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.
  • CGI features the leading Rating solution (Ratabase) and the only integrated, best of breed Insurance Suite solution (Insurance Fusion360) enabling our customers to achieve unparalleled efficiency and productivity.
  • Our experts enable customers to achieve their desired business outcomes through a combination of best practices and targeted services offerings.

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