Born to reveal the hidden annuity gems from the nation’s top companies.
David Novak
CEO of Annuity Educator & Annuities Genius
Our annuity genius product family
Annuity Educator
Free and Transparent Annuity selection for our clients.
Our story
Insurance story begins
The journey begins when I became an insurance agent. I quickly saw the imperfections in the industry, with agents often prioritizing their profits over the client's best interests. This led me to develop a personal annuities quoting system that would offer transparency and fairness.
The Birth of AnnuitiesGenius
The idea to share this fair and transparent annuities system with the entire industry was born. Agata Global Tech LLC was registered, the team was assembled, and the first prototype of AnnuitiesGenius was created.
Launch & Early Adoption
The vision started to materialize. The first version (V1.0) of the AnnuitiesGenius platform was launched, bringing transparency to annuity recommendations. By the end of the year, approximately 50 agents were using the system, helping ensure fair annuity choices for clients.
Active Growth
The platform experienced significant growth, onboarding around 1,000 agents by the end of 2023. Multiple carriers joined, and the system handled billions in estimated submitted premiums. This success was driven in part by the creation of landing pages for organic lead generation, helping more people learn about and use AnnuitiesGenius. Additionally, the rise in consumer demand for the software began, as more annuity buyers wanted direct access to the platform to validate their recommendations or conduct their own research.
Nowadays
Now, this annuity technology is available to everyone. Annuity Educator is here to help people like you learn about annuities, conduct your own research, and find the right way to protect your nest egg and enjoy your well-deserved retirement.
Our mission consists of navigating those in or approaching retirement toward financial prosperity by providing all the tools and assistance necessary to do so.
By striving to provide transparency, trust, and customer-centric solutions, our state-of-the-art services have ensured a myriad of clients opt for the retirement investment best suited to their unique preferences.
