11/5/25 - Real Annuity Case Solves in Annuities Genius with GrantAI скачать в хорошем качестве

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

#GrantAI #AnnuitiesGenius #AnnuitySales #FixedIndexedAnnuity #InsuranceAgents #FinancialAdvisor #RetirementPlanning #Suitability #Insurtech #aiininsurance 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