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

Definition of Terms Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Impact – 26 years serving insurance market, last 7 with Aegon PlanLab – web based, enterprise-class planning platform Life Goals – goal based needs analysis program

Life Goals Differentiators Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Persuasive Presentations Little/No Training Needed Enterprise Platform

Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Persuasive Presentations = More Sales Little/No Training Needed = More Opportunities Enterprise Platform = Home Office Control Life Goals Benefits

Life Goals Analysis Areas Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Survivor Goal – Immediate cash & continuing income needs Education Goal – College savings need Retirement Goal – Retirement accumulation savings need Disability Goal – Income replacement need (with and without SS) Long-Term Care Goal – LTC income need and savings required

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals Focus on Each Goal Progress Bar

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals Focus on Each Goal Progress Bar Recommended Amounts

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order Set order of goals Illustrate 1 or many goals

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page Advisor can customize report Use client’s “own words” Recommend additional analysis OPTIONAL PAGE GOALS Robert, you said your most important goal was to secure the lifestyle of your wife Margaret and your two children, Jonathan and Rebecca, in the event you die prematurely. Robert, you said your second most important goal was to make sure you saved for retirement with the goal of retiring at age 62. RECOMMENDATIONS In order to accomplish your primary financial goal, Robert, I recommend purchasing life insurance on both you and Margaret to ensure the financial needs of your children are met. To work toward your second goal, Robert, I recommend increasing your contributions to your salary reduction plan at work to fully take advantage of your employer’s contribution match program. OUR REVIEW PROCESS Robert, I recommend a review of this analysis at least once a year and a semi-annual review of your investment portfolio. Additionally, any time you encounter a life event, such as the birth of a child, or a change in jobs, I would like to make sure we adjust your financial goals accordingly.

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages Life, Disability, LTC Use with policy delivery Protect clients from other advisors

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation Clean look & feel Manageable information sections Progress bars show the bottom line

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor Education

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor Education Retirement

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor Education Retirement Disability

What Sets Life Goals Apart? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 1.Summary of Financial Goals 2.Presentation Order 3.Advisor Notes Page 4.Recommendations Pages 5.Clean Presentation 6.Unique Selling Features Survivor Education Retirement Disability Long-Term Care

Life Goals Presentation Flexibility Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Each Goal Section Includes: Summary Page – Progress Bar + Additional Need Presentation – Objective, Needs Calculation, Progress Bar Details – Explanation of Needs Calculation Ledger – Year by Year Components of Needs Calculation Recommendation – Proposed Policy, vs. Current Need, Progress Bar Resources – Educational Pages (no client information)

What Makes Life Goals Simple? Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Data Entry 1.Simple, Streamlined Navigation 2.Flexible Asset Entry Print Report 1.Easy to Find Numbers 2.Logical Calculation Flow LITTLE TO NO TRAINING NEEDED!

Goal Details - Retirement

Two Levels of Needs Analysis Copyright © 2002-2007 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Life Goals Goal based Simple Data Entry 5 modules Recommendations Financial Needs Analysis Cash flow based Flexible Data Entry 5 modules Scenario Planning

Information Transfer – Retirement Plans Screen

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Marketing -Control what advisors see -Link software to products and marketing Compliance & Legal -Control what advisors present -Automate delivery of consistent advice across the enterprise -Archive client data and presentations created Sales Management -Control what advisors access -Manage distribution of tools with user roles -View Usage Reports Support -Reduce training and support costs -Enable expert collaboration with advisors more easily

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Marketing -Control what advisors see -Link planning to product marketing

Control what advisors see Edit Content Tab – Control Messaging

Control what advisors see Edit Content Tab – Manage MySite Content

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Compliance & Legal -Control what advisors present -Automate delivery of consistent planning advice across the firm -Archive client data and presentations created

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Sales Management -Control what advisors access -Manage distribution of tools with user roles -View Usage Reports

Control what advisors do Administration Functionality

See the results! Control Enterprise Reporting Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 By Product By Business Unit By User Role By Advisor

PlanLab – A Tool for the Enterprise Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 Support -Reduce training and support costs -Enable firm’s experts to collaborate with advisors more easily

Control what advisors see Training Resources

Easy to Support Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017 My Site On-Demand Training Videos Product User Manuals Product Support (Impact) Phone: 1-800-438-6017 ext. 2 E-mail: support@impact-tech.com Website: www.impact-tech.comsupport@impact-tech.comwww.impact-tech.com Case Design Support Home Office Resources

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

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

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