impact-tech.com
PlanLab - Impact
https://www.impact-tech.com/products/planlab
Visit the PlanLab Store to Learn More. PlanLab is our suite of analytical, monthly cash-flow analysis tools. Offering unmatched, sophisticated calculation engines, with behind-the-scenes Probability of Success. Each tool contains comprehensive and motivating, leave-behind, detailed presentations for clients. PlanLab is ideal for more detailed, comprehensive financial planning and a natural transition from our PlanFacts platform. Generate more realistic plans. Educate and motivate your clients. Powerful p...
impact-tech.com
Blog - Impact
https://www.impact-tech.com/blog
Industry Veteran Ken Leibow Joins Impact As Senior Vice President. Impact has always maintained a start-up mindset with its staff and Leibow knows what it takes to thrive in our environment. Posted April 11, 2016. Using Permanent Insurance to Complement Social Security Planning. By Gretchen K. Smith, CLU, ChFC. Less than 20% of retirees today have the traditional 3-legged stool, requiring some new strategies. In this changing environment both Social Security retirement benefits and personal savings becom...
impact-tech.com
About Us - Impact
https://www.impact-tech.com/about-us
We always update our software analytics to support the latest compliance requirements and regulations, but our 360 software solutions go well beyond that, touching every point of the product provider-financial advisor-client value chain. Our presentations and reports are recognized for being tunable by target audience:. Easy-to-understand, direct and actionable. This means that whether advisors have clients unfamiliar with financial planning lingo or skilled in using it themselves, our customers can ...
impact-tech.com
PlanFacts - Impact
https://www.impact-tech.com/products/planfacts
PlanFacts is an innovative, integrated, suite of products. Use each product individually or use them together to link concepts. PlanFacts tools are a great way to introduce concepts and as a bridge to your comprehensive, analytical planning platform. However you choose to use them, your clients are sure to remain interested and engaged throughout the entire presentation. PlanFacts is a great bridge to more comprehensive financial planning and ideal for estates under $5 Million. Social Security Lead Gen.
impact-tech.com
Products - Impact
https://www.impact-tech.com/products
We offer two application platforms: PlanFacts. If you are unsure which is right for you, our comparison table can help you decide.
impact-tech.com
Live Online Training - Impact
https://www.impact-tech.com/training
Impact is pleased to offer Live Online Training, a continuing series of weekly live practice-building programs featuring our leading financial and estate planning software applications. These weekly 30-minute live webinars are designed to help subscribers jump-start their knowledge and use of our software applications. The Best of Impact’s Social Security Pro and Cash Flow Decisions. In this session, you will learn:. A Look Inside Business Succession Concepts. In this 30-minute webinar, the presenter wil...
store.planlab.us
How PlanLab Store Works
https://store.planlab.us/Products/US/how.aspx
How PlanLab Store Works. 1) Subscribe to a product. Https:/ store.planlab.us. 2) Login to your PlanLab account to use your product. Login to your new subscription by entering your email address and password given in your confirmation email. You will be automatically directed to your personal PlanLab page and ready to begin. 3) Subscribe to additional products at your convenience.
store.planlab.us
PlanLab FAQ's
https://store.planlab.us/Products/US/faq.aspx
How do I access my account? Go to www.planlab.us. Input your login name and password that was provided in your subscription confirmation email. You are immediately directed to your own PlanLab account. What do I need to install? How do I subscribe to more PlanLab products? Can I access products/services without subscribing to them? You will not actually be able to access additional products/services without subscribing to them. However, you can view more details about each subscription by clicking th...