Presentation is loading. Please wait.

Presentation is loading. Please wait.

Tools for all client needs Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 ®

Similar presentations


Presentation on theme: "Tools for all client needs Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 ®"— Presentation transcript:

1 tools for all client needs Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: ®

2 What is PlanLab? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: A Platform for All Advisors in the Enterprise ONE platform with tools for all types of clients, advisors Once you know the platform… Less computer time = More client time

3 Why PlanLab? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Simplify Life One place to go for all client presentations Advisors can have all client info in one place Increase Sales These are SALES PRESENTATIONS! Educate clients so they feel comfortable Motivate clients to take action

4 PlanLab - Capital Needs Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Life Goals Simple, Goal Based Financial Needs Analysis Cash Flow Based Financial Strategies Fee Based Look, Comprehensive Financial Plan

5 PlanLab - Retirement Income & Distribution Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Retirement Road Map Simple, 6-Questions Retirement Test Drive Comprehensive Plan What-if Scenarios, Focus Graphs, MCS, Adverse Risks Qualified Plan Distribution Analysis Stretch IRA/401k Using QP Distributions for Life Ins. Premiums Annuity Strategies “Stretch” Multi-Gen Planning for NQ Annuities

6 PlanLab - Estate & Wealth Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Estate Tax Concepts Conceptual, 5 Questions Estate Tax Analysis Comprehensive Estate Planning Wealth Distribution Analysis Lifetime Distribution Planning

7 PlanLab - Business Owner Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Business Continuation & Valuation Don’t have to be an expert Succession planning concepts Fund with life insurance

8 PlanLab ® Tools by Age Group Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Family Years ( ) Pre-Retirement Years (55-70) Retirement Years (60+) Capital Needs Life Goals Financial Needs Analysis Financial Strategies Retirement QPDA (72t) Business Planning BC/BV Capital Needs Life Goals Financial Needs Analysis Financial Strategies Retirement QPDA Annuity Strategies Retirement Road Map Retirement Test Drive Estate & Wealth Estate Tax Concepts Estate Tax Analysis WDA Business Planning BC/BV Capital Needs Financial Strategies Retirement QPDA Annuity Strategies Retirement Road Map Retirement Test Drive Estate & Wealth Estate Tax Concepts Estate Tax Analysis WDA

9 PlanLab ® Tools by Client Net Worth Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Middle MarketEstate Tax Sensitive Capital Needs Life Goals Financial Needs Analysis Financial Strategies Retirement QPDA Annuity Strategies Retirement Road Map Retirement Test Drive Business Planning BC/BV Capital Needs Financial Strategies Retirement QPDA Annuity Strategies Retirement Road Map Retirement Test Drive Estate & Wealth Estate Tax Concepts Estate Tax Analysis WDA Business Planning BC/BV

10 PlanLab ® Tools by Style Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Concept ToolsAnalysis Tools Capital Needs Life Goals Retirement QPDA Annuity Strategies Retirement Road Map Estate & Wealth Estate Tax Concepts Business Planning BC/BV Capital Needs Financial Needs Analysis Financial Strategies Retirement Retirement Test Drive Estate & Wealth Estate Tax Analysis WDA

11 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Life InsuranceAnnuitiesInvestments/ Savings Programs Capital Needs Life Goals Financial Needs Analysis Retirement QPDA Annuity Strategies Retirement Road Map Estate & Wealth Estate Tax Concepts Estate Tax Analysis WDA Business Planning BC/BV Capital Needs Financial Strategies Retirement Retirement Road Map Retirement Test Drive Estate & Wealth Estate Tax Analysis WDA Capital Needs Life Goals Financial Needs Analysis Financial Strategies Retirement Retirement Road Map Retirement Test Drive Estate & Wealth Estate Tax Analysis WDA PlanLab ® Tools by Sales Opportunities

12 Best Presentation Pages – Life Goals Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

13 Best Presentation Pages - FNA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

14 Best Presentation Pages – Financial Strategies Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

15 Best Presentation Pages - RRM Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

16 Best Presentation Pages – Retirement Test Drive Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

17 Best Presentation Pages - QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

18 Best Presentation Pages – Annuity Strategies Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

19 Best Presentation Pages - ETC Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

20 Best Presentation Pages - ETA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

21 Best Presentation Pages - WDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

22 Best Presentation Pages – BC/BV Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

23 PlanLab ® Support Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: My Site Training Videos, Manual, Advanced Planning Topics Contact Information Impact Support Phone: ext. 2 Website:


Download ppt "Tools for all client needs Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 ®"

Similar presentations


Ads by Google