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SERVICES

EXPERIENCE REAL GROWTH WITH AN ARRAY OF ALL-ENCOMPASSING SERVICES FROM IMPACT PARTNERSHIP.

ANNUITIES

Deliver the best products with confidence.

Increase sales with expert analysis and groundbreaking strategies from a team that’s placed over $6 billion in fixed indexed annuity premium since 2011. With an Impact annuity specialist on your team, you’ll receive a comprehensive understanding of annuity products and case development.

LIFE

BOOST YOUR SALES WITH LIFE INSURANCE EXPERTISE.

Work with the life insurance team that’s helped advisors produce over $50 million in first-year commissions. The Impact life team specializes in helping advisors implement life insurance into your already established business with simple but highly effective concepts — from how to better use proprietary products to identifying new opportunities with current clients.

COMPLIANCE

More important than ever.

Leave the worry and guesswork behind. Let our seasoned in-house compliance team make sure your client communications are not only in line with state insurance regulations but also honest, forthright, and have your clients’ best interests in mind — all while protecting your name and practice.

OPERATIONS

PROMPT SUCCESS WITH EFFICIENCY.

Get appointed quicker and paid faster with the help of our dynamic operations team, which routinely submits all new business in 97% good order. You’ll receive first-class customer service while accelerating the application and processing time for your business, enabling you to perform at your best for your clients.

PRACTICE MANAGEMENT

Improve your practice; increase your sales.

Spend less time worrying about the details of running a practice and more time concentrating on meeting clients. Impact’s implemented strategies are designed to make your office run like a well-oiled machine. We’ll even help you hire and train the right staff for your practice while streamlining efficiency and organization.

DIRECT MAIL

Deliver quality to attract quality.

Receive the quality of a large mailing house, at cost, along with tested, strategically designed mailers, distribution strategies, training materials, and much more. Our unique, comprehensive direct mail program delivers qualified leads with a process designed to guarantee that you attract the best prospects to your practice.

MARKETING STRATEGY

Have your own personal CMO.

Our team of dedicated marketing managers delivers innovative and proven ideas to make sure you see more qualified prospects while submitting more business. You’ll be partnered with your own personal marketing specialist to ensure you receive the highest level of service to match your practice’s unique needs.

ADVANCED MARKETS

Talk to a case specialist when you need it most.

Think of Advanced Markets as your own personal Google for everything case-related. Need to break down a tricky case or find the right product for a specific client? Your complete in-house support team is just a quick call away. If they can’t answer it off the top of their heads, they’ll do the research and find the solution faster than you can say “fixed index annuity.”

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