Charlotte, NC - December 2, 2002 - National Life Insurance Company has extended its technology contract with Advanced Impact for the company's newest wealth management product, Wealth Strategies financial planning software. In accordance with the NASD's guidelines and regulations, National Life's compliance department recently approved a version of Wealth Strategies for use by the company's field force. Using the Monte Carlo method, Wealth Strategies will help National Life's planners better analyze effects that untimely deaths, unexpected disabilities, asset yields, instability of assets and investments, and other uncertainties will have on the volatility and cash flow of every asset in a client's financial plan. Wealth Strategies will provide planners with a more realistic analysis of the client's current financial situation and probability of its success.
"When our company began the search for an advanced concepts illustration tool, we reviewed several programs," said National Life Insurance Company's Vice President of Advanced Sales, Janice Forgays, Esq., CLU. "We needed a product that specifically focused on advanced sales for the affluent market. Advanced Impact's suite, including Wealth Strategies is a perfect fit for our specific needs."
National Life's agents throughout the country will have access to Advanced Impact's planning products including Estate Tax Explorer, Estate Tax Concepts, Estate Tax Analysis, Wealth Distribution Analysis, Family Limited Partnerships, Impact Needs Pro, Executive Compensation, Business Valuation, Business Continuation, and Wealth Strategies.
About National Life Group
The National Life Group of companies is a dynamic and growing financial services organization offering a comprehensive
range of life insurance, annuities, financial and retirement planning products as well as pension design and
administration and related trust services. National Life Insurance Company, the flagship company of the Group,
has been serving clients throughout the United States since its founding in 1850.
About Wealth Strategies
Wealth Strategies is a product provided by Advanced Impact. Wealth Strategies excels at investigating and
discovering needs and planning opportunities. It probes into problem areas within a client's existing financial
plan, helps to develop realistic goals, and identifies weaknesses and problems to solve. Advanced Impact is a brand
of Impact Technologies Group, which sells and markets the company's products. Wealth Strategies' pricing is based on
an annual subscription
basis. Visit www.probabilityofsuccess.com for
more information about Wealth Strategies.
About Impact Technologies Group
For more than twenty years, Impact has provided technology products to banking, insurance, and brokerage
firms worldwide. Based out of Charlotte, NC, the company develops unique software and web-based technology solutions
for needs analysis, business planning, retirement, and distribution and estate planning.
About Advanced Impact
The Advanced Impact brand is presented to the financial services industry by Impact
Technologies Group. For more than twenty years, Impact has provided technology products to banking,
insurance, and brokerage firms worldwide. Based out of Charlotte, NC, the company develops unique software and
web-based technology solutions for needs analysis, business planning, retirement, and distribution and estate planning.
For more information:
Contact: Kevin Clay, President
Phone: 1-800-438-6017 x 222
Mailing Address: University Research Park, 10735 David Taylor Dr #350, Charlotte, NC 28262
Email: Kevin@impact-tech.com
Website: www.impact-tech.com