"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."
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.
Events You Can't Afford to Miss!
Join us in Las Vegas on February 28-29, 2020 for our InsMark Symposium. As a bonus, a Beginners Workshop is scheduled for February 27th. Don’t miss these events. Reserve your spot today to get the early bird rate.
Marketing Ideas and Sales Concepts - The Best Strategies in the Financial Industry
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™
Avoiding a $20 Million Mistake with Steve Savant and Don Prehn
A New Retirement Planning Strategy with Steve Savant and Don Prehn.
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
An Easy Charitable Legacy
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.)
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.
Blog #83: Presentation Keystrokes Video
Julie Nayeri explains how to copy and paste Source Data into any InsMark System.
Beyond InsMark - Service Providers Who Can Enhance Your InsMark Experience
Double Your Affluent Clients!
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.
The American Tax Planning Institute (ATPI): Learn what the ATPI can do to help your practice grow through marketing, mentoring and training