Imeriti Inc. Acquires Cap Tran Software

Del Mar, CA   - January 6, 2009 – Imeriti, Inc. a leading insurance wholesaling firm specializing in the distribution of life insurance products through financial institutions and independent representatives, has acquired Cap Tran Software, a Michigan based provider of leading technology solutions to financial professionals.  The acquisition will integrate the software’s capabilities on an Imeriti platform delivering the industry’s best wealth transfer software.

“The combination of Imeriti and Cap Tran presents unbelievable sales concepts which directly deal with the largest transfer of wealth in US history,” said Jacob Stern, chief executive officer, Imeriti, Inc.  “This is exciting news and we are looking forward to sharing the benefits with our customers and providing an extremely unique tool to our marketplace.”

Acquiring this software is a significant milestone and achievement for Imeriti.  Over 300 banks and credit unions will have immediate access to the software along with 1,000 independent insurance representatives.  Cap Tran has six capital transfer strategies that calculate, illustrate and present the most efficient methods for the intergenerational transfer of wealth.  Monthly webinars will be held demonstrating the software’s capabilities as well as Imeriti hosting four certification classes in 2009.  All certified representatives will hold the unique designation of being an Imeriti wealth transfer specialist, giving each individual representative complete access to the software for one year at no cost.  There is a considerable advantage being one of the first advisors to use this software and Imeriti wants all customers to take advantage of this incredible opportunity.

About Imeriti

Imeriti is a leading wholesaler of Life Insurance products to financial institutions, banks, credit unions, broker-dealers and independent advisors for 29 years.  In 1979, Carl Stern, founded Imeriti, Inc. as a means for financial advisors to more easily provide annuity, life insurance and long term care products to their clients.  Today Imeriti serves over 300 banks and credit unions, 1000 independent Life Insurance agents and large broker dealers.  Customers across the country rely on Imeriti to enhance the independent representative’s ability to process life insurance and optimize sales opportunities.  Visit www.imeriti.com .

For further information contact:

Katie Hadland, Marketing, Imeriti
800.921.3100, [email protected]