Dave Freitag, our VP of Marketing, has an article in the November, 2009 edition of Life & Health Advisor magazine. The article is titled ‘Roth Conversions 2010 – A Once-in-a-Lifetime Opportunity’. Click here to read it.
Membership Signals Commitment to Leadership Role in U.S. Retirement Security
Charlotte NC, July 9, 2009 – Impact Technologies Group, Inc. (Impact), a leading manufacturer of software tools for the insurance and financial services industry, signaled its continued commitment to leadership in the retirement income business by announcing it has become a member of the Retirement Income Industry Association (RIIA), a national, non-profit organization whose members are defining the future of retirement security in the United States.
In these challenging times, the insurance and financial services industry must significantly improve products, processes and investor education to help Americans create and manage a secure retirement. Moreover, insurance and financial advisors must acquire new skills, training and insights to offer effective retirement income planning and retirement income management for their clients.
According to Francois Gadenne, RIIA’s Chairman and Executive Director, “Through RIIA, our common goal is to influence an industry-wide shift to product and planning strategies as well as advisor education that will address the challenges of creating a secure retirement income. We are pleased that Impact Technologies Group will be involved in supporting our efforts.”
“I am excited to be part of RIIA and participate in the exchange of knowledge among institutions, academics, researchers and producers interested in providing retirement income service and advice,” said Marketing Vice President David Freitag. “By becoming a member of RIIA, we gain access to the organization’s advisor education resources, research studies, as well as networking opportunities from ‘The View Across Silos’ in our industry, including company executives, academics, and innovators throughout the industry. This access will help Impact continue to offer leading-edge retirement income software analysis solutions to advisors and their clients.”
About the Retirement Income Industry Association (www.riia-usa.org)
RIIA’s mission as a national not-for-profit organization is to bring the retirement income industry together with a “View Across Silos” to develop the products, processes and advisory services Americans need to create a secure retirement. Because RIIA members span the entire industry, they are a forum for sharing the freshest outlooks, the most modern thinking, the latest research and the newest product development within the realm of retirement income. This unique view provides investors and advisors with unbiased perspectives on key retirement income issues.
About Impact Technologies Group
Impact Technologies Group, Inc. (Impact) is a leading provider of software based financial tools to the insurance and financial services industry. Since the company’s inception in 1981, Impact’s products have been distinguished by the innovations behind their designs. Impact software is renowned for its unique use of graphics in both on-screen and printed presentations and is used by advisors throughout the United States and the United Kingdom. The use of “PlanLab Real Life Logic℠”, helps advisors easily model and explain their clients options for the future.
Visit www.impact-tech.com for more details.
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Impact Media Contact: David G. Freitag, CLU, ChFC, CRPC
Vice President, Marketing, 704-927-3235, dave.freitag@impact-tech.com
RIIA Media Contact: Susan Bumstead Chanley, 781-587-0115, sbumsteadchanley@comcast.net
“A source of timely news, sales tips and product information for individuals serving the financial services industry”
CHARLOTTE – (November 21, 2008) – Impact Technologies Group, Inc. (Impact), a trusted innovator of financial software solutions and services, announced it has launched PlanLab® News (http://news.planlab.us/ ) an online news site dedicated to timely articles, sales tips, and product information for the financial services industry. Users of PlanLab, Impact’s financial analysis platform, will find this site especially useful since many articles provide answers to questions clients are asking today, and show how to address each topic using the tools within PlanLab.
Impact’s featured author of PlanLab News is Maxey Sanderson, VP of Product Development, an insurance specialist with almost 40 years of experience in insurance and financial planning. He shares a unique perspective with PlanLab users having served in the field and in various home offices. Sanderson, a double major in Mathematics and Economics at the University of North Carolina at Chapel Hill, became a Chartered Life Underwriter Read more »
The final 2008R2 released on the 2nd for Home Offices.
Delivers Extensive New Options for Advisors Seeking Proven Financial Planning Software
CHARLOTTE, NC, October 17, 2007 – Impact Technologies Group, Inc. (Impact®), the innovative leader of financial services software, officially debuts PlanLab® Store (https://store.planlab.us). A Web-based purchasing site for individual financial advisors, PlanLab Store revolutionizes how advisors buy and maintain financial planning software. Once only sold to home offices, PlanLab Store now provides the entire suite of PlanLab products directly to the individual advisor with a flexibility to fit any need. All of the PlanLab products are offered with their own monthly subscription that can be bought, accessed and ready to use within minutes. Additions can be made to the PlanLab toolset at any time by purchasing additional product subscriptions when they are needed. Subscriptions start as low as $25 dollars a month with no hidden costs or long-term commitments. Read more »
Field Reps Will Use Sales Application To Target Baby Boomer Market
Charlotte, NC, January 3, 2006 - Impact Technologies Group, Inc. (Impact), a provider of financial sales software for the banking, capital markets, and insurance industries, today announced that The National Life Insurance Company has selected the company’s Retirement Road Map sales system for its national field representatives, providing them with an innovative retirement planning solution that specifically targets baby boomers. As part of the licensing agreement, National Life will also be purchasing Impact’s web-based financial sales and collaboration platform, PlanLab®, which automates the financial sales process across an enterprise, from initial fact finding to financial plan generation, enabling financial advisors to work more efficiently with clients and close more sales.
Read more »
Impact’s 2006 Industry Forecast Predicts Significant Activity As a Result of Federal Tax Reform, Estate Tax Repeal and Retiring Baby Boomers
Charlotte, NC, December 21, 2005 - 2006 will be a year of sharp changes for financial advisors and their clients, according to Impact Technologies Group, Inc. (Impact), a provider of financial sales software for the banking, capital markets and insurance industries. The company’s industry trends forecast for 2006 predicts that federal tax reform, changes to the estate tax laws, and the first wave of baby boomers retiring will result in an unusually busy year for advisors and wealth planners.
Read more »
Sales System Helps Advisors Chart Retirement Course for Baby Boomers
Las Vegas, October 20, 2005 - Impact Technologies Group, Inc. (Impact), a provider of financial sales software for the banking, capital markets, and insurance industries, today launched Retirement Road Map, an innovative sales system that offers financial advisors a complete planning solution for the baby boomer marketplace. The product focuses specifically on retirement distribution planning by helping advisors develop a sound financial plan based upon assets and income their clients will have through their retirement years. The announcement was made during Impact’s fall user group event in Las Vegas. Read more »
