CHARLOTTE, N.C., Dec. 9, 2014 /PRNewswire/ -- Impact Technologies Group, Inc. (Impact®) released Social Security Lead Gen™, personalized lead-generating websites for financial advisors.
Advisors get their own personalized website where prospective clients can play with their own data to see how optimizing their Social Security filing can affect their lifetime benefits. The clear, easy-to-use site results in self-qualified leads. When a prospective client takes action, the advisor gets a notification email and the lead goes straight to the Leads tab within the advisor's PlanFacts™ account.
Social Security Lead Gen is optimized for devices consumers actually use; laptops, tablets, and smartphones.
Advisors can promote their personalized site with their personal URL, e.g. https://JohnAdvisor.SocialSecurity.Life, and their own QR code for printed materials.
Social Security Lead Gen is fully integrated with Impact's PlanFacts platform (https://store.planfacts.com), including Social Security Pro™, Impact's Social Security optimizer tool, which was released this past summer.
"Prospects see for themselves the advantage of talking to an advisor. Advisors get not only qualified leads, but leads eager to learn how to maximize their retirement income." – J. Maxey Sanderson CLU, ChFC, FLMI
With more Baby-Boomers entering retirement, Social Security is the ultimate area of interest for a majority of advisors. It is something everyone knows, but not everyone understands. Baby-Boomers are independent and will likely begin with their own research. This tool allows consumers to play with their own numbers and see the benefit of maximizing their Social Security before contact with an advisor. Robo-advisors are putting growing pressure on advisors to find more ways to increase their value to clients. Social Security provides an opening for a more expanded discussion of an over-all financial plan including more detailed information for Social Security planning, annuities and life insurance.
Advisors can sample Social Security Lead Gen at https://store.planfacts.com/ssgen
ABOUT IMPACT
Since its founding in 1981, Impact Technologies Group, Inc. (Impact®) has been providing industry-leading software to the financial and insurance industries. Impact offers innovative financial advising software in both its PlanLab and PlanFacts platforms.
Contact:
Shelley Walsh,
1-704-549-1100 Ex-234
[email protected]
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SOURCE Impact
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