Training Videos and Webinars
Upcoming Live Webinars
Illustrating the Power of Arbitrage with Premium Financing Learn how a premium financed policy can fund retirement cash flow or liquidity for estate tax.
|
|
|
Recorded Webinars
Mastering the Many Gifting Options in Wealthy and Wise Learn the input nuances of the many levels of gifting, ranging from family gifting, qualified IRA charitable distribution, to FLP with discounts, to charitable giving.
|
Becoming Proficient with the Most Used InsMark Illustration System Modules Various Financial Alternative and Permanent vs Term are the most widely used comparison illustrations. Learn how to drive the software to create your own high impact presentations.
|
InsMark, RePredict Introductory Webinar See incredible developments with AI that will supercharge your illustration capabilities…
|
New at InsMark
More Power. More Possibilities.
![]() | ![]() | |
![]() | ![]() | |
Watch Video: A quick and effective way to create trust with a new client by comparing your client’s income and expenses over time with solutions for how to protect that income in the event of death, disability or litigation. Sign up for free access now | Watch Video: RePredict will make your InsMark case designs easier, better and faster. Once you see what this does, you won’t want to create client presentations without it. Sign up for your predictions |
![]() | ||
![]() |
| |
Later this year, you will be able to use Wealthy and Wise (“WAW”) on the Web. The advantages to you will be the ability to use WAW anywhere on any device (including MacBooks and iPads) as well as having universal access to cases you store on the Cloud. Also, WAW on the web will have a new user interface that will make it easier for new users to get started. |
The Quickest Way To Learn InsMark
Client Case Studies for Advisors
The Robert B. Ritter Jr. Blog is available to help financial service professionals identify, understand, and capitalize on planning opportunities. Click here to go to the Robert B. Ritter Jr. Blog site and review the many marketing concepts and strategies available to you. Each blog shows you a different way to help your client by creating an easy-to-understand solution using InsMark’s products.
All of the blogs were written by Robert B. Ritter, Jr. who was the founder of InsMark and an industry pioneer in the area of life insurance marketing and financial and estate planning. Mr. Ritter was the first recipient of the Robert B. Ritter, Jr. Forum 400 Lifetime Achievement Award.