Notes, fact finder, and illustrations go in. A ten-page, branded, compliance-clean proposal comes out — with Claude doing the math, the charts, and the layout, and you doing the presenting.
Built on the proposal system Tracy Lownsberry uses at Up North Retirement — the same pages, the same design rules, the same checks — packaged so any agent can run it with their own name, logo, and headshot.
These are not projections. They are cases agents closed after sending us their notes and fact finder, getting a proposal package back, and presenting it.
Two contracts — $745,746 and $495,810 — from one proposal package. Then two referrals worth another $300,000.
An older annuity audited, the tax cost of leaving shown, and a replacement that roughly doubled the client's guaranteed income.
Positioned as the no-loss bucket beside a $2.7 million portfolio, so the rest could stay invested through a downturn.
Seven $250,000 rungs, shown side by side with a bond ladder on yield, tax deferral, and what happens if rates move.
An agent who had never used a written proposal presented a package built this way and closed it.
Including the tax math, the charts, and a page-by-page check for overlapping text before anything is delivered.
Results reported by Annuity Giants members. Individual results vary with market, product availability, and the agent's own sales process.
Click any page to read it. Client names are changed; every number is from a real illustration.
Documents beat notes. A wrong sex, age, or state on an illustration stops the build, so check those first. Tick the boxes as you gather them.
The build cannot start without these.
Replacement, LTC, and prior-contract cases need more.
Four steps. You are in the conversation the whole time, so nothing gets invented and nothing goes out you haven't seen.
The kit folder, your logo and headshot, then the client documents. Paste the opening line below.
One message back: the pages it will build, the headline numbers, the recommendation, and anything missing.
Gap math and tax estimates first, then charts, then the PDF. Every page is rendered and looked at before delivery.
Fix anything in one sentence. Then walk the client through it — the pages are built to be presented, not just read.
Build this per the UNR Proposal Playbook and the example scripts. Case type: income. Gap: $18,000 a year starting at 67. Focus: guaranteed income, keep the IRA liquid. Recommendation: Carrier X income annuity at $300,000.A playbook Claude reads, two worked examples it copies from, and the rules that keep every proposal looking the same.
One membership. The kit, plus everything we use to train agents and run cases, all included.
Use code FALL2026 at checkout. Then send your notes and fact finder to Support@theannuitygiants.com and Tracy's team builds your first proposal package with you and gets on a call to show you how to present it. No split, no contract.
Get it now — 50% off the annual membership Or see everything at TheAnnuityGiants.com