ImagiSOFT Annuity Sales and Suitability Training Video, Session 2

26 minute video covers basics of how to use the software:
  • How to enter client's employer / salary
  • Entering client assets and liabilities
  • Client balance sheet
  • Risk tolerance
  • Income sources
  • Projecting client's future income
If it does not start automatically, press the play button at the bottom of this page.



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