InsMark Illustration System - Sample Output Presentations

View sample output from any illustration proposal below:

Comparisons

• Term vs. Permanent
• Other Investments vs. Your Policy
• Various Financial Alternatives
• Cost of Waiting Analysis (Buy Now vs. Buy Later Comparison)
• Comparison of any Two Insurance Plans (Internal Rates of Return Comparison)
• Comparison of up to Four Insurance Policies (Including Policy Suitability Analysis)

Personal Planning

• Illustration of Values
• Life Plan Illustration (the best one-page illustration on how life insurance works)
• Dollars of Benefits for Pennies of Cost (Discounted Dollar)
• 401(k) Plan Split Funded with Life Insurance
• Pension Maximizer Analysis
• Mortgage Acceleration Plan

Estate Illustrations

• Funding Estate Liquidity with Discounted Dollars
• Dynasty Trust vs Non-Dynasty Trust Comparison

Charitable Illustrations

• Charitable Giving Plan
• Dollars to Charity for Pennies of Cost (Discounted Dollar in Charitable Giving)

Corporate-Owned Life Insurance

• Salary Continuation Plan/Deferred Compensation Plan
• Death-Benefit-Only Salary Continuation Plan (“DBO”)
• Multi-Life COLI Composite Illustrations
• Dual Security Plan
• A Composite of Dual Security Plans
• Executive Trifecta (Key Person Insurance, Survivor Benefits Plus Executive Benefits, for ALL Business Entities Including S Corp)
• A Composite of Executive Trifecta Plans
• Key Executive Life Insurance Calculator

Executive-Owned Life Insurance

• Executive Bonus Plan
• Executive Security Plan

Business 

• Funding Buyouts with Discounted Dollars

Split Dollar (Economic Benefit Regime)

• Employer-Sponsored Endorsement Split Dollar
• Employer-Sponsored Endorsement Split Dollar with Optional Transfer
• Employer-Sponsored Endorsement Split Dollar with Salary Continuation
• Employer-Sponsored Limited Collateral Assignment Split Dollar
• Private Limited Collateral Assignment Split Dollar

Personal Needs Analysis

• Survivor Needs Analysis
• Educational Needs Analysis
• Cash Flow Analysis
• Retirement Needs Analysis

Financial Calculators ("InsCalc")

• Taxable
• Tax Exempt
• Hypothetical Portfolio 
• Tax Deferred (capable of showing annuity with guaranteed lifetime income)
• Equity
• IRA
• Roth IRA
• Comparison of IRAs
• Inherited IRA
• Inherited Roth IRA
• Comparison of Inherited IRAs
• Defined Contribution Retirement Plan
• Social Security Benefits
• Single Premium Immediate Annuity
• Mortgage Payment
• Retirement Income Summary