Products
PlanLab®
Bring complete planning power to your middle market. Serve any type of client regardless of needs or income…
Estate Tax Analysis
Most flexible estate analysis tool on the market. Flowcharts visually illustrate the effects of recommendations and new insurance…
Business Continuation, Key Person and Business Valuation
Illustrate to clients the need to continue their business. Determine the fair value of the business…
Life Goals
Education, Retirement, Survivor, Disability, Long-Term Care, Quick, flexible data entry…
Financial Needs Analysis
Successful advisors use Financial Needs Analysis to promote the sale of insurance, investments and other financial products to meet the needs of the middle and emerging-affluent marketplaces…
Annuity Strategies
Illustrate “Stretch” concept for non-qualified annuities. Illustrate the need for life insurance to provide liquidity for estate and income taxes…
Qualified Plan Distribution Analysis
Qualified Plan Distribution Analysis illustrates how your clients will coordinate their qualified plans and distributions into estate and financial planning…
Impact’s Retirement Road Map™
An innovative sales system that offers financial advisors a complete planning solution for the baby boomer marketplace…
Retirement Test Drive
Retirement Test Drive gives your clients the visual comparisons they need to see their situation and problems, and to understand the implications and solutions to those problems…
