1. Retirement Distribution Business Planning Suite
Wealth Planning Suite
Financial Needs Suite
Retirement Distribution
Planning Suite
Business Planning Suite
a SUITE DEAL licensing proposal
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2. Wealth Distribution Analysis
Suite Deal Wealth Planning Suite
Estate Tax Concepts
Concept Sale
Estate Tax Analysis
Industry Leader
Wealth Distribution Analysis
Lifetime Planning
Qualified Plan Distribution
Analysis
Annuity Strategies
Focused Concepts
High Net Worth Market
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3. Financial Needs Analysis Middle Market - Mass Affluent
Suite Deal Financial Needs Suite
Life Goals
Goals-Based
Financial Needs Analysis
Cash Flow Analysis
Financial Strategies
Comprehensive
Middle Market - Mass Affluent
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4. Suite Deal Retirement Distribution Planning Suite
Number Calculator
Client Facing
Retirement Road Map
Quick Sale
Retirement Test Drive
Detailed Analysis
Boomer Market
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5. HNW / Business Owner Market
Suite Deal Business Planning Suite
Business Continuation
Strategy & Funding
Business Valuation
Establish Value for Planning
Key Person
Evaluate Key Employees
And now includes Key Person!
HNW / Business Owner Market
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6. PlanLab Web Based Integrated Client Data Manage Across the Enterprise
Suite Deal
PlanLab
Wealth Planning Suite High Net Worth Market
Financial Needs Suite Middle Market/Mass Affluent
PlanLab Web Based Integrated Client Data Manage Across the Enterprise
Business Planning Suite Business Owner Market
Retirement Distribution Planning Suite Ready-to-Retire (All Wealth Levels)
ONE platform for all clients, all advisors, all planning needs.
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7. Suite Deal PlanLab Advisors Home Office Easy to Use
Access Anytime, Anyplace
One Link to Click
All Clients in the Same System
Easy to Continue Using
Consistent Data Entry
Consistent Calculations
Consistent Presentations
Advisors
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
Home Office
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8. Suite Deal The PlanLab Advantage
Suites Focus on Planning Centers Tools are packaged to line up with enterprise planning initiatives and departments.
Suites Add Value for All Your Advisors Concept tools help new advisors sell. Analysis tools flexible enough for advanced users.
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.
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9. Suite Deal Hosting Average Monthly User Model (AMU)
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
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10. Suite Deal Hosting AMU Model Benefits
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!
Copyright © Impact Technologies Group, Inc | All Rights Reserved | | Ph:

11. Suite Deal Financial Incentives
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
Copyright © Impact Technologies Group, Inc | All Rights Reserved | | Ph:

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