October 11th, 2017

Introducing the New and Improved Shopping Annuity Assessment

The Shopping Annuity revolution just continues to get bigger and better – with new enhancements that make it easier than ever to convert your spending into earning! Our world-class development team has just implemented some exciting new updates to the Shopping Annuity Assessment that will help us take the Shopping Annuity to the next level as we continue to Uberize this revolutionary concept.

I’m very excited to share that we’ve just completed our new Shopping Annuity Assessment with a cutting-edge responsive design and other features that improve the functionality and user experience. The Shopping Annuity Assessment has been completely overhauled to make building your Shopping Annuity more convenient, efficient and effective.

With these new enhancements, the Assessment has become more personalized and resourceful so that you will interact with it every day and be on track to create an ongoing income. Here are some of the key enhancements that were just released…

Responsive Design Replaces Mobile version and App

Whether you are interacting with your Assessment on mobile, tablet or desktop; the site has been optimized for that device. This seamless design creates a better user experience regardless of which device you use to access it. Keep in mind, the Shopping Annuity App has been disabled and all Assessments will now be available via UnFranchise. Simply login to UnFranchise on any device to create or access a Shopping Annuity Assessment.

Step 1: Time Value

This exercise will function primarily the same way it has in the past to identify the value of your time spent shopping that will be saved when you build your Shopping Annuity.

Step 2: Household

You will be asked to add more specific information on your household, such as the number of the adults, children, pets and vehicles, so that we can provide you with a more complete final report that takes into consideration your home’s makeup. In addition, these details allow us to generate your household’s estimated spending, will automatically populate in your annual spending exercise and help us to make more valuable recommendations for your specific household.

Step 3: Exclusive Brands

When you view the results of your recommended exclusive brands, you will now notice:

  • Products are more organized. For example, rather than seeing a single list of all health and nutrition products, you will see them broken down into categories such as “Digestive Health”, Children’s Support” etc.
  • Products now offer a “Quick View” to show important information, descriptions and testimonials about that product. Additionally, you will be able to see social media images from other UFOS and customers who have used that particular product. Making the decision to switch from a competitor brand to your own brand right from your assessment has never been easier.

Step 4: Regular Spending

The enhanced Regular Spending exercise features more categories and sub categories to get more granular about where your money is spent on a monthly basis. When you provide these additional details, we are able to make better store and product recommendations. For example, the Food Category is now broken down to include more subcategories. If you enter a value for “baby food”, we will recommend appropriate stores for that. If you put a “0” there, we know not to recommend those types of stores and/or products for you.

Step 5: Annual Spending

When you enter your household’s spending on recurring annual events such as birthdays, seasonal events and holidays, we’ll build a customized list of Events that are important to you. Different types of events will prompt you with more specific questions to allow us to make personalized recommendations. For example, when you enter in a holiday, we will ask you if you are traveling or hosting so we know whether to recommend stores for hosting an event or travel deals. The system will notify you via email or text (if you are opted into SMS texts on UnFranchise) 60 days prior to your scheduled event to create a MyList and/or a gift registry and then again 30 days prior to the event to share it with your friends and family through your favorite social media channels or email. It is important to take the time to populate this exercise with as many events as possible so that you have the opportunity to prepare for the annual spending that you’re going to do anyway, redirect that spending to your own business, fund your shopping annuity and even create new customers by sharing your registry with others.

Step 6: Projections
With the new responsive view, you will be able to enter in your organization’s details and projects easier across all devices.

Step 7: Complete Report
The information you receive in your final report is now more personalized and interactive.

  • View graphs that depict your progress toward SAMM status, savings and earnings.
  • Products can be added to cart, MyLists and coming soon a Shopping Annuity AutoShip! You can either click the products you want to put them into conveniently located lists or you can drag and drop them.
  • Top Store recommendations with the highest BV and IBV are more relevant because of all the additional details you provided in the assessment.
  • Now you can, sign up for SHOP Local by linking your card in the assessment.


Since the Shopping Annuity Assessment has been updated, you will need to go through it and complete it as part of the Shopping Annuity Master Member (SAMM) Program this quarter. It was updated on October 6, so any completions prior to that date will not count for this quarter (go check your SAMM report to confirm that you have it completed this quarter). You will need to update your Shopping Annuity Assessment each quarter going forward as part of the SAMM. Most importantly, by completing the new assessment; you are taking a giant leap forward to receive better information, recommendations and reminders to build your Shopping Annuity.

Keep Growing!

-JR Ridinger




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