ImagiSOFT Logo ImagiSOFT Suitable Annuity Sales System
ImagiSOFT Suitable Annuity Sales System
$100 System $300 System Bundle
• Includes Stretch IRA, RMD, Presentations, and Life Expectancy Calculator •
$500 System
ImagiSOFT Suitable Annuity Sales System
Before You Install
ImagiSOFT Suitable Annuity Sales System
Getting Started
ImagiSOFT Suitable Annuity Sales System
Gather Information
ImagiSOFT Suitable Annuity Sales System
Stretch IRA Training
Three minutes. Watch this overview before you install. Six minutes. Installation, producer information, system setup, adding clients Five minutes. Life Expectancy, 12 Areas of Suitability, Document Storage Ten minutes. Stretch IRA vs Lifetime Income Riders.
Cost Features Include: Software Installation:
Included 12 Areas of Suitability Questionnaire
• Document Storage
Step 1:   Install the DataNet System Core.
This software will launch the other ImagiSOFT software below and connect the data with each one.
Included • Assistant Login Manager (regularly $100) This feature is enabled within 24 hours after placing your order
Included • Six Annuity Sales Presentations (regularly $100) Step 2:   Install the Annuity Presentations
Included Life Expectancy Calculator (regularly $50) Step 3:   Install the Life Expectancy Calculator
Included Stretch IRA Calculator (regularly $300) Step 4:   Install the Stretch IRA Calculator.
Included RMD Calculator (regularly $130) Step 5:   Install the RMD Calculator.
  • Total value for this package: $680 per year Step 6:   Order by securely entering your credit card information
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ImagiSOFT Inc.  PO Box 13208  Albuquerque, NM 87192-3208   (877) 510-4702  tech.support@imagisoft.com
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