Vice President of Marketing
David G. Freitag, CLUÂ®, ChFCÂ® is Vice President of Marketing for the Impact Technologies Group. In that role Dave has helped develop software practice management tools for advisors to use with clients who are interested in retirement income planning, estate planning, risk management and needs analysis.
Dave has been a producer, an agency manager, and a Home Office Vice President responsible for agency training and field technology systems. Dave has helped producers build cases and close business. He has presented practice management seminars from Singapore to the United Kingdom on the Tricks, Tips and Traps of Using Technology in the Sales Cycle. He was a guest instructor for the FSP Institute in 2008. In 2007 and 2010 Dave was a guest panelist for two FSP video teleconferences on Retirement Income Planning strategies. He has recently published articles on Roth Conversions and tax planning in retirement.