Excellent 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.

Social Security Maximinization I have used the SS income software for a couple of years now, and have found it a very useful tool to help my clients and prospects learn just how important it is to know their options of when and how to file for their Social Security benefits. The software is easy to use and Michael has been great with helping answer questions which come up from time to time. Everyone in our field needs to have this tool available for their clients and empower them increase their retirement income.

The software is intuitive and everyone … The software is intuitive and everyone I have ever spoken with at the company has been beyond helpful. Do yourself a favor and check out their offerings - you will not be sorry!

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.

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!!!!