Impact Tools Demonstrate the Value of Life Insurance

Roth Conversions are a popular topic these days.  However, Roth Conversions generate current income and the taxes that go with it. If the Roth Conversion is large, the corresponding tax bill will also be large.  New life insurance can provide a funding alternative for a Roth Conversion at the owners death.  Impact’s Qualified Plan Distribution Analysis Tools helps model this powerful planning idea.   For details, see Dave Freitag’s new article that was published in the September Issue of InsuranceNewsNet Magazine.  Better yet, subscribe to the software (QPDA) and take it for a test drive! Click here for more information on QPDA.

Exciting update to Impact PlanLab Announced August 8, 2010

Impact is pleased to release the newest version of the PlanLab Tool Suite. Based on user feedback and voting from our key clients, we offer improved printed presentations, ledger content, graphics, printing routines, data entry and tax law calculation changes.  This new release represents Impact’s continuing commitment to keep our software tools as up-to-date as possible for our users, both in the US and the United Kingdom.

If you have ever wanted an easy way to see how financial planning tools calculate the numbers, look no further than the Impact 2010 release.  We have added enhanced capabilities to the Super Ledger reports that now include calculation drill-down features.  With one mouse click,  it is easy to see how an important number is derived and calculated.   In addition, we’ve added detailed graphics and mini-ledgers for assets, liabilities, expenses or incomes.  These new features make the numbers come alive.

Take this new release for a “Test Drive”.  Contact John Lensi, Vice President, Sales, for details.  John can be reached at john.lensi@impact-tech.com or 1-800-438-6017.  Your clients will be pleased with the new reports and the quality of the graphics.  You will be pleased with the time-savings and the sales results!

2008R2 Debuts A Prettier, Friendlier PlanLab Web

The final 2008R2 released on the 2^nd for Home Offices.