Please join us on at 12:30 PM EDT on June 7th for an informative webcast on “Understanding PlanLab Math”.  Dave Freitag and Mike Rice will review the differences between “goals-based” and “cash flow-based” analysis tools.  Understanding which tool to use with your clients will save you time and increase your sales. 

To register for the meeting visit this link:  Once you have registered, the system will automatically send you the information you need to join the webinar.

Posted May 29, 2012 filed under Past Events.

Ready-2-Retire is a cutting edge, iPad ready, application that bridges the communication gap between clients and their advisors.  Ready-2-Retire “jump starts” the retirement planning process by clearly identifying the financial risks and challenges facing retirees and pre-retirees as they plan for their financial future.

Corporate clients can now easily create Ready-2-Retire Usage Reports.  These psychographic, consumer-focused reports add a new dynamic to the application.   Usage Reports open conduits into consumer interests, activities, values, attitudes and concerns.   These reports allow users to do “living research” into their Ready-2-Retire client database and get insightful answers.

Similar psychographic Usage Reports will be made available to individual users later this year.

Impact and LIMRA developed Ready-2-Retire for both corporate clients and individual producers.  Producers can sign up for Ready-2-Retire by clicking on this link: Order now!

For more information about the new Usage Reports, contact our sales team at 704.549-1100 ext 1 or email

Posted March 8, 2012 filed under News.

Impact will host the Fall 2012 User Group Meeting from October 22nd to 24th.  The meeting will be held at the Charlotte Marriott Renaissance Suites Hotel.  The hotel is convenient to the Charlotte/Douglas Airport and will be a terrific location for this event.

The Fall 2012 User Group Meeting will focus on updates to the Impact product platform and will offer feedback opportunities  for future product enhancements.  In addition, this User Group meeting is a great way to reconnect with industry peers.

For details about the Impact Fall 2012 User Group Meeting, contact John Lensi, Vice President of Sales.  John can be reached at 704-927-3234 or by email

Posted March 8, 2012 filed under Past Events.

Ready-2-Retire, the breakthrough application developed by LIMRA and Impact is discussed by David Littell from the American College, Paul Henry from LIMRA and David Freitag from Impact.  These short videos segments will give you an overview and insight into the application that is fast becoming a “must have” tool for companies and advisors who are working in the retirement income planning market.

1. Advertising in the Digital Age

2. Retirement by the Numbers. Or Not.

Producers can order Ready-2-Retire for your practice by  clicking here.

Posted November 1, 2011 filed under News.

Based on numerous reports from the attendees, the Spring User Group meeting, held from May 16th to May 18th, was a great success.  The meeting provided an excellent forum and idea exchange for the next release of the Impact products in PlanLab.  We also launched Ready-2-Retire, our exciting new iPad-ready product.  Developed in conjunction with LIMRA, Ready-2-Retire offers game-changing technology for advisors and their clients.  See the promotional video on our Homepage for a guided tour.   

Posted June 13, 2011 filed under Past Events.

Impact and LIMRA are excited to announce a new application, Ready-2-Retire, for the Retirement Income planning market.  LIMRA provided the research and content for Ready-2-Retire and Impact provided the creative user interface design, development and technical programming.

This interactive tool provides a new way to look at preparing for retirement.  LIMRA research studies show that pre-retirees do not give sufficient thought to decisions affecting their future.  Questions about when, where and how to retire, require serious consideration.  Pre-retirees often underestimate the challenges and risks that threaten their future quality of life.  The Ready-2-Retire application offers consumers a “Vehicle for Self-Discovery”.  It helps them visualize dreams about their next phase of life.

Ready-2-Retire will engage, educate and prepare the next generation of retirees to take action.  It is an excellent lead-generation platform for companies and advisors.

Ready-2-Retire works with web browsers and is iPad ready.

Impact and LIMRA are marketing Ready-2-Retire to both corporate clients and to individual producers. Producers can sign up for Ready-2-Retire by clicking on this link: Order now!

Corporate clients who would like to see how Ready-2-Retire can help your business prosper in the Retirement Income space, should contact Shelley Walsh.  Shelley can be reached by phone at (704) 927-3222 or by email at

Posted June 1, 2011 filed under Announcement, News.

Impact is pleased to announce the release of the 2010 Tax Act calculation update to both its retail and corporate clients.  This update adds to the software, the new estate and gift tax calculations for years 2011 and 2012.  These changes include:

  • A Basic Exclusion Amount of $5,000,000
  • Portability of the Exclusion Amount from one spouse to the surviving spouse
  • Unification of the Estate, Gift, and Generation Skipping Transfer Taxes

For death or gifts in 2013 or later, there will be no changes other than to reflect a death or gift in 2011 or 2012.  Similar to the current calculations, Impact tools will continue to reflect the reversion to 2001 provisions as the law now specifies.

The Impact release scheduled for the Spring of 2011 will add new comparison pages which demonstrate possible assumptions about estate taxes for 2013 and beyond plus presentation pages to help users further explain planning opportunities created by the new law.

Posted February 4, 2011 filed under Announcement, News.