tools for all client needs Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact- tech.com | Ph: 800.438.6017 ®
Dec 15, 2015
tools for all client needs
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
®
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
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
PlanLab - Capital Needs Analysis
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Life GoalsSimple, Goal Based
Financial Needs AnalysisCash Flow Based
Financial StrategiesFee Based Look, Comprehensive Financial Plan
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 MapSimple, 6-Questions
Retirement Test DriveComprehensive PlanWhat-if Scenarios, Focus Graphs, MCS, Adverse Risks
Qualified Plan Distribution AnalysisStretch IRA/401kUsing QP Distributions for Life Ins. Premiums
Annuity Strategies “Stretch” Multi-Gen Planning for NQ Annuities
PlanLab - Estate & Wealth Analysis
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Estate Tax ConceptsConceptual, 5 Questions
Estate Tax AnalysisComprehensive Estate Planning
Wealth Distribution AnalysisLifetime Distribution Planning
PlanLab - Business Owner Analysis
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Business Continuation & ValuationDon’t have to be an expertSuccession planning concepts Fund with life insurance
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 NeedsLife GoalsFinancial Needs AnalysisFinancial Strategies
RetirementQPDA (72t)
Business PlanningBC/BV
Capital NeedsLife GoalsFinancial Needs AnalysisFinancial Strategies
RetirementQPDAAnnuity StrategiesRetirement Road MapRetirement Test Drive
Estate & WealthEstate Tax ConceptsEstate Tax AnalysisWDA
Business PlanningBC/BV
Capital NeedsFinancial Strategies
RetirementQPDAAnnuity StrategiesRetirement Road MapRetirement Test Drive
Estate & WealthEstate Tax ConceptsEstate Tax AnalysisWDA
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 Market Estate Tax Sensitive
Capital NeedsLife GoalsFinancial Needs AnalysisFinancial Strategies
RetirementQPDAAnnuity StrategiesRetirement Road MapRetirement Test Drive
Business PlanningBC/BV
Capital NeedsFinancial Strategies
RetirementQPDAAnnuity StrategiesRetirement Road MapRetirement Test Drive
Estate & WealthEstate Tax ConceptsEstate Tax AnalysisWDA
Business PlanningBC/BV
PlanLab® Tools by Style
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Concept Tools Analysis Tools
Capital NeedsLife Goals
RetirementQPDAAnnuity StrategiesRetirement Road Map
Estate & WealthEstate Tax Concepts
Business PlanningBC/BV
Capital NeedsFinancial Needs AnalysisFinancial Strategies
RetirementRetirement Test Drive
Estate & WealthEstate Tax AnalysisWDA
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Life Insurance Annuities Investments/Savings Programs
Capital NeedsLife GoalsFinancial Needs Analysis
RetirementQPDAAnnuity StrategiesRetirement Road Map
Estate & WealthEstate Tax ConceptsEstate Tax AnalysisWDA
Business PlanningBC/BV
Capital NeedsFinancial Strategies
RetirementRetirement Road MapRetirement Test Drive
Estate & WealthEstate Tax AnalysisWDA
Capital NeedsLife GoalsFinancial Needs AnalysisFinancial Strategies
RetirementRetirement Road MapRetirement Test Drive
Estate & WealthEstate Tax AnalysisWDA
PlanLab® Tools by Sales Opportunities
Best Presentation Pages – Life Goals
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages - FNA
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages – Financial Strategies
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages - RRM
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages – Retirement Test Drive
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages - QPDA
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages – Annuity Strategies
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages - ETC
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages - ETA
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages - WDA
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Best Presentation Pages – BC/BV
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
PlanLab® Support
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
My SiteTraining Videos, Manual, Advanced Planning TopicsContact Information
Impact SupportPhone: 1-800-438-6017 ext. 2E-mail: [email protected]: www.impact-tech.com