Life Goals

A goal based analysis of your client’s basic needs

Includes a digital consumer fact finder
Includes a personalized disability insurance lead gen site

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Uncover your client’s financial situation quickly

One program to solve multiple client insurance and investment needs. You control what’s presented based on a client’s unique situation — focus on a specific need, or focus on multiple needs.

Cash Flow

Review income and expenses to calculate monthly discretionary income.

Debt Management

Calculate debt-to-earned-income ratio.

Emergency Fund

Set emergency fund savings goal based on monthly incomes.

Disability Coverage

Examine the impact of disability on the family’s lifestyle, and ways to replace lost income.

Education Funding

Examine estimated education costs and possible ways to fund a future college education need.

Survivor Need

Examine immediate cash needs to assure lifestyle expenses in the effect of a premature death on the family.

Retirement Planning

Explore how retirement income sources fulfill retirement income goals—when will the money run out?

Estate Preservation

Explore how retirement income sources fulfill retirement income goals—when will the money run out?

You control what’s presented based on your client’s unique situation

Focus on a specific needs
Focus on multiple needs
Presentations show the benefits of each recommendation to your clients
Graphics make concepts easy to understand
A compelling presentation shows needs and how to solve them
When clients can see the benefits, they take your recommended actions

Keep clients engaged with a professionally designed presentation

Any good needs program can calculate and show needs. You need a program that effectively shows your clients:

Their Needs
Their recommended solutions
The benefits of those solutions

INCLUDES A DISABILITY INSURANCE LEAD GEN SITE

Prospects will see for themselves the need for disability insurance planning

DI Lead Gen is an interactive consumer site that illustrates the need for disability insurance planning—your site will include your personal contact information, and you’ll be notified whenever a new prospect walks through your site.

You get a unique URL to send to clients
 Clients see a personalized summary illustrating a need for disability planning
You’re notified of the new lead whenever a prospect walks through the site

View a sample DI Lead Gen site

INCLUDES A Digital Consumer Fact Finder

Clients can enter their own information with your online consumer fact finder.

Your LifeGoals subscription includes an easy-to-use and highly interactive fact finder site.

You get a unique URL to send to clients
 Clients can enter data before your appointment
Data easily imports into Life Goals

View a sample Life Goals Fact Finder site

“Our first Life Goals case helped us close a $10,000 commissionable life insurance premium.”

— Tony Cravitz
President of
New Generation Insurance Marketing, Inc.

“I have found the Life Goals module easy to use, especially inputting the data. The output is easy for my clients to understand and allows me to close on multiple opportunities. This tool is a great value for the investment.”

— Karl R. Carter
Thunder Bay Protection, Plymouth, MI

“I have found the product an excellent discussion tool for my clients. While in the trial period I have also tried a few other providers such as Naviplan and MoneyGuide Pro. (…) The high complexity creates the need to defend the analysis and assumptions rather than focusing on the relationship and goals. (…) So bravo to Impact and its LifeGoals for simplicity.”

— Robert
New York

Start your 14-day Free Trial

Try it now, risk free. Your credit card won’t be charged for 14 days—cancel or modify your subscription at any time.
Use Life Goals to start a comprehensive financial plan, or to focus on one or two goals individually.

Life Goals

Monthly Subscription
$24.95/month
Start My Free Trial
Includes digital consumer fact finder
  Includes a personalized disability lead gen site

Life Goals

Annual Subscription
Includes digital consumer fact finder
  Includes a personalized disability lead gen site

Like Social Security Pro, this product is one of the Web-based, conceptual products in the PlanFacts series. Complete, stand-alone functionality that also works with all PlanFacts products. PlanFacts products are easy-to-use, Web-based, point-of-sale applications. LifeGoals requires little or no training to get started. Intuitive features make it easy to collect and analyze client data, motivate clients to take action, and monitor their progress.

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