William Moates, Jr., InsMark Platinum Power Producer®, Fort Smith, AR

"I have been a user of InsMark since 1999... In fact, it was the InsMark software that assisted me in closing my first big case. It was a 90K Split-Dollar VUL... With InsMark and their illustration of the advantages of the Split Dollar Concept, my sale was completed on my first presentation to my client. I became an InsMark Platinum Power Producer in the fall of 2007, and my presentations have never been the same. I am able to show my clients a complete and comprehensive view of the advantages of their plan.

Kerry L. Walker CLU, ChFC, InsMark Platinum Power Producer®, The Walker Firm, Inc. Aurora, CO

"My experience with InsMark’s Executive Trifecta is career changing. Showing this idea to a business owner is a win-win-win! The Business Owner wins by protecting and retaining his most valuable asset (his employee), the Employee wins by knowing they are being recognized and rewarded for their efforts and loyalty, and the financial professional wins by winning the confidence and business of a new client who is a business owner. It can revolutionize a financial services career."

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.

Simon Singer, CFP®, CAP®, RFC®, International Forum Member, InsMark Platinum Power Producer®, Encino, CA

“InsMark has created without question the best suite of software for our industry that has ever existed. I personally have been using their software for almost 30 years, and it changed my career. The InsMark Symposium will expose you not only to this unique and user friendly software, but to real life applications for your business that will add many thousands to your income for as long as you’re in business. InsMark makes me look good, and it will you as well."

Mark Pace, CLU, RHU, ChFC, Creator of the Life Insurance Performance Management System, InsMark Gold Power Producer®, President, ObjectiView, Inc., Ridgeland, MS

“The net worth and cash flow modeling that Wealthy and Wise provides is one of the best financial planning tools in the market place. In and of itself, it delivers tremendous value to the client. Moreover, when advisers update it annually, they deliver that tremendous value year after year. However, until advisers have sold themselves on the value proposition of charging fees, they will avoid them -- either to their financial detriment or in reduced service to clients.