11/19/25 - Maximize Annuity Sales: Built-in Lead Gen Websites & Grant AI Case Study
Автор: Your AI-first annuity sales platform 🤖
Загружено: 2025-11-25
Просмотров: 3
#AnnuitySales #FinancialAdvisor #annuitiesgenius
In this Annuities Genius Masterclass, we dive into two powerful tools designed to save you time and increase your closing ratio. First, we explore the often-underutilized Website Feature - an "out-of-the-box" solution that allows you to create a professional lead generation funnel in minutes without needing a designer or hosting service.
Next, we jump into a live Grant AI demonstration. Watch as we process a real-world case for a client ("Tom from Nevada") looking to solve a retirement income gap. We show you how to use AI to instantly calculate the premium needed to meet specific income goals and compare top-rated products in seconds.
In this video, we cover:
Instant Websites: How to set up your branded landing page and video lead funnels.
Grant AI Demo: Running a joint income case and solving for premium shortfalls.
Fee Analysis: How to instantly breakdown and explain product fees to clients.
Carrier Management: How to create custom "decks" for different IMOs and carriers.
Stop spending hours on admin and start spending more time selling.
🚀 Ready to streamline your annuity business? Visit https://annuitiesgenius.com to start using these tools today!
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