In-Depth, Comprehensive Review and Analysis

Designed with all clients in mind, Financial Strategies provides you with a comprehensive financial analysis planning tool. As a critical part of the financial sales process, Financial Strategies provides in-depth analysis and persuasive presentations as you collect and analyze client data, motivate your clients to action, and monitor their progress. Financial Strategies is the complete solution for advisors concerned with comprehensive review and analysis, and covers areas ranging from education funding to stock option analysis. Each analysis is explained in an educational, highly analytical and product-neutral manner. Financial Strategies provides an Executive Summary of needs and then allows the user to drill down to more detail in the need-specific chapters.

Benefits and Uses

  • Provides complete analysis for all needs
  • Focus on cash flow and available financial resources
  • Produces persuasive client presentations
  • Entire analysis can consider the effects of sophisticated estate and business planning arrangements
  • Captures assets and other details for the most sophisticated clients
  • Additional stock option analysis, estate planning, Monte Carlo Simulation, scenario comparisons, and many other planning needs

Planning Areas Covered

  1. Education
  2. Retirement
  3. Survivor Needs
  4. Disability
  5. Long-Term Care
  6. Emergency Funds
  7. Accumulation Planning
  8. Asset Allocation
  9. Debt Management
  10. Qualified Plan Analysis
  11. Estate Planning
  12. Stock Option Planning
  13. Scenario Comparison
  14. Probability of Success® (Monte Carlo Simulation)

The PlanLab® Integrated Platform

All needs are analyzed using a common calculation engine and tied together using a powerful client presentation and executive summary. Supporting ledgers and graphs provide advisors with the analytic details they need to make the sale to the client and the client’s advisors.

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This product sits on the Web-based PlanLab platform. The complete functionality of PlanLab comes in an easy-to-use, web-based package that requires little or no training to get started. Intuitive features in PlanLab make it easy to collect and analyze client data, motivate clients to action, and monitor their progress.

Impact Technologies Group, Inc. (Impact®)

Impact is known throughout the industry for creating sales presentations that combine numerical analysis and sales psychology to inform, alarm, and motivate clients to take action.

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