The AnnuityCheck difference
AnnuityCheck is a free, all-encompassing tool to help you gain complete control over your selling process. There are three pillars of our software: The Snapshot Tool, the Illustration Tool, and the turn-key AnnuityCheck Seminar program. All three are designed to help you to maximize your close rate while minimizing your costs and slippage.

AnnuityCheck formula for success
The right audience
You will start with our proven custom mailer designed to attract the attention of the 4 trillion dollar annuity owner market. RME360, the leader in seminar marketing, will use their powerful demographic tools to optimize your results in your local market.

The right message
Then you will deliver proven content designed to educate annuity owners about the pitfalls that could cause their annuities to underperform and what they can do to improve their situation. You will be presenting concepts that are undeniable and get prospects to act.

The right process
Our automated process keeps you on top of your attendees inside your “my seminars” tab. Everything from registration cards to delivering the most powerful annuity calculations available is only a few clicks away. We take you all the way from marketing, to the point of sale.