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April, 2007 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 2007R1 Enhancements ®

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Presentation on theme: "April, 2007 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 2007R1 Enhancements ®"— Presentation transcript:

1 April, 2007 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 2007R1 Enhancements ®

2 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1-2 page overview of ETA results Appears at beginning of the presentation Optional in full version of ETA Prints automatically from the Quick Estate Planner

3 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

4 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Current Situation Assets Total Value if Death Today

5 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Effects of Current Situation Total to Family Percent of Estate to Family

6 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Proposed Strategy Total to Family With and Without Life Insurance

7 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Cash Flow Failure Proposed Strategy

8 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

9 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Failure Statements Cash Flow Failure Estate Settlement Failure For all 3 scenarios Alerts advisor before walking through the presentation with client

10 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Scenario Comparison Current vs. Proposed

11 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

12 Executive Summary for Estate Tax Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Summary Total to Family Proposed Strategy with New Life Insurance

13 Mid-Level Estate Tool Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Use the same Quick Estate Planner Illustrate Proposed Marital & Family Trust Move Existing Life Insurance to an ILIT Ongoing gifts (charitable, exclusion) New Life Insurance Prints same ETA presentation

14 Mid-Level Estate Tool Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Use the same Quick Estate Planner

15 Mid-Level Estate Tool Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Illustrate Proposed Marital & Family Trust

16 Mid-Level Estate Tool Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Illustrate Proposed Move Existing Life Insurance to an ILIT

17 Mid-Level Estate Tool Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Illustrate Proposed Ongoing gifts (charitable, exclusion)

18 Mid-Level Estate Tool Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Illustrate Proposed New Life Insurance

19 Mid-Level Estate Tool Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Prints same ETA presentation

20 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 How it Works Charity is beneficiary of IRA Distributions to pay taxes and life insurance premiums Benefits Charitable gift reduces estate taxes Charity gets more powerful gift (no IRD taxes due) Family receives insurance proceeds from ILIT

21 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Access PlanFacts from MySite

22 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Access PlanFacts from MySite

23 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Access PlanFacts from MySite

24 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Access PlanFacts from MySite

25 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Fill Out PlanFacts

26 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Print Report – Distributions during Life (No Insurance)

27 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Print Report – Distributions during Life (WITH NEW Insurance)

28 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Print Report – Estate at Death (No Insurance)

29 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Print Report – Estate at Death (WITH NEW Insurance)

30 Charitable Alternative Module for QPDA Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Print Report – Comparison (No Insurance vs. WITH NEW Insurance)

31 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Insurance owned in IDGT Premiums paid by IDGT Works with IDGT & IDIT Add New Life Insurance to an IDGT

32 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Add New Life Insurance to an IDGT Check bottom box to access Life Insurance tab

33 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Standard insurance information Owner & Insured are “Trust” Add New Life Insurance to an IDGT

34 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Same as Detailed Planning Estimate based on Salary If no salary, assume maximum benefit Use information from SS Benefits statement Automatic benefit adjustment in presentation PlanFacts Social Security Entry Standardized

35 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 PlanFacts Social Security Entry Standardized

36 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Bonus Enhancement Classic Trust in Current Situation Illustrate existing life insurance held in trust Illustrate Insurance in an Existing Classic Trust

37 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Illustrate Insurance in an Existing Classic Trust

38 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Illustrate Insurance in an Existing Classic Trust

39 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Summary of Enhancements Executive Summary for Estate Tax Analysis Mid-Level Estate Tool Charitable Alternative Module for QPDA Add New Life Insurance to an IDGT PlanFacts Social Security Entry Standardized Illustrate Insurance in an Existing Classic Trust …So how do you turn Enhancements into Sales? Maxey!

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