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

The Big Idea Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Same great concept – simplified, streamlined presentation.

Simple Track Similarities Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Data Entry Phased Retirement Basic Needs vs. Additional Wants One Number Investing by Phases Recommendations

Simple Track Differences Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Shorter Consumer Language More Graphical – Needs & Wants Specifically Address Health Care Costs More Conceptual – Investing by Phases Investing by Phases – Before & After Recommendations Pages – Before & After

Why Simple Track? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Direct Feedback on Retirement Road Map Baby Boomers Short attention spans Wide variety of preferences Advisors Most advisors are new to retirement distribution planning Simple Track helps “tell the story”

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

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Tell the Story Establish Concerns Uncertainty Longevity Many Questions Page identifies with client’s feelings

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Make it Manageable 5-10 Year Increments Tell the Story Callout helps client and advisor talk about goals You Said… Keep phases the same color

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Tell the Story Graphic illustrates Basic Needs vs. Additional Wants

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Tell the Story Graphic illustrates why Basic Needs will average 70% You Said… Talk specifically about health care costs

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Tell the Story Step 1: Establish total amount needed for retirement You Said… Provide the number before applying assets

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Tell the Story Step 2: Consider existing retirement resources Establish shortfall

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Tell the Story Step 3: 3 Simple Steps Chart explains Investing by Phases

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Tell the Story Page quantifies the benefits of Investing by Phases

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

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Tell the Story Page quantifies benefits of Life Insurance

RRM Track System Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Focused, Customized Presentations Simple Track Life Insurance Track Annuities Track Investments Track Alleviate Compliance Issues Remove investment language Reduce content

Simple Track Market Positioning Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Leverage RRM Investment Consumer version Free & fee versions Presentation differentiation for different advisor levels Door opener for full Retirement Road Map Door opener for Retirement Test Drive Consumer/Advisor Preferences Pictures vs. Text Structured vs. Flexible Investment Oriented vs. Non-Investment Oriented

So How Do I Buy Simple Track? Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Simple Track is FREE with Retirement Road Map Retirement Distribution Planning Suite Retirement Calculator Simple Track Retirement Road Map Retirement Test Drive Wealth Strategies

Simple Track Copyright © Impact Technologies Group, Inc. | All Rights Reserved | | Ph: Available: Today!