Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | | Ph: 800.438.6017 a...

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


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


Suite Deal Financial Needs Suite

Life GoalsGoals-Based

Financial Needs AnalysisCash Flow Analysis

Financial StrategiesComprehensive

Middle Market - Mass Affluent


Suite Deal Retirement Distribution Planning Suite

Number CalculatorClient Facing

Retirement Road MapQuick Sale

Retirement Test DriveDetailed Analysis

Boomer Market


Suite Deal Business Planning Suite

Business ValuationEstablish Value for Planning

Business ContinuationStrategy & Funding

HNW / Business Owner Market


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


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


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.


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)


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


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


Wealth Planning Suite

Retirement Distribution Planning Suite

Business Planning Suite

Financial Needs Suite

1.800.438.6017www.impact-tech.com

Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | | Ph: 800.438.6017 a...

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