InsMark Illustration System

Comparison Sample: Various Financial Alternatives

Illustration Selections

The Comparison Flow Chart above is from the Various Financial Alternatives illustration selection which every agent can use! The complete list of illustration selection available in IIS are below. Further below is the Flow Chart from another popular illustration selection, Executive Trifecta.

But wait, there's MORE! The illustration software is simply the tool you need to get the job done. The biggest wealth we offer you is from Robert B. Ritter, CEO of InsMark. Bob presents strategies, concepts and tips in his blogs, and most blogs include workbooks which are helpful for understanding the input that generated the illustrations in the blog. You can use the workbook as a template and edit the input to your own client's data and use the same strategy as outlined in any of Bob's blogs. And there's still more! We also provide many training videos from InsMark's YouTube videos. Use the "Producer's Center" menu selection at the top of this website to learn the huge value InsMark can be to you.

InsScribe^® Graphics

The output above is a sample of an InsScribe graphic which is generated to coordinate colors that match your illustration output. InsScribe^® graphics include 2-D and 3-D flow charts (shown above), circle summaries, landscape graphs, and multiple mini-graphs.

Comparisons

Permanent vs. Term
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

Corporate-Owned Life Insurance (“COLI”)
Salary Continuation Plan/Deferred Compensation Plan
Death-Benefit-Only Salary Continuation Plan (“DBO”)
Multi-Life COLI Composite Illustrations

Dual Security Plan (for LLCs, LLPs, and Partnerships)
Executive Trifecta (Key Person Insurance, Survivor Benefits Plus Executive Benefits, for ALL Business Entities Including S Corps and LLCs)
Key Executive Life Insurance Calculator
Survivor Income Benefits (“DBO”)

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
Life Expectancy
Multiple Accounts Calculator
Retirement Income Summary
FIFO Withdrawal/Dividend/Loan Calculator

Additional Capacity

Built in Animated Screen Shows on Toolbar
Customizable Coloring and Shading of illustrations (Themes)
Sample Workbooks
Extensive Guide to Marketing
Extensive Guide to Operation
Links to Multiple Insurance Companies
Many blogs with Workbooks are available
Link to Documents On A Disk

Other Important Features

Sample Illustrations - Sample Illustrations are included for each illustration concept. Samples allow you to Preview the reports, but more important, they let you review the input that generated them. A description helps you understand the Sample - making them valuable in helping you learn the system. Samples can even be used as a template where you can edit the data to your own client's data.

Guide to Marketing - Another indispensable resource if the Guide to Marketing. This guide provides the "how to" and "when to use" tips for each illustration - straight from InsMark’s President/CEO, Bob Ritter, a Top of the Table and International Forum producer before he founded InsMark.

Screen Shows - The System also contains three personal screen show presentations. Whether a producer is giving seminars to business owners or using a notebook at the kitchen table, these screen shows provide way to convey solutions prospects need to consider. Included are the following presentations: