Training Videos and Webinars
Upcoming Live Webinars
Real Case Solutions: Rescuing Premium Finance Challenges
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The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #2 (July 15, 2025)
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Recorded Webinars
The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #1 (May 6, 2025) Learn sales ideas using cash value life insurance and precisely how to implement those ideas in your own agency.
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Illustrating the Power of Arbitrage with Premium Financing Learn how a premium financed policy can fund retirement cash flow or liquidity for estate tax.
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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.
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New at InsMark
More Power. More Possibilities.
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 What-If Calculator |  InsMark and RePredict AI | |
| Watch Video: A quick and effective way to create trust with a new client is 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 |
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 Wealthy and Wise |
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| 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
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Marketing Ideas and Sales Concepts - The Best Strategies in the Financial Industry
Ricardo M. Garcia, Senior Vice President, First Financial Group demonstrates the What-If Calculator.
(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.
The Pothole in Wealth Management, Good Logic vs. Bad Logic™
Avoiding a $20 Million Mistake with Steve Savant and Don Prehn
Good Logic vs. Bad Logic
Adding Key Executive Coverage
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
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.
Technical Support (Downloads, Installations, FAQs)
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Beyond InsMark - Service Providers Who Can Enhance Your InsMark Experience
Repredict.ai offers you a way to quickly predict multiple what-if scenarios from one insurance illustratio
The Power of Zero with author, David McKnight.
Center for Tax, Strategies and Resources (CTSR): Learn what CTSR can do to help increase your practice growth through training, marking, and mentoring.
InsMark Affiliate Relationships with DIS (Disability Insurance Services).
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.
