April, 2007 Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 2007R1 Enhancements ®

Slides:

Advertisements

Similar presentations

The Life Insurance Capacity Calculator A powerful sales tool Do not put content on the brand signature area For agent use only. Not for public distribution.

Advertisements

Social Security – The choice of a lifetime Understanding when and how to file for Social Security benefits NRM-12743AO-NX.

Do not put content on the brand signature area ©2014 Voya Services Company. All rights reserved. CN Premium Financing Leveraging Assets.

© Henry & Associates – gift-estate.com Become proactive in the planning process with your supporters. Treat them as client / donors. Develop lifetime relationships.

Do not put content on the brand signature area ©2014 Voya Services Company. All rights reserved. CN The Irrevocable Life Insurance Trust:

Wealthy and Wise ® Version 8.0 Enhancements. Wealthy and Wise has significant capacity for comprehensive retirement, wealth preservation, and charitable.

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Grantor Retained Annuity Trust Copyright 2005 Dwight Drake. All Rights Reserved. Business Planning: Closely Held Enterprises www. drake-business-planning.com.

Tools for all client needs Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: ®

©2014 Voya Services Company. All rights reserved. CN Reward & Retain with Simplicity Direct Gifts Using Life Insurance Keep wealth in the.

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: a SUITE DEAL licensing proposal Wealth.

©2015, College for Financial Planning, all rights reserved. Session 11 Charitable Transfer Techniques CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL.

Common Mistakes in Modeling Financial Strategies George K. Chamberlin, JD Vice President – Financial Strategies F I N A N C E W A R E ®

Independent Advisors Forum A Penn Mutual Due Diligence Meeting.

 Unlimited Marital Deduction.  Marriage – A single economic unit o Concept is that the “pair” functions as one economic unit When buying assets When.

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: “Stretch IRA” Concept Success Story.

Wealth Transfer & Estate Planning with IRA Assets Create A Legacy with Individual Retirement Accounts For Producer Use Only. Not to be Used with Existing.

Reward & Retain with Simplicity Direct Gifts Using Life Insurance ©2014 Voya Services Company. All rights reserved. CN An Efficient Way To.

Wealth Transfer Strategies Using RMDs Copyright © C.O.R.E. GROUP USA, INC. and C.O.R.E. Marketing, Inc. All rights reserved. CORE Group Broker.

© 2015 Barnes & Thornburg LLP. All Rights Reserved. This page may be freely copied and distributed if kept intact and the copyright notice appears. This.

Do not put content on the brand signature area ©2014 Voya Services Company. All rights reserved. CN Protecting Your Family’s Inheritance.

Wealth Transfer Planning Using Private Financing Prepared for Valued Client & Valued Client A Fair Market Loan Arrangement Between Family Members.

Life Insurance in Estate Planning

Today’s Lecture #22 Managing Life and Health Risks Financial Impact of Death Disability Retirement Estate Planning Wills Trusts Guardians Federal Estate.

For Insurance Professional use only. Not for distribution to the general public NFM-5506AO.3 (09/11) Basic Trust Planning From Nationwide ® Advanced Sales:

International Medical Health Organization (IMHO) BUSINESS OF GIVING.

Business Succession Planning Can your business survive without you?

1 FIFTH ANNUAL GREATER KANSAS CITY FORUM ON CHARITABLE TAX STRATEGIES CHARITABLE TAX PLANNING TECHNIQUES IN BUSINESS SUCCESSION PLANS.

0 FOR PRODUCER USE ONLY—NOT FOR DISSEMINATION TO THE PUBLIC. David M. Robinson, Vice President Advanced Sales PRESENTATION LOCATION MM/DD/YYYY Exit Strategies.

ESTATE TREK: THE NEXT GENERATION OF OUR ESTATEVIEW PLANNING SOFTWARE Wednesday, May 22, :00 p.m. Alan S. Gassman, Esq. Kenneth.

FOR BROKER/DEALER AND GENERAL AGENT USE ONLY.1 Gifting Using Gifting to discover the power of lifetime giving Manulife Financial and the block design are.

FOR GENERAL AGENT USE ONLY1 Capital Maximization Strategy (CMS) for Premium Financing Manulife Financial and the block design are registered service marks.

Cash and Cash Equivalents Chapter 1 Tools & Techniques of Investment Planning Gift Taxation of Life Insurance Chapter 24 Tools & Techniques of Life Insurance.

1 TRUSTS – WEALTH CREATION AND RETENTION William A. Conway Law Office of William A. Conway 6718 Whittier Avenue Suite 250 McLean, Virginia E. Ronald.

1 Estate Planning – Retirement Benefits. 2 The Nuts & Bolts Rules Introduction to Estate Taxes Unlimited Marital Deduction Exemption amounts (Unified.

CAGP-ACPDP Conference Planned Giving Presentation ROBERT KLEINMAN FCA Mr. Prospect Thursday, May 13, :30am.

IRA Distribution Planning Estate Planning And Sales Strategies Eva Victor, J.D., LL.M. The Penn Mutual Life Insurance Company.

FOR BROKER/DEALER AND GENERAL AGENT USE ONLY.1 Dynasty Trust Analysis (GSTT Planning Strategies) Maximizing Family Wealth and Avoiding Transfer Tax for.

STRATEGY FOUR Trust Distributions Tax Planning Strategies for 2015.

For agent use only. Not for public distribution. cn A Powerful New Sales Tool: The Life Insurance Capacity Calculator.

For Producer Use Only. Not for Public Distribution. Live Better, Leave More SM Improve your clients’ retirement outlook today & enhance their wealth transfer.

Westland Financial Services The Financial Professional’s Best Insurance Source Since 1976.

2008R2 Enhancements Presented by Trip Higginbotham.

Chapter 18 Buying Life Insurance. Copyright ©2014 Pearson Education, Inc. All rights reserved.13-2 Agenda Determining the Cost of Life Insurance Rate.

1 AMERICAN FOOTBALL COACHES ASSOCIATION & AMERICAN FOOTBALL COACHES FOUNDATION 2002 AFCA Annual Convention Michael V. Bourland Michelle Coleman-Johnson.

Preferred Stock Freeze Copyright 2005 Dwight Drake. All Rights Reserved. Business Planning: Closely Held Enterprises www. drake-business-planning.com Family.

April, 2007 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Life Goals Preview.

Impact Sales University Western Reserve Life PlanLab Award Winner Copyright © 2008 Impact Technologies Group, Inc. | All Rights Reserved |

Charitable Uses of Life Insurance Chapter 28 Tools & Techniques of Life Insurance Planning  What is it?  Transfer of cash, or other property to.

1 TRUSTS WEALTH CREATION AND RETENTION TRUSTS AND LIFE INSURANCE William A. Conway Conway& Pannell 6718 Whittier Avenue Suite 250 McLean, Virginia

Charitable Contributions Chapter 32 Tools & Techniques of Estate Planning Copyright 2011, The National Underwriter Company1 Gratuitous transfers of property.

April, 2007 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Business Tools ®

April, 2007 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Retirement Test Drive.

April, 2007 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Simple Track Preview.

Copyright 2005 Dwight Drake. All Rights Reserved. Business Planning: Closely Held Enterprises www. drake-business-planning.com 11-1 Three Business Life.

©2015 Voya Services Company. All rights reserved. CN For agent use only. Not for public distribution. Do not put content on the brand signature.

Chapter 1 Overview of a Financial Plan. Copyright ©2014 Pearson Education, Inc. All rights reserved.1-2 Chapter Objectives Explain how you benefit from.

Joe & Mary Client April 11, Objectives To educate you on the Joe & Mary Client estate plan To measure the impact inheritance may have on your life.

A Greater Good: Steps for Maximizing Charitable Giving A Legacy Planning Seminar Sponsored By: Securian Financial Advisors of ND, Inc Memorial Highway,

Charitable Remainder Trusts presented by Tim Mezhlumov, EA, CFP, CLU, CFS, CLTC.

Glossary of Key Planned Giving Terms Bequest A gift received after death generally received through a donor’s will or other estate- planning document (such.

Impact Sales University Nationwide PlanLab Award Winner Copyright © Impact Technologies Group, Inc. | All Rights Reserved |

Leimberg Estate Planning Newsletter #2445 August 10, 2016 TITLED:

Problem 11-A: Adoft Inc Issues for Jane, Lewis and Peter

Client Service Standard of Care

Ten Great Charitable Planning Ideas for 2018

A New Approach to Old Challenges

Retirement Distribution Business Planning Suite

Insured Donation Strategies

Presentation transcript:

April, 2007 Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: R1 Enhancements ®

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: page overview of ETA results Appears at beginning of the presentation Optional in full version of ETA Prints automatically from the Quick Estate Planner

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Current Situation Assets Total Value if Death Today

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Effects of Current Situation Total to Family Percent of Estate to Family

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Proposed Strategy Total to Family With and Without Life Insurance

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Cash Flow Failure Proposed Strategy

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Failure Statements Cash Flow Failure Estate Settlement Failure For all 3 scenarios Alerts advisor before walking through the presentation with client

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Scenario Comparison Current vs. Proposed

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph:

Executive Summary for Estate Tax Analysis Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary Total to Family Proposed Strategy with New Life Insurance

Mid-Level Estate Tool Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Use the same Quick Estate Planner Illustrate Proposed Marital & Family Trust Move Existing Life Insurance to an ILIT Ongoing gifts (charitable, exclusion) New Life Insurance Prints same ETA presentation

Mid-Level Estate Tool Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Use the same Quick Estate Planner

Mid-Level Estate Tool Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Illustrate Proposed Marital & Family Trust

Mid-Level Estate Tool Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Illustrate Proposed Move Existing Life Insurance to an ILIT

Mid-Level Estate Tool Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Illustrate Proposed Ongoing gifts (charitable, exclusion)

Mid-Level Estate Tool Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Illustrate Proposed New Life Insurance

Mid-Level Estate Tool Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Prints same ETA presentation

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: How it Works Charity is beneficiary of IRA Distributions to pay taxes and life insurance premiums Benefits Charitable gift reduces estate taxes Charity gets more powerful gift (no IRD taxes due) Family receives insurance proceeds from ILIT

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Access PlanFacts from MySite

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Access PlanFacts from MySite

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Access PlanFacts from MySite

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Access PlanFacts from MySite

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Fill Out PlanFacts

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Print Report – Distributions during Life (No Insurance)

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Print Report – Distributions during Life (WITH NEW Insurance)

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Print Report – Estate at Death (No Insurance)

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Print Report – Estate at Death (WITH NEW Insurance)

Charitable Alternative Module for QPDA Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Print Report – Comparison (No Insurance vs. WITH NEW Insurance)

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Insurance owned in IDGT Premiums paid by IDGT Works with IDGT & IDIT Add New Life Insurance to an IDGT

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Add New Life Insurance to an IDGT Check bottom box to access Life Insurance tab

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Standard insurance information Owner & Insured are “Trust” Add New Life Insurance to an IDGT

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Same as Detailed Planning Estimate based on Salary If no salary, assume maximum benefit Use information from SS Benefits statement Automatic benefit adjustment in presentation PlanFacts Social Security Entry Standardized

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: PlanFacts Social Security Entry Standardized

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Bonus Enhancement Classic Trust in Current Situation Illustrate existing life insurance held in trust Illustrate Insurance in an Existing Classic Trust

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Illustrate Insurance in an Existing Classic Trust

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Illustrate Insurance in an Existing Classic Trust

Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Summary of Enhancements Executive Summary for Estate Tax Analysis Mid-Level Estate Tool Charitable Alternative Module for QPDA Add New Life Insurance to an IDGT PlanFacts Social Security Entry Standardized Illustrate Insurance in an Existing Classic Trust …So how do you turn Enhancements into Sales? Maxey!