PlanFacts financial planning solutions are developed by Impact Technologies Group, Inc.

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.

Management Team


Howard Keziah
Founder, CEO

Heather Vaartjes
President, Chief Operating Officer

Gretchen Smith
Vice President, Financial Engineering

Derek Sanderson
Chief Technology Officer

Backed by 38 years of experience creating financial tools that help advisors plan and sell.

Here’s a brief history of how Impact got started:

Founded in 1981

1981
1982

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.

1983
1985

Invented Memory Chip Technology

Doubled capacity of hand held computer

Visual Illustrations

Invented techniques for including charts and diagrams in policy illustrations and sales aids, that didn’t require expensive graphic cards

1988
1991

Pioneered automated worksite marketing techniques.

Maxcess

Policy editor for rapid development of illustration software

1994
1995

Patent

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).

1999
2001

Web Services

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.

2003
2006

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.

2010
2013

Patent

Patented a novel method of displaying and selecting optimal Social Security strategies—one of our most copied inventions!

PlanFacts

Mobile optimized suite of tools for lead generation and goal based planning.

2015
2018

ImpactBots

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

Phone: 704-549-1100
Fax: 704-549-5700
Email: info@impact-tech.com

If you need immediate assistance call (704) 688-4000. Our support line is open 9-5 pm EDT Monday-Friday excluding Federal holidays.

Want to get in touch?

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