Retirement Distribution Business Planning Suite Wealth Planning Suite Financial Needs Suite Retirement Distribution Planning Suite Business Planning Suite a SUITE DEAL licensing proposal Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Wealth Distribution Analysis Suite Deal Wealth Planning Suite Estate Tax Concepts Concept Sale Estate Tax Analysis Industry Leader Wealth Distribution Analysis Lifetime Planning Qualified Plan Distribution Analysis Annuity Strategies Focused Concepts High Net Worth Market Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Financial Needs Analysis Middle Market - Mass Affluent Suite Deal Financial Needs Suite Life Goals Goals-Based Financial Needs Analysis Cash Flow Analysis Financial Strategies Comprehensive Middle Market - Mass Affluent Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Suite Deal Retirement Distribution Planning Suite Number Calculator Client Facing Retirement Road Map Quick Sale Retirement Test Drive Detailed Analysis Boomer Market Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

HNW / Business Owner Market Suite Deal Business Planning Suite Business Continuation Strategy & Funding Business Valuation Establish Value for Planning Key Person Evaluate Key Employees And now includes Key Person! HNW / Business Owner Market Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

PlanLab Web Based Integrated Client Data Manage Across the Enterprise Suite Deal PlanLab Wealth Planning Suite High Net Worth Market Financial Needs Suite Middle Market/Mass Affluent PlanLab Web Based Integrated Client Data Manage Across the Enterprise Business Planning Suite Business Owner Market Retirement Distribution Planning Suite Ready-to-Retire (All Wealth Levels) ONE platform for all clients, all advisors, all planning needs. Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Suite Deal PlanLab Advisors Home Office Easy to Use Access Anytime, Anyplace One Link to Click All Clients in the Same System Easy to Continue Using Consistent Data Entry Consistent Calculations Consistent Presentations Advisors 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 Home Office Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Suite Deal The PlanLab Advantage Suites Focus on Planning Centers Tools are packaged to line up with enterprise planning initiatives and departments. Suites Add Value for All Your Advisors Concept tools help new advisors sell. Analysis tools flexible enough for advanced users. You Pay for What You Need Turn on the Suites you need to support your clients’ needs Leverage Your Investment Across the Enterprise Suite and hosting costs decrease as you expand, no need for additional training. Get the Benefits of an Enterprise, Web Based Platform Rollouts and updates are quicker, you manage user access to tools, run usage reports. Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Suite Deal Hosting Average Monthly User Model (AMU) 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 Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Suite Deal Hosting AMU Model Benefits 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! Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Suite Deal Financial Incentives 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 Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Retirement Distribution Business Planning Suite Wealth Planning Suite Financial Needs Suite Retirement Distribution Planning Suite Business Planning Suite 1.800.438.6017 www.impact-tech.com Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017