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!!!!

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.

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.

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.

RMD 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.