Estate Tax Concepts Screenshot

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Scientifically designed to simplify complex estate topics, Estate Tax Concepts provides both screen and printed presentations that are proven to sell.

Interactive WindowsTM help make ETC so easy to learn how to use that you'll be selling instantly. All of the information that you'll ever need will be at your fingertips - every graphic, concept, term, and number used by ETC is fully explained.

ETC's interactive flowcharts allow you and your prospects or clients to play "what-if." And with ETC, calculations are immediate. You can get right to the screen presentation after the following five, simple inputs:

  1. Current Estate
  2. Existing Insurance
  3. Years to Project
  4. Growth Rate
  5. Transfer Rate

Estate Tax Concepts does the selling for you.

  • Have a motivating presentation to leave behind.
  • Uncover resource screens backed by graphic Help screens.
  • Access general estate topics for sales or training.
  • Quickly learn what to say to a client at particular screens in the presentation by using the printed presentation as a guide.
  • Keep clients awake with compelling graphics and colors.
  • Stay ahead of the competition.
Estate Tax Concepts Screenshot

Click image to enlarge

You'll be getting this tool for just pennies compared with the sizable increase in sales you're going to experience.

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    Firefox 3 or greater
  • Adobe Reader 7.0 or greater
  • Connection to the internet
Per Month


This product sits on the Web-based PlanLab platform. The complete functionality of PlanLab comes in an easy-to-use, web-based package that requires little or no training to get started. Intuitive features in PlanLab make it easy to collect and analyze client data, motivate clients to action, and monitor their progress.

Impact Technologies Group, Inc. (Impact®)

Impact is known throughout the industry for creating sales presentations that combine numerical analysis and sales psychology to inform, alarm, and motivate clients to take action.

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