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| Quick Start training and basic overview. How to add client's, run the Life Expectancy Questionnaire, run the Risk Tolerance Questionnaire, add income, add assets, and documents. Annuity Marketing / Suitability software. | ||
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| How to create a user login, and the importance of adding your email address, phone, and address into the system. |
| Tutorial shows you how to add your client's picture to their client record in ImagiSOFT's DataNet. |
| How to gather the right information to make a suitable annuity product recommendation. Calculate client's life expectancy, add income, add assets, run risk tolerance questionnaire so that producers can ensure that they have created a suitable sale. |
| How to make a suitable annuity sale: After gathering data on the client's income, assets, risk tolerance, life expectancy, and taxes, the agent recommends two annuity products that better meet the client's goals. |
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IMAGISOFT
, Inc. PO Box 13208 Albuquerque,
NM 87192-3208 (877) 510-4702 tech.support@imagisoft.com
Copyright 2005, ImagiSOFT, Inc. All Rights Reserved |