Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Retirement Planning > Retirement Investing

Software Offers Retirement Planning Help

Your article was successfully shared with the contacts you provided.

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.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.