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Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
a SUITE DEAL licensing proposal
Wealth Planning Suite
Retirement Distribution Planning Suite
Business Planning Suite
Financial Needs Suite
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
High Net Worth Market
Suite Deal Wealth Planning Suite
Qualified PlanDistribution Analysis
Annuity Strategies
Estate Tax ConceptsConcept Sale
Estate Tax AnalysisIndustry Leader
Wealth Distribution AnalysisLifetime Planning
Focused Concepts
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Suite Deal Financial Needs Suite
Life GoalsGoals-Based
Financial Needs AnalysisCash Flow Analysis
Financial StrategiesComprehensive
Middle Market - Mass Affluent
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Suite Deal Retirement Distribution Planning Suite
Number CalculatorClient Facing
Retirement Road MapQuick Sale
Retirement Test DriveDetailed Analysis
Boomer Market
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Suite Deal Business Planning Suite
Business ValuationEstablish Value for Planning
Business ContinuationStrategy & Funding
HNW / Business Owner Market
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Wealth Planning SuiteHigh Net Worth Market
Financial Needs SuiteMiddle Market/Mass Affluent
Retirement Distribution Planning SuiteReady-to-Retire (All Wealth Levels)
Business Planning SuiteBusiness Owner Market
PlanLab Web Based
Integrated Client DataManage Across the Enterprise
ONE platform for all clients, all advisors, all planning needs.
PlanLabSuite Deal
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Easy to Use•Access Anytime, Anyplace
•One Link to Click
•All Clients in the Same SystemAdvisors
Home Office
Easy to Continue Using•Consistent Data Entry
•Consistent Calculations
•Consistent Presentations
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
Suite Deal PlanLab
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Suites Focus on Planning CentersTools are packaged to line up with enterprise planning initiatives and departments.
You Pay for What You NeedTurn on the Suites you need to support your clients’ needs
Leverage Your Investment Across the EnterpriseSuite and hosting costs decrease as you expand, no need for additional training.
Get the Benefits of an Enterprise, Web Based PlatformRollouts and updates are quicker, you manage user access to tools, run usage reports.
Suite Deal The PlanLab Advantage
Suites Add Value for All Your AdvisorsConcept tools help new advisors sell. Analysis tools flexible enough for advanced users.
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
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
Suite Deal Hosting
Average Monthly User Model (AMU)
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
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!
Suite Deal Hosting
AMU Model Benefits
Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
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
Suite Deal Financial Incentives