SOURCE: Impact Technologies

Impact Technologies

March 07, 2011 10:06 ET

Impact Technologies Launches Webinar Series to Help Advisors Take Advantage of Tax Act for Clients

New Law Creates Opportunities for People With Estates of All Sizes

CHARLOTTE, NC--(Marketwire - March 7, 2011) -  Impact Technologies Group, Inc. (www.impact-tech.com) (Impact), a leading provider of software-based financial tools to the insurance and financial services industry, will launch the first in a seven -part series of 60 minute webinars. These webinars focus on sales ideas for advisors and their clients as related to the 2010 Tax Act.

Maxey Sanderson, President, Impact Technologies Group, Inc., states, "The 2010 Tax Act provides exciting opportunities for millions of Americans. These seminars show producers immediate ways to provide long-term solutions for clients."

The first webinar is titled "Replacing Uncertainty with Certainty." It will be held on Thursday, March 10th at 10 AM EST.  After this kickoff event, Impact will host a seminar series each week for six weeks. This first seminar is repeated on March 17th. New topics will follow each week. To make it even more convenient to attend, these seminars are offered twice each Thursday at 10 AM and 1 PM EST.

The first seminar features realistic case studies which cover the following topics:

  • Gifting in 2011 - How and why to use gifts for life insurance

  • Trusts in 2011 - Why trusts are still a good idea

The webinar series is moderated by Dave Boekeloo, JD, MST, CLU, CFP, ChFC. Boekeloo is an advanced sales attorney who consults with leading producers from many major companies. His specialty is case design and development for the business and estate planning market.

Space for this session is limited. Register today at: http://taxlawsales.eventbrite.com/

Upcoming sessions of the Impact's 2010 Tax Act series include:

  • Non-Tax Solutions - Estate needs, estate equalization, & family business arrangements
  • Not-So-Typical Family Solutions- Second marriages & children 
  • Charitable Giving Opportunities -Simpler and more valuable with higher limits
  • Qualified Plans and the New Law - Combine life insurance and qualified plan assets for new sales opportunities and new sources of premium
  • Business Exit Planning -Continuation of a business regardless of how the owner exits -- by death, by disability, by full or partial retirement.

Contact Information

  • Impact Media Contact:
    David G. Freitag, CLU, ChFC, CRPC
    Vice President, Marketing
    704-927-3235
    Email Contact