Product: Qualified Plan Distribution Analysis
Company: Advanced Impact
Web site: www.advancedimpact.com
Pacific Life Insurance has had a relationship with software developer Advanced Impact for five years, and one of the keys to the relationship has been Advanced Impacts regular updates of its offerings for the life insurance and financial services industry, according to Alyce Peterson, vice president marketing services with Pacific Life.
Advanced Impact, located in Charlotte, N.C., has released a new version of its three-year-old product Qualified Plan Distribution Analysis. Each of the tools is unique, but largely they help clients plan their assets, says Peterson. This is done by examining impacts on planning objectives, tax implications, and estate tax implications. It gives us a tool to do what-if scenarios for our clients, she says.
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