by Advisor Controls | Mar 8, 2021 | Life Goals
Choose Modules The first tab in creating a Life Goals case is titled “Choose Modules”, here you can choose from a handful of goals and objectives that your clients wish to meet. The first module to choose from is “Goals and dreams” which maps your clients short-term,...
by Advisor Controls | Mar 8, 2021 | Life Goals
Getting Started with Life Goals Life Goals PDF Fact Finder Download Fact Finder Life Goals Sample Case Download Sample PDF Start a new case To create a new case, simply click the the “+” button located in the top right corner of your dashboard and select “Life Goals”...
by Advisor Controls | Mar 3, 2021 | Business Succession
Printed presentations The printed presentation can be used to present to the clients or as a leavebehind. Impact’s recommendation is that, even when you’re preparing and using the on-screen presentation, use the printed presentation to leave with the client(s)...
by Advisor Controls | Mar 2, 2021 | Business Succession
Presenting on screen Click on “Present” to display the slideshow options and a menu with all the choices for all the various page combinations applicable to the presentation information entered up to this point. As each slideshow option is checked, the selected...
by Advisor Controls | Mar 2, 2021 | Business Succession
How life insurance is determined A cross purchase solution requires the most policies. In a cross purchase, each owner has to buy a portion of the deceased owner’s interest. Thus, you’d have to have one policy less than the number of owners just to fund...
Recent Comments