Through our partnerships with insurance carriers, we help financial advisors and professionals find the right annuity and life insurance products to serve their clients’ best interests.
Salesperson to CEO
Your designated VP of Sales will be your own business coach, helping you get in front of prospects, recommending ways to reinvest into effective strategies, and improving the dynamics of your office. They’ll work along with your marketing strategist and case manager, as well as our client case design team, to better serve you and your clients.
Client Case Design & Analysis
Have a tricky client case or difficult question come up about which product is best? Our case design team stays up-to-date on the latest product specs and fluctuations occurring in the market to best help you and your clients with custom illustrations and various case design options. We’ll help you create smart solutions for your client cases including:
Annuities
Life Insurance
Social Security
RMDs
Income Planning
Check out our social media for weekly market updates from our Advanced Resources team!
Carrier Partnerships
We partner with some of the industry’s leading carriers so you can meet the needs of your clients with the best products available.
Products
A unique partnership that creates Impact-exclusive products
We share a great relationship with the industry’s major insurance carriers and these partnerships have led to the creation of Impact-exclusive products that you can ONLY get with us.
Lincoln Financial Group –
Lincoln Impact Advantage
- Industry’s first high net worth FIA
- One of the highest S&P caps in the industry
- Up to 125% participation rate on our new First Trust/JP Morgan index
Investor’s Heritage –
Income Advantage
- One of the top guaranteed income payments in the industry
- 2 of 6 ADL doubler
- Income will double for up to 5 years even if the account value reaches zero
Lafayette Life – Legacy Span
- First of its kind annuity to life insurance product with one app, one illustration
- SECURE Act alternative to tax-efficiently transfer wealth to heirs
- Chronic and Critical illness protection while the client is living
Discover how we can support your practice.
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