Jason McBride
GBExcellent Company, People and Products I have been using Imagisoft products for many years and without a doubt they have helped my business by helping my clients. Imagisoft figures out how to take concepts that my be complex, and present them in a simple, entertaining way that helps the light bulb come on. An educated customer is a happy customer and Imagisoft does a good job of educating. Jason McBride-Sr. VP-Presidential Brokerage, Inc.
Tim Harlow
GBRequired 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!
Wayne
GBImagiSOFT This software is great for analyzing Social Security strategies.
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.
Annalee Leonard
GBStretch IRA illustration Any adviser who cares about their client should be ready to show them how the 8th wonder of the world-"time and compounding" can work for their heirs. This is a wonderful tool, easy to use and so easy to explain to the client. Thanks for a great job. Annalee Leonard