To win and retain clients, you need to be talking about more than just investments! We provide advisor and agent education and practice management tools.

Lead Gen

During this 1-hour call, advisor performance coach, Todd Colbeck, will work with you on lead gen and making your practice more effective and impactful.

Software

Turnkey retirement, insurance, and Social Security income planning. Succeed with Impact’s user-friendly suite of interactive software!

Master Courses

Learn how to better position insurance services. Sharpen your Social Security expertise with the NSSA certification.

Advisor Marketing & Practice Tools

Become the “go-to” Social Security Advisor in your Community!

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