Producer's Center

Training – 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.

Blogs

Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)

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Blog #198: How Far Will $1,000,000 Go (Part 2) Joe and Annie Jordan’s Comprehensive Retirement Plan

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Events You Can't Afford to Miss!

InsMark Symposium

The 2020 InsMark Symposium took place February 28-29 in Las Vegas, Nevada. 2021 Symposium information will be available soon.

InsMark Webinars

September 12, 2019

8 am Pacific
11 am Eastern

The 3 Secrets To Attract
MILLION Dollar Clients!

Presenters: Scott Keffer, Scott Keffer International, and Don Prehn, InsMark

Click here to view previous webinars

Marketing Ideas and Sales Concepts - The Best Strategies in the Financial Industry

(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.

Testing Financial Tolerance for Charitable and Family Gifts

Bob Ritter's PowerPoint show of the Premium Financing System using case studies.

InsMark Leveraged Compensation System

Deferred Annuity -- Great for Living / Bad for Dying

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.)

Here you can access the InsMark Installation Utility which installs all of our disk-based systems.

If you are experiencing a problem with your software, this link also takes you to our FAQs.

InsMark Illustration System Tutorial

Wealthy and Wise Tutorial

Don Prehn shows you how easy it is to link your life insurance data into any InsMark Illustration System. He uses IIS as the example, but the content of this video can be used in any linked illustration system.

Step by Step instuctions for using the InsMark Illustration System.

Step by Step instructions for creating a Scenario 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 Comparison 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

Zero Split Case Premium Financing

Learn how two life members of Top of the Table create and engage prospects by using tax conversations.

There's needless trouble ahead for 80% of your Clients.

Advisers working together can overcome even the biggest financial problems!

Double Your Affluent Clients!

The Incredible and Growing Premium Finance Market from Kim Coulter and Ken Buckley.

Finding Clients For Large Case Premium Financing . . . Just Got Easier!

How To Substantially Increase The After Tax Income From IRA and Qualified Plan Assets

An Introduction To QLS with Chris Jacob

The Power of Zero with author, David McKnight.

You Can Profit Using the InsMark Estate Planning Center (IEPC)

A Full Demonstration of the InsMark Estate Planning Center Online Platform

Premium Financing For The Small Case Market

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.

The American Tax Planning Institute (ATPI): Learn what the ATPI can do to help your practice grow through marketing, mentoring and training

Testimonials - Here's What Others Have to Say About Us

Mark A. Trewitt, CLU, ChFC, CAP, CFP, AEP, InsMark Platinum Power Producer®, Plano, TX

Robert Green, InsMark Gold Power Producer®, Napa, CA

William Moates, Jr., Trilennium Financial Alliance LLC, InsMark Platinum Power Producer®, Fort Smith, AR

Chris Jacob, CFP, SFI-Cadeau, St. Louis, MO, InsMark Platinum Power Producer®

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

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

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

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

Glenn A. Main III, InsMark Gold Power Producer®, The Main Point Group LP, Pittsburgh, PA

Gary Curry, President and CEO, ORBA Insurance Services Inc., InsMark Platinum Power Producer®, Gold River, CA

"Wealthy and Wise allows us to reflect practically ANY planning scenario we have encountered with clients. The ability to flow data easily into the program (without being so granular as to be unwieldy) is, in my opinion, one of the core strengths of Wealthy and Wise. Modeling alternate planning scenarios and being able to present the results in both graphical and numerical formats is certainly welcome, and I can’t imagine doing cash flow and estate growth projections without Wealthy and Wise."

"What an informative program! Amazing that the programs get better every Symposium. Thanks for all the work you and the team put into making this so profitable for the participants. Great stuff, great people, even greater experience."

“As with all of the InsMark software, InsMark’s Premium Financing System has proven to be an indispensable addition to my ability to show my clients the advantages in using a “Financed Premium” concept to solve their financial needs. Because of this, I was able to close three large financed premium cases easier and faster than ever before. I no longer need to use the cumbersome and illegible spreadsheets provided to me from other sources. As everyone understands, Premium Finance is a complex and involved concept to undertake. With the InsMark Premium Financing System, I am now able to show my clients a professional rendering of Premium Finance that is concise and easy to understand. As always, InsMark has delivered again. I encourage all who use Premium Finance as a solution to their clients’ needs to purchase this system. The cost of the system is not an expense, but rather an investment in your business.”

“Standard premium financing illustrations produce much in the way of great data, but it takes the InsMark Premium Financing System to really present compelling numbers; however, the integration of that data into InsMark’s comparative modules like Various Financial Alternatives and Wealthy and Wise is really what makes premium financing sizzle.”

"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."

“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.”

“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."

“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. That is why advisers must be encouraged to believe the value they will create is worth far more than the fees they can charge.”

"Thanks to the genius of Bob Ritter and InsMark, I was able to complete two cases in the last few months using the InsMark Leveraged Compensation System. Annual premiums total was over $90,000. Before reaching out to Bob, I struggled with conceptualizing and communicating this new deferred compensation logic to the business owners and their key employees. With the InsMark software, the compelling case logic was immediately obvious to everyone. In addition, the software is easy to learn and use. InsMark continues to work magic for me and my business!"

"InsMark has important marketing information for every one of the producers in my firm — from the newly licensed to the veteran producer."