Social Security Pro's Next Step
If you also have Impact’s Social Security Pro, all Social Security calculations are shared automatically with Impact’s Retirement Road Map.
- Show how their best Social Security choice works for their retirement
- Show how their existing assets gives them the flexibility to take the best Social Security option
- Show how all their retirement decisions work together
Answers Baby Boomers Questions
Impact’s Retirement Road Map helps advisors focus on the boomer marketplace and income planning. Provides clear answers with easy-to-understand graphics.
- Do I have enough money to retire?
- Will I run out of money?
- How will I know if I am staying on track?
A Sales System that Helps Advisors Chart Retirement Courses for Baby Boomers
An innovative sales system that offers financial advisors a complete planning solution for the baby boomer marketplace. The product focuses specifically on retirement distribution planning by helping advisors develop a sound financial plan based upon assets and income their clients will have through their retirement years.
- Analyzes a client’s needs, income and assets
- Shows how to have a predicable source of retirement income throughout retirement
- Shows how life insurance proceeds can provide cash needed for surviving spouse’s income
- Shows clients how annuities could work for them:
- An annuity may provide withdrawals prior to electing an income option
- An annuity provides flexibility if cash is needed prior to electing an income option
- Electing an income option (annuitization) provides secured predictable income
- An annuity provides large mortality gains when annuitized later in life