Scott Keffer, Advisor Coach, Best Selling Author, Creator of Double Your Affluent Clients®

“For three decades, InsMark software has been the leader in presentation software for life insurance. However, my favorite retirement, estate and charitable planning software is InsMark’s Wealthy and Wise combined with DOD (Documents on a Disk). Nothing holds a candle. If you are in the retirement, estate or charitable planning arena, this is the easiest AND most powerful software on the planet. I highly recommend it. One of the most important elements for success with high net worth clients is the ability to simply and powerfully present planning concepts. As a coach to leading advisors, I’m often asked, “What planning software do you use?” I have three criteria: it must: 1) first and foremost, produce simple and powerful output that moves people to take action; 2) be easy to learn and operate by team members and me; 3) allow lots of flexibility to perform and test multiple what-if scenarios.”