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!!!!

strs teachers in california I like with michaels imagiSOFT....you straight-talk system...kimble mason

Great and simple software I've used the RMD software for many years and have found it to be simple to use and the output is succient and to the point. I've never had any problems with it over the years. Also, it's a great price for what you get. I've just started using the Guaranteed Lifetime Income Selection and Social Security software and I feel it is very useful and again easy to use.

What a great concept selling tool! I've been chasing a client for some 6 months who has an inherited IRA mutual fund. Even though I'm a seasoned agent I was having a difficult time getting her to understand the concept of a generational IRA that would be put into an account that would be guaranteed, safe and would participate in market gains and no losses. If you haven't already guessed an equity indexed annuity. I spent 4 hours searching the internet for a software program that would give her a more visual approach to what I was trying to convey to her. I signed up for the 7 day free trial, was able to speak with Mike Prestwich who is the designer of the software and is also an insurance agent amongst other things I don't know about. (HA HA) He walked me though this software and it ended up being the most simple presentation that I could have hoped for. By the way I made the presentation to this particular client on Tuesday night and closed a $202,000.00 sale! (Thanks Mike!) Please take a serious look at this software it will not disappoint. If I can be of service to you after reviewing this software Mike has my contact information and I would be glad to help you.

Impressive products supported by excellent customer support. I have used ImagiSoft illustration products for several years in my retirement planning practice. The ease of use and the way the products break down complex financial concepts for my clients and prospects is invaluable.