Insurance&Tech_TLB_12.12.19

Impact Technologies Group, Inc.

Rating: 5 - 1 review
10735 David Taylor Drive, Suite 350
Charlotte, NC 28262-2000

About Impact Technologies Group, Inc.

  • PlanLab® is an enterprise advisor platform for needs analysis, retirement planning, business planning and estate planning. PlanLab® keeps your client information organized, archives your presentations and provides access to the data entry for each tool. PlanLab® is automatically included when you purchase any tool. Subscriptions to the tools are monthly and you can cancel any time.

    Impact has been in business for 27 years creating financial analysis presentations designed to help you sell. Our goal is not only to help you "crunch the numbers", but also to create a presentation you can deliver to your client that is professional, easy to follow, and designed to educate and motivate clients to take action based on the benefits of your recommendations. We build sales psychology into all of our presentations to make them the most powerful presentations on the market!
Competitors of Impact Technologies Group, Inc.
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  • Andesa Services provides comprehensive, integrated policy administration, plan administration and support solutions for life insurance and annuity carriers and producers. Andesa began as a pioneer in the field of SaaS policy administration. Today, more than 30 years later, we provide seven of...
  • Established in 1989, with offices in Toronto and Kansas City, illustrate inc builds and delivers powerful and innovative web based POS software solutions – including quoting, illustrations, and eApps – for the North American Life Insurance industry, enabling carriers of any size to embark on,...

Products by Impact Technologies Group, Inc.

  • Life Goals

    Basic needs analysis system that is easy to use and produces client understanding of their financial situation. Read more
  • Impact's Retirement Road Map

    Unique powerful retirement distribution planning software for advisors and their clients. Read more
  • Financial Needs Analysis

    FNA is a cash flow driven software package that is designed to support advisor and their clients. The detailed analyis capabilities of this tool cover life, long term care, college funding and retirement. Read more