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Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017.

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Presentation on theme: "Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017."— Presentation transcript:

1 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

2 Definition of Terms Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Impact – 26 years serving insurance market, last 7 with Aegon PlanLab – web based, enterprise-class planning platform Life Goals – goal based needs analysis program

3 Life Goals Differentiators Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Persuasive Presentations Little/No Training Needed Enterprise Platform

4 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Persuasive Presentations = More Sales Little/No Training Needed = More Opportunities Enterprise Platform = Home Office Control Life Goals Benefits

5 Life Goals Printed Presentation Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

6 Life Goals Analysis Areas Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Survivor Goal – Immediate cash & continuing income needs Education Goal – College savings need Retirement Goal – Retirement accumulation savings need Disability Goal – Income replacement need (with and without SS) Long-Term Care Goal – LTC income need and savings required

7 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals Focus on Each Goal

8 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals Focus on Each Goal Progress Bar

9 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals Focus on Each Goal Progress Bar Recommended Amounts

10 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order Set order of goals Illustrate 1 or many goals

11 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page Advisor can customize report Use client’s “own words” Recommend additional analysis OPTIONAL PAGE GOALS Robert, you said your most important goal was to secure the lifestyle of your wife Margaret and your two children, Jonathan and Rebecca, in the event you die prematurely. Robert, you said your second most important goal was to make sure you saved for retirement with the goal of retiring at age 62. RECOMMENDATIONS In order to accomplish your primary financial goal, Robert, I recommend purchasing life insurance on both you and Margaret to ensure the financial needs of your children are met. To work toward your second goal, Robert, I recommend increasing your contributions to your salary reduction plan at work to fully take advantage of your employer’s contribution match program. OUR REVIEW PROCESS Robert, I recommend a review of this analysis at least once a year and a semi-annual review of your investment portfolio. Additionally, any time you encounter a life event, such as the birth of a child, or a change in jobs, I would like to make sure we adjust your financial goals accordingly.

12 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages Life, Disability, LTC Use with policy delivery Protect clients from other advisors

13 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation Clean look & feel Manageable information sections Progress bars show the bottom line

14 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor

15 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor

16 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor Education

17 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor Education Retirement

18 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor Education Retirement Disability

19 What Sets Life Goals Apart? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor Education Retirement Disability Long-Term Care

20 Life Goals Presentation Flexibility Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Each Goal Section Includes: Summary Page – Progress Bar + Additional Need Presentation – Objective, Needs Calculation, Progress Bar Details – Explanation of Needs Calculation Ledger – Year by Year Components of Needs Calculation Recommendation – Proposed Policy, vs. Current Need, Progress Bar Resources – Educational Pages (no client information)

21 What Makes Life Goals Simple? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Data Entry 1.Simple, Streamlined Navigation 2.Flexible Asset Entry Print Report 1.Easy to Find Numbers 2.Logical Calculation Flow LITTLE TO NO TRAINING NEEDED!

22 The Advisor Experience Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

23 Paper Fact Finder Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

24 Accessing Life Goals Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

25 Accessing Life Goals Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

26 Life Goals Data Entry Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

27 Online Education Cost Lookup Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

28 Choose Goals to Include Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

29 Earnings & Other Income Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

30 Earnings & Other Income – Add “Other Income” Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

31 Earnings & Other Income – Data Entry Flexibility Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

32 Assets/Debts – Summary View Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

33 Retirement Assets – Details View Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

34 Assumptions (Already Defaulted) Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

35 Goal Details - Education Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

36 Goal Details - Retirement

37 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Goal Details – Survivor Needs

38 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Goal Details – Disability Needs

39 Recommendations Screen – Survivor Needs Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

40 Recommendations Screen – Survivor Needs Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

41 Recommendations Screen – Survivor Needs Details Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

42 Recommendations Screen – Disability Needs Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

43 Advisor Notes Screen (Optional) Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

44 Print Options Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

45 Print Options Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

46 Set Order of Goals to Present Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

47 Print to PDF Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

48 PDF Appears on Screen Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

49 PlanLab Client File – After PDF is Closed Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

50 PlanLab Client File – Document Library Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

51 Two Levels of Needs Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Life Goals Goal based Simple Data Entry 5 modules Recommendations Financial Needs Analysis Cash flow based Flexible Data Entry 5 modules Scenario Planning

52 Transfer Life Goals into Detailed Planning Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

53 Client Data in Detailed Data Entry Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

54 Information Transfer – Salaries Screen Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

55 Information Transfer – Retirement Plans Screen

56 Create Financial Needs Analysis Presentation Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

57 A Tool for the Enterprise Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

58 PlanLab – A Tool for the Enterprise Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Marketing -Control what advisors see -Link software to products and marketing Compliance & Legal -Control what advisors present -Automate delivery of consistent advice across the enterprise -Archive client data and presentations created Sales Management -Control what advisors access -Manage distribution of tools with user roles -View Usage Reports Support -Reduce training and support costs -Enable expert collaboration with advisors more easily

59 PlanLab – A Tool for the Enterprise Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Marketing -Control what advisors see -Link planning to product marketing

60 Easy to Access – Single Sign On Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

61 Control what advisors see My Site – Campaigns and Messaging Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

62 Control what advisors see Edit Content Tab – Control Messaging

63 Control what advisors see My Site – Prospecting Materials Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

64 Control what advisors see Edit Content Tab – Manage MySite Content

65 PlanLab – A Tool for the Enterprise Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Compliance & Legal -Control what advisors present -Automate delivery of consistent planning advice across the firm -Archive client data and presentations created

66 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Control what advisors do Recently Created Presentations

67 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Control what advisors do Journal – Client Info & Presentation Archive

68 PlanLab – A Tool for the Enterprise Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Sales Management -Control what advisors access -Manage distribution of tools with user roles -View Usage Reports

69 Control what advisors do Administration Tab Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

70 Control what advisors do Administration Functionality

71 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Control what advisors do Administration Functionality – Roles

72 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Control what advisors do Roles - Permissions

73 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Control what advisors see My Site – Quick Intuitive Fact Finders

74 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Control what advisors see My Site – Advisor Info and Reports

75 See the results! Control Enterprise Reporting Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: By Product By Business Unit By User Role By Advisor

76 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: See the results! Examine Enterprise Reporting

77 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: See the results! Visually See Enterprise Reporting

78 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: See the results! Visually See Enterprise Reporting

79 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: See the results! Create Better Enterprise Reporting

80 PlanLab – A Tool for the Enterprise Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Support -Reduce training and support costs -Enable firm’s experts to collaborate with advisors more easily

81 Control what advisors see My Site – Training Resources Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

82 Control what advisors see Training Resources

83 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Control what advisors see Training Resources – Product Specific

84 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Control what advisors see My Site – Support Resources

85 Easy to Support Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: My Site On-Demand Training Videos Product User Manuals Product Support (Impact) Phone: ext. 2 Website: Case Design Support Home Office Resources

86 Branding the PlanLab Header Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

87 Customizing the Data Entry Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

88 Customizing the Printed Presentation Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:


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