“This was my first Symposium. I’ll be back with others.”

“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."

“I have been in the business 29 years and have attended InsMark Symposium for over 20 years. Each one gives me at least 2-3 impact ideas that I can immediately take back and have impact for me and my clients. It is fun and always the best conference I attend annually.”

“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.

"If you don’t get the client to distinguish cash flow from net worth, you won't make the case sale. In my experience, Wealthy and Wise is the only system that recognizes this important estate planning component."

"The reason I use InsMark products is because they are so good at explaining financial concepts to all three parties: 1) the producer trying to explain the idea; 2) the computer technician trying to illustrate it; 3) the customer trying to understand it."

"InsMark helps us help our clients understand their money and their choices. I am always learning something new that changes what we do and how we can do it more efficiently. That translates to a better bottom line for us and for our clients. It’s making more money for everyone — just by pushing InsMark buttons on the computer. How great is that?!"

"Over the last five working days, I can attribute $10,200 of commissionable premium directly to the purchase of InsMark software."

“InsMark is an integral part of my business and has been for many years. A great partner!”

“Thanks to InsMark, we recently set business goals in our firm that I basically thought were ridiculously unachievable – until now.”