Life Goals

View A Sample Presentation

Help clients achieve their most basic Life Goals.

Attractive, Compelling, Dynamic Sales Presentations

• Get right to the point with the Summary of Goals that visually shows a client’s progress.
• Arrange needs in the order you want to present them, add your own custom text page.
• Each page is rich in information that motivates clients to take action.

Illustrate Product Recommendations

• Recommendation pages for life, disability and long‐term care insurance.
• Illustrate the benefits of your product recommendations and protect your clients from other advisors trying to undermine your recommendations.

No Training Required

• Simple data entry is straightforward and intuitive.
• Goal based approach makes numbers and calculations easy to understand and follow.
• Visual presentation is easy to explain to clients.

The Impact Difference

• Impact is known in the industry for creating sales presentations that blend sales psychology with visuals and numerical analyses that inform, disturb, and motivate clients to take action.
• Life Goals is integrated into Impact’s web‐based PlanLab platform and complements Financial Needs Analysis and Financial Strategies to round out the Financial Needs Suite.
• PlanLab is an enterprise financial planning and analysis platform that allows your entire organization to collaborate and take full advantage of the wide range of planning capabilities including needs analysis, estate planning and business planning.