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| $300 System |
$500 System Bundle
• Includes Split Annuity, Stretch IRA, Roth IRA, RMD, and Annuity Marketing • |
Before You Install |
Getting Started |
Gather Information |
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: |
| Free |
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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. |
| Included | • Split Annuity Software (regularly $600) | Step 6: Install the Split Annuity Software. |
| Included | • Roth IRA Calculator (regularly $600) | Step 7: Install the Roth IRA Calculator. |
| Included | • Net Worth, Cash Flow, Defined Benefit, Employer, and Risk Tolerance Questionnaire (regularly $200) | Step 8: Install the Net Worth, Cash Flow, and Risk Tolerance features if you are a retirement or financial planner. |
| • Total value for this package: $2,080 per year | Step 9: Order by securely entering your credit card information |
| Back to the Suitable Annuity Sales System Main Page |
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ImagiSOFT
Inc. PO Box 13208 Albuquerque, NM 87192-3208
(877) 510-4702 tech.support@imagisoft.com
Copyright 2012, ImagiSOFT, Inc. All Rights Reserved ;Privacy Policy |