Ready-2-Retire Featured on the American College Wealth Channel

Ready-2-Retire, the breakthrough application developed by LIMRA and Impact is discussed by David Littell from the American College, Paul Henry from LIMRA and David Freitag from Impact.  These short videos segments will give you an overview and insight into the application that is fast becoming a “must have” tool for companies and advisors who are working in the retirement income planning market.

1. Advertising in the Digital Age

2. Retirement by the Numbers. Or Not.

Producers can order Ready-2-Retire for your practice by  clicking here.

Impact and LIMRA Launch Ready-2-Retire

Impact and LIMRA are excited to announce a new application, Ready-2-Retire, for the Retirement Income planning market.  LIMRA provided the research and content for Ready-2-Retire and Impact provided the creative user interface design, development and technical programming.

This interactive tool provides a new way to look at preparing for retirement.  LIMRA research studies show that pre-retirees do not give sufficient thought to decisions affecting their future.  Questions about when, where and how to retire, require serious consideration.  Pre-retirees often underestimate the challenges and risks that threaten their future quality of life.  The Ready-2-Retire application offers consumers a “Vehicle for Self-Discovery”.  It helps them visualize dreams about their next phase of life.

Ready-2-Retire will engage, educate and prepare the next generation of retirees to take action.  It is an excellent lead-generation platform for companies and advisors.

Ready-2-Retire works with web browsers and is iPad ready.

Impact and LIMRA are marketing Ready-2-Retire to both corporate clients and to individual producers. Producers can sign up for Ready-2-Retire by clicking on this link: Order now!

Corporate clients who would like to see how Ready-2-Retire can help your business prosper in the Retirement Income space, should contact Paul Henry.  Paul can be reached by phone at 1-860-285-7878 or by email at phenry@limra.com.

New Changes to Support the 2010 Tax Act

Impact is pleased to announce the release of the 2010 Tax Act calculation update to both its retail and corporate clients.  This update adds to the software, the new estate and gift tax calculations for years 2011 and 2012.  These changes include:

• A Basic Exclusion Amount of $5,000,000
• Portability of the Exclusion Amount from one spouse to the surviving spouse
• Unification of the Estate, Gift, and Generation Skipping Transfer Taxes

For death or gifts in 2013 or later, there will be no changes other than to reflect a death or gift in 2011 or 2012.  Similar to the current calculations, Impact tools will continue to reflect the reversion to 2001 provisions as the law now specifies.

The Impact release scheduled for the Spring of 2011 will add new comparison pages which demonstrate possible assumptions about estate taxes for 2013 and beyond plus presentation pages to help users further explain planning opportunities created by the new law.

Save the Date – Spring User Group 2011 Set for the Charlotte Westin

It is official.  The Spring User Group Meeting will be held in Charlotte from May 16th to the 18th.  This year’s meeting will be held at the Westin Hotel in the uptown financial district.  The hotel is within walking distance to many of the most interesting parts of the city.

The new extension of the estate tax law will be high on the agenda.  We will demonstrate the estate tax law changes and other enhancements in our software tools.  In addition, the Spring User  Group Meeting is a great way to network with industry leaders.

For details on the Spring User Group Meeting, contact John Lensi, Vice President of Sales.  John can be reached at 704-927-3234 or by email  john.lensi@impact-tech.com.

Need Help with the 2010 Estate Tax Law – Try Impact’s New Calculator

Modeling the effect of the new estate tax law can be confusing and a little challenging.  While our comprehensive  calculations are being updated,  you can immediatly use Impact’s new online tax calculator.   This calculator offers a quick look at what the changes in the law might mean for your clients.   Just click here to launch the application.

Impact has been providing industry acclaimed estate tax modeling tools to advisors since 1981.  These tools are currently being used by thousands of estate planning professionals all over the country.  For more information on our Estate Tax Analysis program just click on this link to our online store.  http://www.impact-tech.com/products/estate-tax-analysis/