Estate Tax Concepts

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Estate Tax Concepts

Easy data entry makes this tool a perfect fit for basic estate planning discussions and seminars.

Easy data entry makes this tool a perfect fit for basic estate planning discussions and seminars.

Available from: Impact Technologies Group, Inc. Basic needs analysis system that is easy to use and produces client understanding of their financial situation.


Available from: Impact Technologies Group, Inc. Unique powerful retirement distribution planning software for advisors and their clients.


Available from: Impact Technologies Group, Inc. 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...Read More


Available from: Impact Technologies Group, Inc. Consumer facing client engagement tool developed with LIMRA International. This is a must have application that is iPad ready. It helps the client visualize their retirement goals and learn about...Read More

Property & Casualty: Segmenting the Market for Competitive Advantage In a regionalized Property and Casualty marketplace, at a time of economic uncertainty, cost containment has become the primary focus of many organizations. By: MajescoMastek \| Published: 2/23/2010View all white papers by MajescoMastek


Win Back Lost Customers with Email Append This white paper describes how to use email append to add verified customer email addresses to your database to implement cost-effective “win back” email campaigns for greater...Read More By: Melissa Data \| Published: 4/28/2010View all white papers by Melissa Data