ImagiSOFT This software is great for analyzing Social Security strategies.

Output report needs a fresh look Given today's tech possibilities, I'd like to see reports that have a bit more visual crispness.

Stretch IRA Client Friendly!! The Stretch IRA Multi-Generational software works great and is easily understood for clients. I have used it to close two cases in the last year. Without the ability to give the client a simple easily understood illustration I don't think I would have closed these cases.. Thanks ImagiSOFT!!!!

exactly what i was looking for exactly what i was looking for. the software was a tremendous help in fulfilling a clients need.

If your clients dislike taxes on their IRA's. Read this! Most owners know they must pay taxes on their IRA beginning around age 70. But ask them if the know that income taxes need to be paid after their death (single person) or after the last spouse's death (a couple) and you get all kind of responses. Most of which are "I did not know that taxes are due." Here is away to show parents that upon their death they can have the option of letting their kids take "lump sum" or to choose when to have the income tax occur. I just started using ImagiSoft in Dec 2014 and in January I closed a new prospect (husband and wife) into clients for premium of $937.000. The payout to parents and kids.........is 4 times as much..........$3,639,768.00. Talk to Michael.