Live rates · 40+ carriers · AI-assisted

Where advisors turn market losses into guaranteed outcomes.

Shop live rates, run MYGA, FIA, RILA and income illustrations, replay twenty years of historical crediting, and deliver a client-ready proposal in minutes — all inside one calm, considered workspace.

FINRA-aware Carrier-agnostic AI-guided
The platform

Everything an annuity advisor needs — nothing they don't.

Live Rate Watch

Bloomberg-style ticker of MYGA yields, FIA caps, and participation rates across 40+ carriers.

Annuity Marketplace

Faceted search by product type, term, income rider, surrender period, and carrier rating.

Historical Replay

Backtest any crediting method against 20 years of real index data to remove the guesswork.

Illustration Engine

MYGA, FIA, RILA, SPIA, and income riders — client-ready charts, breakdowns, and side-by-side compares.

AI Sales Assistant

Rank the best product for a client's fact-finder, then draft objection handling in your voice.

One-Click Proposals

Generate compliant PDF proposals with your branding, disclosures, and e-signature-ready pages.

Historical replay

Show clients what would have actually happened.

Backtest any FIA crediting method against 20+ years of index data. Compare a zero-floor annuity against a raw S&P 500 sequence and eliminate the "what if" objection with real numbers.

  • Point-to-point, monthly sum, and monthly average
  • Cap, participation, and spread scenarios
  • CAGR, worst drawdown, and account value curves
S&P 500 · LiveZero-floor FIA
20052025
CAGR
7.2%
Max DD
0.0%
Volatility
4.1%

Close more annuity business, faster.

Join advisors using Advisor Annuity Pro to shop, illustrate, and present in a single afternoon what used to take a week.