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.

Separate yourself from the Masses! In my practice I work primarily with qualified money. I illustrate the Multi-Generational or Stretch concept in almost every interview no matter what their intention, simply because it sells and it opens a nice dialog every time. A good example of this happened to me just last month where I was competing with another adviser on a 1.2 millions dollar sale and who happened to be illustrating the very same product, only I got the business because I showed this concept. I have been in this business for over 35 years and I believe anyone who illustrates this concept correctly will make many more sales, period! Showing people how to create a lasting legacy and educating them about the possible tax traps from their "Least Favorite Relative, Uncle Sam" is a story that everyone of your potential clients should be hearing. Believe me, it will turn many more of your interviews into clients. Top notch software and the customer service is second to none! Great Job ImagiSOFT!

Love the simplicity of the RMD calculator Using the Imagisoft RMD calculator is quick and easy, making RMD calculations a cinch.

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.

Required Minimum Distribution Tool This is an excellent little piece of software. I use in extensively in my practice, and it has become indispensable. We have a number of clients who need to take RMD's and many who have inherited IRA's where the RMD calculation is more difficult. The software is quite accurate, easy to use, and the printout really helps my clients to understand what needs to be distributed to them and why. It is a great tool!