The final 2008R2 released on the 2nd for Home Offices.
Delivers Extensive New Options for Advisors Seeking Proven Financial Planning Software
CHARLOTTE, NC, October 17, 2007 – Impact Technologies Group, Inc. (Impact®), the innovative leader of financial services software, officially debuts PlanLab® Store (https://store.planlab.us). A Web-based purchasing site for individual financial advisors, PlanLab Store revolutionizes how advisors buy and maintain financial planning software. Once only sold to home offices, PlanLab Store now provides the entire suite of PlanLab products directly to the individual advisor with a flexibility to fit any need. All of the PlanLab products are offered with their own monthly subscription that can be bought, accessed and ready to use within minutes. Additions can be made to the PlanLab toolset at any time by purchasing additional product subscriptions when they are needed. Subscriptions start as low as $25 dollars a month with no hidden costs or long-term commitments. Read more »
Field Reps Will Use Sales Application To Target Baby Boomer Market
Charlotte, NC, January 3, 2006 – Impact Technologies Group, Inc. (Impact), a provider of financial sales software for the banking, capital markets, and insurance industries, today announced that The National Life Insurance Company has selected the company’s Retirement Road Map sales system for its national field representatives, providing them with an innovative retirement planning solution that specifically targets baby boomers. As part of the licensing agreement, National Life will also be purchasing Impact’s web-based financial sales and collaboration platform, PlanLab®, which automates the financial sales process across an enterprise, from initial fact finding to financial plan generation, enabling financial advisors to work more efficiently with clients and close more sales.
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Impact’s 2006 Industry Forecast Predicts Significant Activity As a Result of Federal Tax Reform, Estate Tax Repeal and Retiring Baby Boomers
Charlotte, NC, December 21, 2005 – 2006 will be a year of sharp changes for financial advisors and their clients, according to Impact Technologies Group, Inc. (Impact), a provider of financial sales software for the banking, capital markets and insurance industries. The company’s industry trends forecast for 2006 predicts that federal tax reform, changes to the estate tax laws, and the first wave of baby boomers retiring will result in an unusually busy year for advisors and wealth planners.
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Sales System Helps Advisors Chart Retirement Course for Baby Boomers
Las Vegas, October 20, 2005 – Impact Technologies Group, Inc. (Impact), a provider of financial sales software for the banking, capital markets, and insurance industries, today launched Retirement Road Map, an innovative sales system that offers financial advisors a complete planning solution for the baby boomer marketplace. The product focuses specifically on retirement distribution planning by helping advisors develop a sound financial plan based upon assets and income their clients will have through their retirement years. The announcement was made during Impact’s fall user group event in Las Vegas. Read more »