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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!

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!

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.

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