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

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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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 ®

2 What is PlanLab? Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Estate Tax Concepts Conceptual, 5 Questions Estate Tax Analysis Comprehensive Estate Planning Wealth Distribution Analysis Lifetime Distribution Planning

7 PlanLab - Business Owner Analysis Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Business Continuation & Valuation Don’t have to be an expert Succession planning concepts Fund with life insurance

8 PlanLab ® Tools by Age Group Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Family Years (30 - 55) 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 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 © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

13 Best Presentation Pages - FNA Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

14 Best Presentation Pages – Financial Strategies Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

15 Best Presentation Pages - RRM Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

16 Best Presentation Pages – Retirement Test Drive Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

17 Best Presentation Pages - QPDA Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

18 Best Presentation Pages – Annuity Strategies Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

19 Best Presentation Pages - ETC Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

20 Best Presentation Pages - ETA Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

21 Best Presentation Pages - WDA Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

22 Best Presentation Pages – BC/BV Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

23 PlanLab ® Support Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 My Site Training Videos, Manual, Advanced Planning Topics Contact Information Impact Support Phone: 1-800-438-6017 ext. 2 E-mail: support@impact-tech.com Website: www.impact-tech.comsupport@impact-tech.comwww.impact-tech.com


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