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ImagiSOFT's Split Annuity software, The Flexible Income Stream,
allows up to three buckets of income from 5 to 10 years in duration each.
You can enter your own annuity products or choose pre-entered products from
most of the major annuity companies.
Our product database includes current, guaranteed, and bonus interest rates, plus
state approvals and surrender charges. The report compares the after-tax income
produced from the annuity portfolio with taxable accounts such as money market funds,
savings accounts, and certificates of deposit. |
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Use the Stretch IRA software to show your client how to maximize the income that
IRA assets can produce over several generations. Allows up to 10 ultimate beneficiaries.
Includes reports for both annuity products and FINRA regulated investment accounts.
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The STRS Pro Calculator illustrates retirement estimates for all 50 state and
independent city Teacher Retirement Plans. It also includes dynamic sales and concept presentations. |
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A legal and accurate RMD calculator. |
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A legal and accurate 72(t) SEPP calculator. |
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A legal and accurate 403(b) MAC calculator, including 402(g) catch up provisions. |
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Paycheck Analysis will help persuade customers to increase their tax sheltered account contributions. |
