Fall 2010 User Group Meeting in October

We are planning an exciting event in Charlotte, NC.  The location is the Ballantyne Resort and Conference Center.  This location is very convenient to the Charlotte/Douglas International Airport.

The meeting will continue the successful three day format that was introduced at the Spring User Group Meeting in South Beach.  The meeting will start on Monday the 25th and finish at noon on the 27th .

This is a Great Opportunity to:

• See the new enhancements to Impact’s software
• See the new Training & Education support tools
• Provide feedback on future software enhancements
• Network with industry leaders

Contact John Lensi for more details to reserve a spot!
phone: 704-927-3234
email: john.lensi@impact-tech.com

iPad Apps Unveiled at Spring Users Group Meeting

Impact hosted its Spring 2010 Users Group Meeting in Miami Beach. The Users Group Meeting provides Impact’s corporate clients with a forum to suggest significant enhancements and changes to its financial planning software applications. This forum also gives the attendees the opportunity to vote on which enhancements and changes will be placed into development.

The highlight of the meeting, attended by key financial services industry leaders from MetLife, Guardian Life, Penn Mutual, AVIVA, Mass Mutual, Prudential, PacLife, Lincoln Financial, Thrivent and Western Reserve Life, was the introduction of a preliminary version of two of Impact’s financial planning software applications, Estate Tax Concepts and Roth Conversion Analysis, currently in development for use on the iPad.

Howard Keziah and Gretchen Smith are actively engaged in development of financial planning concepts that can be used with iPads. According to Howard, “Apple has once again created a seminal product which will change how consumers view entertainment, communication, and education. Impact will be ready as our clients realize the potential products such as the iPad offer their sales channel.”

Impact supports the Society of Financial Service Professionals

The Society of Financial Service Professionals featured Dave Freitag in their latest Video Training Conference released in February 2010. The topic of the Training Conference was “Income, Income, Income…For Today’s Retirees: Where Will It Come From? How Long Will It Last?

Dave was joined on this Video Training Conference by industry legends Ben Baldwin, Terry Altman and Dale Vetter. If you would like to see short video clips of this presentation just click on the link below.

Remember Dave is available as a resource to your company. Give him a call at 704-927-3235 or email Dave at dave.Freitag@impact-tech.com

View Video Clips

Impact supports the American College

The American College provides great value to the Financial Services Industry.  Part of their support for field producers is the Wealth Channel.  Dave Freitag was recently interviewed by College Professor David Littell about his recent article “RMD’s and the 70 ½ Tax Trap” and will appear on the Wealth Channel to help producers focus on Required Minimum Distributions.  Required  Minimum Distributions are going to be an Increasingly pressing problem for Baby Boomers as they approach 70 ½.

Click on the following links to read and/or watch this exciting material on Roth Conversion:

• Strategies to Fund Retirement and Leave a Legacy
• Tax Diversification and Protecting Retirement Assets
• The Required Minimum Distribution Tax Trap

Roth Conversions are a Hot Topic

Dave Freitag, our VP of Marketing, has two articles recently published in the Life and Health Advisor magazine. One article is titled “Roth Conversions 2010, A Once-In-a-Lifetime Opportunity” and the second is titled “RMD’s and the 70 ½ Tax Trap.” You’ll see why the Roth Tools in our QPDA program are getting so much attention from successful producers all over the country