"InsMark makes it easy to communicate the value of what we do. Clients see it, understand it, and then buy. Love how InsMark makes my challenging profession much easier to do."
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
Events You Can't Afford to Miss!
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The 2020 InsMark Symposium took place February 28-29 in Las Vegas, Nevada. 2021 Symposium information will be available soon. |
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May 19, 2020
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How to Protect Your Clients' Best Interests While Increasing Your Revenue During COVID-19 Presenters: Mike Pepe, Founder, Proformex |
Recording Coming Soon! |
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
Gary Sipos, M.B.A., A.I.F.®, San Francisco, CA
Philip Gallant, CLTC, InsMark Platinum Power Producer, Clifton Park, NY
Robert Green, InsMark Gold Power Producer, Napa, CA
Kelly Wade, NAIFA, MDRT, InsMark Silver Power Producer, Holladay, UT
Steven Seitz, Madison, SD
Christopher Fehr Springfield, IL
Gary Sipos, M.B.A., A.I.F.®, San Francisco, CA
Philip Gallant, CLTC, InsMark Platinum Power Producer, Clifton Park, NY
Jeffrey Busbee Cedar Rapids, IA
Robert Green, InsMark Gold Power Producer, Napa, CA
