ImagiSOFT, Inc.Reviews of imagisoft.com

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.

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.

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!

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

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.

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!

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!!!!

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.