What a great concept selling tool! 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.

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.

strs teachers in california I like with michaels imagiSOFT....you straight-talk system...kimble mason

First showing to client First showing to client - first sale on stretch! MS IL

Impressive products supported by excellent customer support. 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.