ImagiSOFT Logo ImagiSOFT Suitable Annuity Sales System
ImagiSOFT Suitable Annuity Sales System
Watch the video, Selling Annuities Doesn't Have To Be Hard (2:55)
ImagiSOFT Suitable Annuity Sales System
ImagiSOFT Suitable Annuity Sales System Efficient Workflow. Save hours by entering data only once. This is passed to presentations, product disclosures, and annuity application forms
ImagiSOFT Suitable Annuity Sales System
ImagiSOFT Suitable Annuity Sales System Find the Money. Discover the financial problems your clients want to solve by asking the "Suitability Information" at the beginning of the sale
ImagiSOFT Suitable Annuity Sales System
ImagiSOFT Suitable Annuity Sales System Customize it. Add additional features such as presentations, concept illustrations, product disclosures, and annuity smart form applications
ImagiSOFT Suitable Annuity Sales System
ImagiSOFT Suitable Annuity Sales System Protect yourself. Securely archive confidential client interview forms, sales materials, and audio recordings
ImagiSOFT Suitable Annuity Sales System
ImagiSOFT Suitable Annuity Sales System Submit Annuity applications to carriers in seconds
ImagiSOFT Suitable Annuity Sales System
ImagiSOFT Suitable Annuity Sales System Compatible. Requires Windows XP, Vista, or 7 connected to the internet
The Suitable Annuity Sales System is Free!
Click here to install, then watch the Getting Started video

ImagiSOFT makes its money by selling presentations and concept illustrations directly to annuity producers that "plug-in" to this system.
We also add company-specific annuity illustrations and electronic smart form annuity applications. Call us at (877) 510-4702 for details.
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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
Emil J. Wansa
IMAGISOFT , Inc.  PO Box 13208  Albuquerque, NM 87192-3208   (877) 510-4702  tech.support@imagisoft.com
Copyright 2011, ImagiSOFT, Inc. All Rights Reservedd