Producer's Center

Training Videos and Webinars

Upcoming Live Webinars

60 min

Illustrating the Power of Arbitrage with Premium Financing

Learn how a premium financed policy can fund retirement cash flow or liquidity for estate tax. 
 

Tues, Apr 29
11:30 AM PST
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Recorded Webinars

60 min

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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60 minIIS

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.

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60 minIIS

InsMark, RePredict Introductory Webinar
 

See incredible developments with AI that will supercharge your illustration capabilities…

 

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Training and Webinar Schedule

New at InsMark

More Power. More Possibilities.

What-If Graphic RePredict Graphic
What-If Calculator What-If Calculator InsMark Software InsMark and RePredict AI
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
 
 
  
Wealthy and Wise 

 

 

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

Quickest Way to Learn InsMark 1Quickest Way to Learn InsMark 2Quickest Way to Learn InsMark 3

First, access InsMark’s vast library of life insurance sales ideas, case studies and sample presentations

Second, watch how a top advisor uses cash value life insurance with Wealthy and Wise
 

Third, watch to learn how to transfer data from a carrier and create your client workbooks
 

Marketing Ideas and Sales Concepts - The Best Strategies in the Financial Industry

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Ricardo M. Garcia, Senior Vice President, First Financial Group demonstrates the What-If Calculator.

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(https://youtu.be/QRrN4rBw6zA) Share this video with clients - it gives you an incredibly effective way to introduce Wealthy and Wise to your clients.

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Crystal Clear Alternatives: A Video Summary of Blog #83 focusing on the InsMark presentations which you can use with every client!

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Simon "Stuffy" Singer presents Cash Flow Modeling.

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Bob Ritter reviews a Case Study that is based on the Good Logic vs. Bad Logic™ marketing concept. 

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The Pothole in Wealth Management, Good Logic vs. Bad Logic™

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Avoiding a $20 Million Mistake with Steve Savant and Don Prehn

The Pothole in Wealth Management
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Good Logic vs. Bad Logic

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Adding Key Executive Coverage

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If Something Important You Believe To Be True Turns Out To Be Wrong

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The Cost of Waiting

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Let’s Make Sure the Girls Go to College

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Checkmate® Selling

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An Easy Charitable Legacy

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Charitable IRA

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If We Sell Our Business, Can We Afford to Retire?

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Tom and Kristin’s Retirement Planning

Client Case Studies for Advisors

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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

Repredict.ai offers you a way to quickly predict multiple what-if scenarios from one insurance illustratio

The Power of Zero - David McKnight
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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).

The InsMark Advanced Consulting Group

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.