Separate yourself from the Masses! 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!

Output report needs a fresh look Given today's tech possibilities, I'd like to see reports that have a bit more visual crispness.

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

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

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.