Advisor access

This resource is available to advisors currently working with Ron and his team. Enter your approved email and accept the terms below to continue.

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1. Eligibility. These resources are provided for approved advisors currently working with Ron Eastman and his team. You agree to enter an email address assigned to you or your firm and not to use another advisor's access.

2. Permitted use. Resources may be used for your internal business planning and client-support work. You may not share access, reproduce the tools for distribution, sell them, or provide them to an unauthorized third party.

3. Professional responsibility. These resources support professional judgment but do not replace current carrier materials, product requirements, suitability obligations, or advice from legal, tax, accounting, or compliance professionals.

4. Information and availability. Information may change, and access may be updated, suspended, or revoked at any time. Confirm current rates, requirements, and product details before relying on them in a client recommendation.

5. Access period. After acceptance, this browser may remain authorized for up to 90 days. A different device, browser, private session, cleared browser data, or expired authorization may require acceptance again.

6. Activity records. For security, service improvement, and advisor support, the site records the approved email, terms version, acceptance time, protected resources accessed, downloads, session activity, and a privacy-conscious browser or network identifier. Raw uploaded workbook contents are not included in access-activity reporting.

7. Confidentiality. You are responsible for protecting access on your device and notifying Ron or his team if you believe access has been used improperly.

8. Agreement. By selecting the acceptance box and continuing, you confirm that you have reviewed and agree to these terms.

End of terms

Once approved, this browser will remain authorized for up to 90 days.

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Advanced Planning

Complex cases deservea clear path forward.

Bring the opportunity, the client objective, or the question. Your Advanced Planning team combines strategy, case design, illustrations, and hands-on support to help you move from possibility to a well-built recommendation.

Priority rate watchImportant rate-change announcements

Review pending changes before positioning or advancing a client case.

View updates
Explore case-design resources
Clarify

Start with the client objective and the decision that matters.

Design

Bring strategy, illustrations, and product details into alignment.

Move

Advance the case with clarity, confidence, and specialist support.

Case-design resources

Everything you need to keep the case moving.

Build illustrations, compare solutions, review current information, and get answers directly from the specialists working alongside you.

IL

Request an illustration

Send the case details and let the planning team get to work.

Request illustration RQ

Rider quote

Compare rider illustrations for the case you are designing.

Open rider quote IR

Index report

Access index performance and supporting research in one place.

View index report MY

MYGA rates

Review current multi-year guaranteed annuity opportunities.

View current rates CD

Case design

Email directly with the team about strategy and case structure.

Email the team AP

Call Advanced Planning

Talk directly with the team at 800.380.5040 for hands-on support.

Call the team

Specialists behind the strategy

Case design is better when the conversation starts early.

You do not need to arrive with a finished solution. Share the client need, the desired outcome, and the questions still on the table. The team can help pressure-test the strategy, build the illustrations, and identify the strongest next step.

Bring us the opportunity

Let's build the case together.

advanced@impactpartner.com800.380.5040