Software tools that put you in control!
PlanLab is a web-based software platform that addresses a wide array of insurance and financial needs to support the sale of life insurance, annuities, long-term care insurance and more. Contact your GamePlan sales coach for details.
Life Goals
- Simple, goals-based needs analysis
- Protection: Life, Disability, LTC
- Savings: Retirement, Education
Financial Needs Analysis
- Sophisticated Full Cash Flow Analysis
with Detailed Data Entry
- Protection: Life, Disability, LTC
- Savings: Retirement, Education
Business Continuation, Valuation, and Key Person
- Educate Business Owners on the Need
for Continuing Planning, then:
- Determine an appropriate technique
- Determine the funding solution
- Allows Business Owners to Evaluate the Qualities of their Key Employees, then:
- Translates qualities into a value
- Insure loss with life insurance
- Valuation use optional
Estate Tax Concepts
- The Simplest, Most Effective Estate
Planning Software of the Last 10 Years
- Educate and motivate clients to take action
- Show benefits of life insurance
Estate Tax Analysis
- Flexible and Sophisticated Estate
Analysis Tool
- Multiple scenario planning
- "Super Ledger" explains numbers
Qualified Plan Distribution Analysis
- Distribution Planning while Featuring
the Benefits of Life Insurance
- 11 sales tracks, includes RMD, 72(t),
Roth conversion
- IRA, Roth, 401k, 403b
- * This software is not designed to
provide specific legal or tax advice
Impact’s Retirement Road Map
- Distribution Planning for Boomers
- Minimal fact-finding needed
- Supports sale of Life and Annuity
Annuity Strategies
- "Stretch" Planning Concept for NQ Annuities
- Transfer more to your heirs
- Life insurance to pay estate/IRA taxes
Wealth Distribution Analysis
- Use Cash Flow to Illustrate the Consequences of any Financial Strategy
- Compare Lifestyle vs. Net Worth vs.
Net to Heirs