Impact Technologies Group Inc. has introduced software to help financial advisors plan the retirement of baby-boomer clients.[@@]
The product, Retirement Road Map, is a sales system focusing on developing a financial plan based upon assets and income for clients through retirement. Impact, Mountain View, Calif., says the product analyzes a client’s needs, income and assets and helps formulate policies, annuities and other options.
Retirement Road Map is an add-on to Impact’s Web-based financial sales program, PlanLab.