Build an Annuity Case in Minutes with AI + Your Lead-Capture Website | Masterclass скачать в хорошем качестве

Build an Annuity Case in Minutes with AI + Your Lead-Capture Website | Masterclass

#AnnuitySales #FinancialAdvisorTools #AIforInsurance In this week's Annuities Genius Masterclass, Danny Copinga walks through two powerful features every annuity producer should be using: the built-in lead-capture website that comes with your account, and a live GrantAI case build from start to finish. You'll see how to set up your product deck, customize your personal subdomain and funnel page, and then watch as GrantAI analyzes a real attendee scenario — a 72-year-old male in North Carolina with $145K from a 401(k) looking for immediate income — comparing SPIA vs. FIA with income riders, breaking down fees, and generating a full recommendation report you can present to clients. Whether you're doing Facebook lead gen or just want to feel more confident presenting annuity cases, this one's packed with practical takeaways. 🔗 Try Annuities Genius: https://www.annuitiesgenius.com 📅 Live Masterclasses every Wednesday at 11 AM PT Chapters: 0:00 – Welcome & masterclass format 0:55 – Setting up your product deck 2:50 – Your built-in website & subdomain 4:00 – Customizing branding, colors & logo 5:00 – How the lead-capture funnel works 6:50 – Rates page & quote flow walkthrough 7:50 – Using the site for Facebook marketing 9:40 – Plans overview: Starter, Prime & Genius 11:30 – Q&A: domains, pricing & state selection 12:00 – Live case build: attendee scenario 14:00 – Entering the case into GrantAI 15:30 – AI clarifying questions (SPIA vs. income rider) 16:30 – Full case analysis & product comparison 18:00 – PDF export, illustrations & brochures 19:00 – Follow-up prompts: objection handling (fees) 21:30 – Fee comparison vs. bonds, mutual funds & CDs 23:00 – Wrap-up & next week's masterclass