Latest News
October 13-16, 2008Impact Sales University
Semi-annual users group meeting in Las Vegas, NV
October 31 – November 2, 2008FSP Forum, Booth 315
Las Vegas, NV
May 27, 20082008R1 Debutes A Prettier, Friendlier PlanLab Web
The final 2008R1 releases on the 27th for Home Offices.
April 14-18, 2008Spring Users Group Meeting
Semi-annual users group meeting in Miami, FL
July 16, 2007Life Goals – New, Goals-based Needs Program Announced
Life Goals is a quick and easy goal-based needs analysis tool that analyzes a client's progress toward life's most fundamental financial goals: education, retirement, survivor needs, disability and long-term care.
July 16, 2007Business Continuation Gets Total Remake
Business Continuation gives advisors who are not business planning experts the ability to establish the need for business continuation planning, recommend solutions and illustrate how life insurance may be the best way to fund those solutions. Business Valuation allows the advisor and client the ability to determine a business value for planning purposes so that the potential solutions and their implications can be illustrated specific to the client.
Individual Advisors
A Web-based purchasing site for individual financial advisors, PlanLab Store revolutionizes how advisors buy and maintain financial planning software. 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.
Click here to go to the PlanLab Store 
PlanLab Platform Highlights
- Unmatched calculation engines drive behind-the-scenes analysis in each of the tools available within PlanLab Store. Each suite of tools contains conceptual, comprehensive and motivating presentations for clients.
- Advisors can operate their business using a client-centric approach. PlanLab platform retains client contact information, past client presentations, plus presentation and analysis scenarios. Client accounts can be maintained with tasks and alerts, and system-driven recommendations for additional sales opportunities.
- Automatically provides tax and legal updates, system updates and enhancements.
- Stocks and college costs look-ups are backed by Thomson Peterson’s web service.
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Impact is a Microsoft® Gold Certified Partner for Information Worker Solutions and ISV/Software Solutions, which means that we have demonstrated superior levels of successful implementations, capabilities and certification. Microsoft Gold Certified Partners are required to meet rigorous requirements for certification and expertise. Impact has reached the status of Gold Certified Partner for Information Worker Solutions and ISV/Software Solutions by demonstrating increased levels of developer certification, deep real-world experience, and by providing completed customer reference projects that were independently verified by Microsoft. Read more about Microsoft Gold Partner certification...