Impact Needs Pro

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Impact Needs Pro provides you with an easy way to evaluate your client’s financial situation – without spending a lot of time or money. Your prospects and clients want help with deciding on the right amount and the right type of protection. Which needs should they cover? What are some of the options and alternatives? Could they use some of their other investments and reduce their insurance needs?

With Impact Needs Pro, you can cover any of the five basic planning needs:

  • Retirement
  • Disability
  • Educational
  • Survivor
  • Cash

We’ve engineered this tool to help you do two very important things:

  1. Determine the right amount of need – accurately and true-to- life. Inaccurately determining a client’s financial situation could lead to missed sales opportunities. You might not uncover the right need or sell the need fast enough. You might not help your client understand how important it is to begin planning today. Impact Needs Pro can help you accurately assess your clients’ financial situations – and make sure you never miss another sales opportunity.
  2. Recommend the best planning solution. You need to be able to answer your clients when they ask, “How much insurance do I really need?” With Impact Needs Pro, you can be certain that you’re providing planning solutions tailored to meet the specific needs of individual clients.

Your clients want help finding the right amount and the right type of protection. Which needs should they cover? What are some of the options and alternatives? Could they use some of their other investments and reduce their insurance needs?

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Here are just a few of the benefits you get with Impact Needs Pro:

  • Year-by-year ledgers for each asset
  • Colorful graphics professionally designed to grab your clients’ attention
  • Flexible education funding, which allows you to schedule the starting date and duration of education funds
  • Use any asset to solve for any need
  • Designate different asset spending-sequences for different needs
  • Retirement calculator
  • Mortgage/loan calculator