Curt Gibbs
GBStretch 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!!!!
Resulted in first sale MS IL
GBFirst showing to client First showing to client - first sale on stretch! MS IL
Larry Starr
GBRMD Software the absolute BEST! We have used ImagiSOFT's RMD software for very many years. It is simple, straightforward, and easily understood by our clients. We do many hundreds of RMD calculations every year and have several tools available to us to use, but we prefer to pay ImagiSOFT's annual fee (which is extremely reasonable) rather than use those other tools included in our very expensive software suites. Frankly, if you do any number of RMD calculations, this is the tool you absolutely owe it to yourself to try. You will not be disappointed.
Marc
GBOutput report needs a fresh look Given today's tech possibilities, I'd like to see reports that have a bit more visual crispness.
Tommy Ruff, CLU ChFC MCEP
GBTommy L. Ruff, CLU ChFC Master Certified Estate Planner I spent time with a CPA this morning whom I have never met before today. After showing him what I can do for his clients and the ImagiSoft tools he was impressed enough to tell me that we are going to do a lot of business together. Great software, great guys to work with and great results. Give em' a call.