Curt Gibbs
GBStretch 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!!!!
Wayne
GBImagiSOFT This software is great for analyzing Social Security strategies.
William C. Hollingsworth RICP
GBSocial 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.
Annalee Leonard
GBStretch IRA illustration Any adviser who cares about their client should be ready to show them how the 8th wonder of the world-"time and compounding" can work for their heirs. This is a wonderful tool, easy to use and so easy to explain to the client. Thanks for a great job. Annalee Leonard
Marc
GBOutput report needs a fresh look Given today's tech possibilities, I'd like to see reports that have a bit more visual crispness.