The Only Annuity Tool Proven to Double your Conversion Rate.
Compare your client's annuity side-by-side with alternatives, calculate optimal roth conversions, and even fully replace contracts still in surrender!
Features
A World-Class Suite of Tools
Trusted by thousands of financial advisors, AnnuityOS seamlessly compares your client’s annuity to thousands of alternatives, calculates maximum conversion or Roth potential, and generates professional reports that significantly boost your close rate.
Score
Rate your clients' annuities against thousands of products to highlight performance gaps, fees, and growth potential.
Compare
Showcase your client’s current annuity next to recommended alternatives, and build trust and credibility in the process.
Convert
Our cutting-edge Zero-Loss Transfer algorithm can calculate the maximum conversion for your clients' annuities and generate a custom compliance report in seconds.
Roth Blueprint
Help clients to maximize retirement income by balancing Roth contributions against tax rates and minimum account values.
World-Class PDFs
Generate professional, client-ready PDF presentations that highlight key metrics, illustrate potential gains, and showcase next steps—helping you close deals.
Executive Tools
Get in touch about how we can create massive gains for your business with custom integration and support.
Start your Free Demo
Thousands of people have simplified, transformed, and turbocharged their businesses using AnnuityOS. Get started today!
Everything AnnuityOS puts out is cutting edge. Truly tip of the spear. Moved many millions using their multiple software solutions. Can’t wait for the next!
Terry Dennis | RFC, CFEd, CFF