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Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 a SUITE DEAL licensing proposal Wealth.

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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 a SUITE DEAL licensing proposal Wealth."— Presentation transcript:

1 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: a SUITE DEAL licensing proposal Wealth Planning Suite Retirement Distribution Planning Suite Business Planning Suite Financial Needs Suite

2 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: High Net Worth Market Suite Deal Wealth Planning Suite Qualified Plan Distribution Analysis Annuity Strategies Estate Tax Concepts Concept Sale Estate Tax Analysis Industry Leader Wealth Distribution Analysis Lifetime Planning Focused Concepts

3 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Suite Deal Financial Needs Suite Life Goals Goals-Based Financial Needs Analysis Cash Flow Analysis Financial Strategies Comprehensive Middle Market - Mass Affluent

4 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Suite Deal Retirement Distribution Planning Suite Number Calculator Client Facing Retirement Road Map Quick Sale Retirement Test Drive Detailed Analysis Boomer Market

5 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Suite Deal Business Planning Suite Business Valuation Establish Value for Planning Business Continuation Strategy & Funding HNW / Business Owner Market

6 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Wealth Planning Suite High Net Worth Market Financial Needs Suite Middle Market/Mass Affluent Retirement Distribution Planning Suite Ready-to-Retire (All Wealth Levels) Business Planning Suite Business Owner Market PlanLab Web Based Integrated Client Data Manage Across the Enterprise ONE platform for all clients, all advisors, all planning needs. PlanLab Suite Deal

7 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Easy to Use Access Anytime, Anyplace One Link to Click All Clients in the Same System Advisors Home Office Easy to Continue Using Consistent Data Entry Consistent Calculations Consistent Presentations Easy to Maintain Reduced Training Reduced Testing & Compliance Control User Access for All Tools Easy to Roll Out Compliance Review Optional Single Sign On Send Out Link Suite Deal PlanLab

8 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Suites Focus on Planning Centers Tools are packaged to line up with enterprise planning initiatives and departments. You Pay for What You Need Turn on the Suites you need to support your clients’ needs Leverage Your Investment Across the Enterprise Suite and hosting costs decrease as you expand, no need for additional training. Get the Benefits of an Enterprise, Web Based Platform Rollouts and updates are quicker, you manage user access to tools, run usage reports. Suite Deal The PlanLab Advantage Suites Add Value for All Your Advisors Concept tools help new advisors sell. Analysis tools flexible enough for advanced users.

9 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Hosting is based on actual usage Access is provided to all advisors Set Base AMU for first year, adjust each year with no penalty AMU moves up, you only pay additional hosting fee AMU moves down, you pay a lower hosting fee Reports show AMU and other valuable information Get more out of the software you license from Impact Become proactive rather than reactive Spot areas to improve more easily Suite Deal Hosting Average Monthly User Model (AMU)

10 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Make it available to all advisors But Only pay for the ones who use it Just paying for actual usage assures you a fantastic ROI! Suite Deal Hosting AMU Model Benefits

11 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Discounted Pricing 10% discount off first year license fee for a single suite. 10% discount off license fee when you add an additional suite for entire life of the License Agreement. Additional Incentive 6 Month Pilot Program Kick the tires Cancel after 6 months or roll into full license. Includes complete functionality Suite Deal Financial Incentives

12 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Wealth Planning Suite Retirement Distribution Planning Suite Business Planning Suite Financial Needs Suite


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