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Closing Expert at Every Client Selling Interview

New financial planning software programs get life insurance agents excitedNew financial planning software programs get life insurance agents excited

Created for that new agent that is not getting the needed sales and marketing help, or that existing agent that is just barely making it.  

Free 14 day trials on each of the below software selling tools.

My Personal Testimonial

Financial planning software selling programs were used by me personally and my agents. They completely changed my insurance career from being a mediocre agent into a very successful producer.

ted wolk, author and creator of this website.



You can go from a mediocre agent to top producer by using one of the below financial planning software programs 

Having these type of financial planning software marketing systems available, eliminates whether or not you say all the right things. The answers to most closing questions can now be visually right in front of you and your client.

Here are some of the reasons why you should consider one of these tools!

  • Presentations show the benefits of each recommendation to your clients
  • Graphics make concepts easy to understand
  • A compelling presentation shows needs and how to solve them
  • When clients can see the benefits, they take your recommended actions
  • Point of sale programs will help you make larger premium sales 
  • Generate more leads in your day to day specific target marketing areas.
  • If your clients are not exclaiming, "I can actually understand this!" Then you need one of these below software selling programs. 

    Determine which product fits your target market. If you do not have a target market or if you are a new agent, start out with the Social security lead generator or the Social security pro. Both have a inexpensive monthly payment program.


    Free 14 day trials on each of these software selling tools
    See bottom of page for more details

    For more detailed information about each product 
    Go to the software store

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    Use the below links to quick jump to a specific software product.

    For the more advanced agent or those working on a fee based format, and who have over 3 years in the insurance and financial planning business, we have a more advanced line of software products to help you. For more info on those click here 

    Read these articles  to learn how to use these software planning tools

    More prospects, more sales - Financial planning software for dummies 

    Selling tips and techniques for using the above  - software tools

    Software creates your most powerful closing Allie which is ???


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    If you are a financial planning software subscriber, you will be able to participate in the below free webinars 

    The Monday Mastery Series 

    Please join us for a demonstration and conversation about our software applications in the Monday Mastery Series, a continuing series of weekly live practice-building programs featuring our leading financial and estate planning software applications.

    The Monday Mastery Series are Live Webinars for Subscribers to aid you in marketing.

    These weekly 40-minute live webinars are designed to help subscribers jump-start their knowledge and use of our software applications. Our current sessions showcase our newest product, Social Security Pro, as well as Impact’s Retirement Road Map, two of our best-selling software applications


    Impact technology software

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