Software Overview

Take advantage of the ClientFirst affiliation with Impact Technologies to access a full suite of state-of-the-art software for your Social Security and Retirement Income Distribution needs.  Engage your clients with the unique “Impact Interface” of this software – these are deceptively simple-looking, instantly interactive, powerful tools that facilitate those important financial conversations.  The following Impact software will meet your Social Security and Retirement Income Distribution needs.

Test drive one or all of the software below for full 14-day free trials!



What it Does

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Social SecuritySocial Security ProAnalyzes all possible Social Security strategies with an instant, user friendly, visual display of multiple options packaged in a complete, detailed report.learn-more
Social Security Lead GenYour personal 24/7 “prospecting partner” to engage prospects and set appointments while marketing your valuable Social Security knowledge.learn-more
Retirement Income DistributionCash Flow Decisions
*NEW June 2015*
An extremely powerful, but simple-to-use, Social Security optimization and retirement income planning tool, includes helpful tips and interactive options throughout.learn-more
Retirement Planning BundlesBundle and Save
*NEW May 2017*
Powerful prospecting, presenting, and selling tools. Sophisticated calculations, easy-to-use interface, professionally designed reports.learn-more