About Impact Technologies Group
Since its founding in 1981, Impact® has been ahead of its time when it comes to making insurance agents, financial advisors and, most importantly, their clients financially successful at every stage in their lives. The key to Impact’s results is reflected in its management—seasoned experts from financial services, software technology, government compliance, legal and insurance industries—as well as in its clients, who include many of the world’s leading financial services firms, and independent agents and advisors who trust the endorsements of these industry giants.
President, Chief Operating Officer
Vice President, Financial Engineering
Chief Technology Officer
Founded in 1981
Created Software for Handheld Computers
Including: TimeTrac, Portafinance, PortaCalc, PortaStat, PortaGraph
Solved Universal Life Dilemma
By creating the industry’s first mobile sales software: Universal Life Illustrations, Business Continuation, Term Illustrations, Needs Analysis, Estate Tax Analysis, Investment Alternatives.
Invented Memory Chip Technology
Doubled capacity of hand held computer
Invented techniques for including charts and diagrams in policy illustrations and sales aids, that didn’t require expensive graphic cards
Pioneered automated worksite marketing techniques.
Policy editor for rapid development of illustration software
Patented technology for self-documenting calculations
Monte Carlo Method
Introduced and perfected application of hte true Monte Carlo method to a complete financial plan (not just investments).
Started offering calculations as a web service.
Microsoft Grand Prize Winner
Won Microsoft’s prestigious grand prize for office innovation, for our collaborative financial planning platform, PlanLab.
Invented technique for drawing financial cash flows
Drawing cash flows by dragging and dropping components and connecting them with transaction arrows.
Joint Limra Venture
Partnered with LIMRA to create an award winning tool for starting retirement discussions.
Patented a novel method of displaying and selecting optimal Social Security strategies—one of our most copied inventions!
Mobile optimized suite of tools for lead generation and goal based planning.
Introduced bot technology as a solution for agents in the field receiving quoting and policy information.
Located in Charlotte, NC
Impact Technologies Group, Inc.
615 S College St—10th Floor
Charlotte, NC 28202
If you need immediate assistance call (704) 688-4000. Our support line is open 9-5 pm EDT Monday-Friday excluding Federal holidays.