ImagiSOFT, Inc. Reviews 20

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!

exactly what i was looking for. the software was a tremendous help in fulfilling a clients need.

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

I spent time with a CPA this morning whom I have never met before today. After showing him what I can do for his clients and the ImagiSoft tools he was impressed enough to tell me that we are going to do a lot of business together.

Great software, great guys to work with and great results. Give em' a call.

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

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

This software is great for analyzing Social Security strategies.

I like with michaels imagiSOFT....you straight-talk system...kimble mason

always a pleasure to use this report to prospective new clients.

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.

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.

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.

We have used ImagiSOFT's RMD software for very many years. It is simple, straightforward, and easily understood by our clients. We do many hundreds of RMD calculations every year and have several tools available to us to use, but we prefer to pay ImagiSOFT's annual fee (which is extremely reasonable) rather than use those other tools included in our very expensive software suites. Frankly, if you do any number of RMD calculations, this is the tool you absolutely owe it to yourself to try. You will not be disappointed.