup: Simplified withdrawal/RMD scenario
15:20 – Case 2 assumptions & inputs
20:41 – Case 2 result: Final recommendation & next steps
21:14 – One-click client email: subject line + signature/NPN
26:10 – Case 3: $50k IRA investment & recommendation summary
28:19 – Pricing/IMO questions (where to ask)
28:35 – How to get a 15-minute walkthrough
29:08 – Wrap-up & upcoming webinars