tools for all client needs copyright © 2002-2006 impact technologies group, inc. | all rights...

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?


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?


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


Life GoalsSimple, Goal Based

Financial Needs AnalysisCash Flow Based

Financial StrategiesFee Based Look, Comprehensive Financial Plan

PlanLab - Retirement Income & Distribution Analysis


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


Estate Tax ConceptsConceptual, 5 Questions

Estate Tax AnalysisComprehensive Estate Planning

Wealth Distribution AnalysisLifetime Distribution Planning

PlanLab - Business Owner Analysis


Business Continuation & ValuationDon’t have to be an expertSuccession planning concepts Fund with life insurance

PlanLab® Tools by Age Group


Family Years(30 - 55)

Pre-Retirement Years(55-70)

Retirement Years(60+)

Capital NeedsLife GoalsFinancial Needs AnalysisFinancial Strategies

RetirementQPDA (72t)

Business PlanningBC/BV


RetirementQPDAAnnuity StrategiesRetirement Road MapRetirement Test Drive

Estate & WealthEstate Tax ConceptsEstate Tax AnalysisWDA


Capital NeedsFinancial Strategies



PlanLab® Tools by Client Net Worth


Middle Market Estate Tax Sensitive








PlanLab® Tools by Style


Concept Tools Analysis Tools

Capital NeedsLife Goals

RetirementQPDAAnnuity StrategiesRetirement Road Map

Estate & WealthEstate Tax Concepts


Capital NeedsFinancial Needs AnalysisFinancial Strategies

RetirementRetirement Test Drive

Estate & WealthEstate Tax AnalysisWDA


Life Insurance Annuities Investments/Savings Programs

Capital NeedsLife GoalsFinancial Needs Analysis

RetirementQPDAAnnuity StrategiesRetirement Road Map




RetirementRetirement Road MapRetirement Test Drive



RetirementRetirement Road MapRetirement Test Drive


PlanLab® Tools by Sales Opportunities

Best Presentation Pages – Life Goals


Best Presentation Pages - FNA


Best Presentation Pages – Financial Strategies


Best Presentation Pages - RRM


Best Presentation Pages – Retirement Test Drive


Best Presentation Pages - QPDA


Best Presentation Pages – Annuity Strategies


Best Presentation Pages - ETC


Best Presentation Pages - ETA


Best Presentation Pages - WDA


Best Presentation Pages – BC/BV


PlanLab® Support


My SiteTraining Videos, Manual, Advanced Planning TopicsContact Information

Impact SupportPhone: 1-800-438-6017 ext. 2E-mail: [email protected]: www.impact-tech.com

mailto:[email protected]

http://www.impact-tech.com/

tools for all client needs copyright © 2002-2006 impact technologies group, inc. | all rights...

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