|
Sign up for our Newsletter |
|
|
|
Quick Start
(3 min)
Demonstrates the basic steps required to succeed with this
system.
Important! Be sure to watch this video!
|
Getting Started
(6 min)
Covers the importance of entering your producer information, how
to change the screen's appearance, and how to add your clients.
|
Gather Information (5 min)
Using the optional ($50)
Life Expectancy Questionnaire and built-in
12 Areas of Suitability Questionnaire finds the money, and
makes it easier for you to help clients reach their financial
goals.
This video also explains how to make a Document Group to store
PDF and scanned documents.
|
"I use ImagiSOFT's Suitable Annuity Sales Marketing System rather
than individual software modules. It's easier under one roof and I'm
able to be more organized in working with my clients."
Emil J. Wansa, President Academy for Financial Strategies &
Designs, LLC
|