Training Videos and Webinars
Upcoming Live Webinars
April 15, 2025 11:30 am PT | Illustrating the Power of Arbitrage with Premium Financing |
February 25, 2025 11:00 am PST | Mastering the Many Gifting Options in Wealthy and Wise |
Recorded Webinars
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.
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.
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.
Bob Ritter's PowerPoint show of the Premium Financing System using case studies.
InsMark Leveraged Compensation System
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
Technical Support (Downloads, Installations, FAQs)
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Don Prehn shows you how easy it is to link your life insurance data into any InsMark Illustration System.
Step by Step instructions for using the InsMark Illustration System.
Step by Step instructions for creating a Comparison 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 Scenario 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
Repredict.ai offers you a way to quickly predict multiple what-if scenarios from one insurance illustratio
Consider selling a policy rather than surrendering it back to the carrier for less than its true value.
How To Substantially Increase The After Tax Income From IRA and Qualified Plan Assets
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.
Maybe The Best Lead Generation Idea Ever
