TopProvider LB - Insurance & Technology Online Buy
TopProvider LB - Insurance & Technology Online Buy

Impact Technologies Group, Inc.

Capture the trusted advisor relationship with any client.

Rating: 5/5 - (1 review)
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!

Company Details

Address
10735 David Taylor Drive, Suite 350
Charlotte, NC 28262-2000

Competitors of Impact Technologies Group, Inc.

Credible | Competent | Capable IDT is a trusted systems integration and consulting firm based in Itasca, Illinois, specializing in Content Services and Enterprise Information Management (EIM). For over 30 years, we’ve helped organizations streamline operations and improve compliance through... Read More

32 Products 0 White Papers 0 Press Releases

ONESHIELD PROVIDES BUSINESS SOLUTIONS FOR P&C INSURERS AND MGAS OF ALL SIZES. OneShield’s cloud-based and SaaS platforms include enterprise-level policy management, billing, claims, rating, relationship management, product configuration, business intelligence, and smart analytics. Designed... Read More

2 Products 0 White Papers 0 Press Releases

Glue42 enables organizations to build intelligent desktops that support configurable workflows between web and desktop applications. Its integration platform seamlessly and securely orchestrates UI and data and leverages open-source initiatives such as FINOS FDC3 to reduce application delivery... Read More

0 Products 0 White Papers 0 Press Releases

Products & Services

View All

Life Goals

Basic needs analysis system that is easy to use and produces client understanding of their financial situation.

Learn More

Impact's Retirement Road Map

Unique powerful retirement distribution planning software for advisors and their clients.

Learn More

Financial Needs Analysis

FNA is a cash flow driven software package that is designed to support advisor and their clients. The detailed analyis...

Learn More

Ready-2-Retire

Consumer facing client engagement tool developed with LIMRA International. This is a must have application that is...

Learn More

Categories

Enterprise Applications, Services > Consulting
Enterprise Applications, Services > Point of Sale Software
Enterprise Applications, Services > Web Services
Financial Management > Financial Planning
Insurance Management > Illustrations
TopProvider MR - Insurance & Technology Online Buy