Events You Can't Afford to Miss!
InsMark Symposium
The 2023 InsMark Symposium took place on November 10. Access to its on-demand catalog is no longer available. Details regarding our upcoming Symposium will be available soon. |
InsMark Training Center
November 21, 2024 11:00 am PST | Balancing Retirement Planning and College Funding |
Blogs
The Quickest Way To Learn InsMark
If you want to learn how to use InsMark software to calculate and present more great sales ideas for your clients, click on the image of the dog to the left. This will take you to InsMark's training platform.
Once there, you will start by watching a short video that will explain how you can learn powerful sales ideas and then access digital InsMark Workbook files that will then show you exactly how to recreate those sales ideas for your clients.
Marketing Ideas and Sales Concepts - The Best Strategies in the Financial Industry
Ricardo M. Garcia, Senior Vice President, First Financial Group demonstrates the What If Calculator
(https://youtu.be/QRrN4rBw6zA) Share this video with clients - it gives you an incredibly effective way to introduce Wealthy and Wise to your clients.
Crystal Clear Alternatives: A Video Summary of Blog #83 focusing on the InsMark presentations which you can use with every client!
Simon "Stuffy" Singer presents Cash Flow Modeling.
Bob Ritter reviews a Case Study that is based on the Good Logic vs. Bad Logic™ marketing concept.
CheckMate Analysis: Cash Value Life Insurance compared to Term Life Insurance
The Pothole in Wealth Management, Good Logic vs. Bad Logic™
The Financial Firepower of Cash Value Life Insurance using Term and Invest the Difference, Various Financial Alternatives, and Dollars of Benefits for Pennies of Cost.
Avoiding a $20 Million Mistake with Steve Savant and Don Prehn
A New Retirement Planning Strategy with Steve Savant and Don Prehn.
Good Logic vs. Bad Logic
Bob Ritter's PowerPoint on Executive Trifecta: A Key Executive should have life insurance coverage to indemnify the business.
Bob Ritter's PowerPoint show of the Premium Financing System using case studies.
InsMark Leveraged Compensation System
Loan-Based Split Dollar
Loan-Based Private Split Dollar
Adding Key Executive Coverage
Exceptional Benefits for Outstanding Executives
Anyone Want a Free Dog?
Dollars of Benefits for Pennies of Cost
If Something Important You Believe To Be True Turns Out To Be Wrong
The Cost of Waiting
Let’s Make Sure the Girls Go to College
Checkmate® Selling
An Easy Charitable Legacy
Charitable IRA
If We Sell Our Business, Can We Afford to Retire?
Tom and Kristin’s Retirement Planning
Wealth Preservation Video
Software Help (Training, FAQs, Downloads, etc.)
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Don Prehn shows you how easy it is to link your life insurance data into any InsMark Illustration System.
Step by Step instructions for using the InsMark Illustration System.
Step by Step instructions for creating a Comparison in Wealthy and Wise ®
How To Use The InsMark Illustration System
How To Use Wealthy and Wise - Part 1
How To Use Wealthy and Wise - Part 2
Step by Step instructions for creating a Scenario in Wealthy and Wise®.
Step by Step instructions for Exporting Documents from DOD.
Blog #83: Presentation Keystrokes Video
Instructions for moving all of your InsMark System(s) installed on your hard disk to a new Computer.
Julie Nayeri explains how to copy and paste Source Data into any InsMark System.
Beyond InsMark - Service Providers Who Can Enhance Your InsMark Experience
Repredict.ai offers you a way to quickly predict multiple what-if scenarios from one insurance illustration with surprising accuracy. Then transfer results to InsMark illustrations!
Consider selling a policy rather than surrendering it back to the carrier for less than its true value.
How To Substantially Increase The After Tax Income From IRA and Qualified Plan Assets
The Power of Zero with author, David McKnight.
Center for Tax, Strategies and Resources (CTSR): Learn what CTSR can do to help increase your practice growth through training, marking, and mentoring.
InsMark Affiliate Relationships with DIS (Disability Insurance Services).
Why most small businesses are underinsured.
Don Prehn speaks at the 2013 Symposium about the InsMark Business Valuator.
InsMark’s Advanced Consulting Group (ACG): Learn how ACG can help you expand your service platform to a much broader range of individual and corporate clients.
Maybe The Best Lead Generation Idea Ever
