Everything an annuity advisor needs — nothing they don't.
One workspace to shop live rates, illustrate every product type, backtest twenty years of crediting history, and hand a client a compliant, branded proposal before the meeting ends.
Live market intelligence, always current
Stop toggling between carrier PDFs and spreadsheets. Rates, products, and carrier data — live, in one screen.
Live Rate Watch
A Bloomberg-style ticker of MYGA yields, FIA caps, and participation rates across 40+ carriers, refreshed as the market moves.
Product Marketplace
Faceted search across the entire annuity universe — filter by product type, term, income rider, surrender schedule, and carrier rating.
Product Compare
Put up to four products side-by-side — caps, spreads, riders, and fees — to show clients exactly why one product wins.
Carrier Library
Financial strength ratings, product lineups, and contract details for every carrier on the platform, in one reference library.
Index Library
Deep profiles of every crediting index — methodology, volatility control, historical behavior, and how each one actually credits.
Index Fund Fact Sheets
Institutional-style fact sheets for every index, ready to hand a client or drop into a proposal.
One illustration engine, every product
Model any product type in minutes, with the same client-ready polish every time.
MYGA Illustrations
Multi-Year Guaranteed Annuity projections with transparent, guaranteed growth breakdowns.
FIA Illustrations
Fixed Index Annuity illustrations across crediting methods — cap, participation, and spread — with side-by-side scenarios.
RILA Illustrations
Model buffer and floor strategies for Registered Index-Linked Annuities with clear upside/downside visualizations.
Income & SPIA Illustrations
Lifetime income riders and Single Premium Immediate Annuity payouts, illustrated with guaranteed vs. projected values.
AI-powered analysis that removes the guesswork
This is where Advisor Annuity Pro thinks alongside you.
MRI System
A full Market Risk Intelligence read on any product or index, distilled into a single, explainable score.
401(k) vs. FIA
A side-by-side comparison tool that reframes the rollover conversation in numbers clients can see, not just hear.
Historical Replay
Backtest any FIA crediting method against 20+ years of real index data. Compare a zero-floor annuity against a raw S&P 500 sequence — CAGR, max drawdown, and volatility, side-by-side.
Suitability & Best-Interest
Built-in suitability logic that flags mismatches before you submit, keeping every recommendation defensible.
AI Assistant Suite
A connected set of AI tools inside every case.
- Case Workspace — Organize every document, note, and decision per client.
- AI Case Designer — Let AI recommend and structure the right product mix from a client's fact-finder.
- Sales Assistant — Rank the best-fit product for a client and draft objection handling in your voice.
- Communications — AI-drafted client emails and follow-ups, tone-matched to you.
- Report Builder — Turn any analysis into a polished, client-ready report in a click.
From analysis to signature, without leaving the platform
Close the loop the same day you illustrate — proposal, application, signature, and compliance file, together.
Presentation Mode
A distraction-free, client-facing view for in-meeting walkthroughs — no spreadsheets, no tab-switching.
One-Click Proposals
Generate compliant PDF proposals with your branding, disclosures, and e-signature-ready pages in seconds.
Case Manager
Track every opportunity from prospect to funded with a pipeline board, filters, and next actions.
Suitability & Compliance
A pre-submission review assistant that surfaces documentation gaps before the case leaves your desk.
Compliance
Every case backed by a documented, defensible compliance trail.
Suitability Questionnaire
A guided, carrier-ready suitability intake built into every case.
Commissions
Track expected and paid commissions by case and carrier, automatically.
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.