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.”
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
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:
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
April 19-21, 2010 — Miami, FL
(You may want to arrive Sunday evening, April 18th)
South Beach Marriott
161 Ocean DriveMiami Beach, Florida 33139 USA
Impact provides breakfasts, lunches, Monday night heavy hors d’oeuvres, and Tuesday night dinner.
A Great Opportunity to:
- Discover newest enhancements to Impact’s software
- Build valuable industry relationships and learn from other industry professionals
- Learn valuable sales support tips
- Find out how to maximize your Impact investment
- Provide feedback and direction for future software enhancements
Contact John Lensi to reserve a spot:
Dave Freitag, our VP of Marketing, has an article in the November, 2009 edition of Life & Health Advisor magazine. The article is titled ‘Roth Conversions 2010 – A Once-in-a-Lifetime Opportunity’. Click here to read it.
Impact will participate in the 2009 Financial Service Professionals Forum meeting in Phoenix, Arizona. The FSP Forum is one of the financial service industries premier events. It provides great opportunities for networking, continuing education and idea exchange between the most successful producers in the industry.
Impact tools are used by many of the meeting attendees. During this event, producers can work with Impact subject matter experts to fine tune their skills and to learn more about new product improvements that will help them be more effective with their clients.