It is official.  The Spring User Group Meeting will be held in Charlotte from May 16th to the 18th.  This year’s meeting will be held at the Westin Hotel in the uptown financial district.  The hotel is within walking distance to many of the most interesting parts of the city.

The new extension of the estate tax law will be high on the agenda.  We will demonstrate the estate tax law changes and other enhancements in our software tools.  In addition, the Spring User  Group Meeting is a great way to network with industry leaders.

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

Posted December 28, 2010 filed under Past Events.

Modeling the effect of the new estate tax law can be confusing and a little challenging.  While our comprehensive  calculations are being updated,  you can immediatly use Impact’s new online tax calculator.   This calculator offers a quick look at what the changes in the law might mean for your clients.   Just click here to launch the application.

Impact has been providing industry acclaimed estate tax modeling tools to advisors since 1981.  These tools are currently being used by thousands of estate planning professionals all over the country.  For more information on our Estate Tax Analysis program just click on this link to our online store.

Posted December 27, 2010 filed under Announcement, News.

On Friday December 17, 2010, President Obama signed into law a compromise tax bill that has major implications for producers and their clients. Congress will revisit this legislation within 24 months for possible modification or extension.  As a result, estate planning  continues to have long-term uncertainty.  The need for estate planning software tools has never been greater.  Furthermore, with these tax changes, state taxation at death becomes a critical consideration in estate planning and creates sales opportunities for advisors.

Impact software models a client’s financial future based on cash flow and taxes.  It is currently being updated to reflect these significant changes in the law.

Impact is committed to make the needed changes to the software and to release them to our users as soon as possible.

Posted December 20, 2010 filed under Announcement, News.

The Fall 2010 User Group Meeting, held at the Ballantyne Resort in Charlotte, NC,  was hailed as a big success by all of the participants.  Industry executives from Mass Mutual, MetLife, Lincoln Financial, Prudential, PacLife, AXA, TIAA-CREF, Word Financial Group and Western Reserve Life attended the meeting.

Impact relies on its clients to guide future development of our software tools.  This interactive meeting helped target some key enhancements for the next product release.

Everyone looks forward to the Spring 2011 User Group Meeting.  By popular demand, it will again be held in Charlotte.  The dates for this  event will be announced shortly.

Posted November 15, 2010 filed under News.

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.

Posted September 28, 2010 filed under Announcement, News.

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 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!

Posted August 23, 2010 filed under Announcement, News.

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

Posted June 28, 2010 filed under Past Events.