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ImagiSOFT's Split Annuity Software Demonstrates the Powerful Tax Advantages and Guarantees of Annuity Products.
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An annual Income Tax Reduction of over $12,000
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A 15 year guaranteed income stream that increases every 5 years, whereas,
in his current accounts the client faces the risk that interest rates, and
therefore his income, may drop in the future
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$85,000 additional after-tax income during the first 15 years
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A $5,400 guaranteed monthly life income option in the 15th year
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A return of the original $800,000 principal in the 15th year based on
an illustrated interest rate of 4.30% in a Fixed Indexed Annuity product
(the guaranteed minimum cash surrender value is $555,652)
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Safety. Assets are backed by financially secure insurance companies
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Reasonable liquidity
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Diversification between four reputable, insurance companies, and
four different kinds of annuities, each with a different time frame, and purpose
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The Split Annuity Software's built-in database of dozens of companies and hundreds of products
ensures that you will be able to select the most suitable and competitive products that best meet
your client's needs. Create the perfect blend of Single Premium Immediate Annuities,
Multi-Year Guaranteed Interest Rate Single Premium Deferred Annuities,
and Fixed Index Annuities to accomplish your clients' retirement income goals.
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The built-in presentation,
A Tale of Two Tax Returns is a dramatic example of how the proper use of
annuity products may increase the after-tax income of your clients.
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30 day money back guarantee. Split Annuity Software only $600 annually.
Company licenses of 50 or more units available.
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Try before you buy! Click the image to the left to install a fully functional
7day trial.
Requires Windows XP, 2000, ME, 98, or NT. Windows 95 no longer supported.
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