Testimonials

"The seminar allows a new user to become familiar with the systems immediately. The demonstrations of individual cases were phenomenal for a beginning user."

“InsMark is an absolutely mind blowing experience.”

"Life Plan is an ideal program for the package sale. I still Run into individuals with a basic need for life insurance and cash value accumulation vehicles who are under the level where more complex planning is needed and who are not yet in the mindset for retirement distribution planning. Life Plan demonstrates an illustration that simply depicts the benefits of the basic life insurance policy."

"I have been a Power Producer for 5 years and have always felt that a 'Hands-On' seminar would allow me to fully utilize the InsMark Illustration System as well as Wealthy and Wise. This seminar has given me a new understanding of the Systems. I have significantly increased my understanding of their concepts and applications. I hope you make this seminar an annual event."

"I have been a user of InsMark since 1999... In fact, it was the InsMark software that assisted me in closing my first big case. It was a 90K Split-Dollar VUL... With InsMark and their illustration of the advantages of the Split Dollar Concept, my sale was completed on my first presentation to my client. I became an InsMark Platinum Power Producer in the fall of 2007, and my presentations have never been the same. I am able to show my clients a complete and comprehensive view of the advantages of their plan. Whether using the InsMark Illustration System, Wealthy and Wise or any other presentation system, InsMark is not an expense, but rather an investment in my firm. Earlier this year, InsMark allowed me to preview and test their new Premium Financing System. As with all of the InsMark software, this system has proven to be an indispensable addition to my ability to show my clients the advantages in using a "Financed Premium" concept to solve their financial needs. Because if this, I was able to close three large financed premium cases easier and faster than ever before. I no longer need to use the cumbersome and illegible spreadsheets provided to me from other sources. As everyone understands, Premium Finance is a complex and involved concept to undertake. With the InsMark Premium Financing System, I am now able to show my clients a professional rendering of Premium Finance that is concise and easy to understand. As always, InsMark has delivered again. I encourage all who use Premium Finance as a solution to their clients to purchase this system. The cost of the system is not an expense, but rather an investment in your business."

“Where else can anyone go to learn how to double your business in two years.”

"My experience with InsMark’s Executive Trifecta is career changing. Showing this idea to a business owner is a win-win-win! The Business Owner wins by protecting and retaining his most valuable asset (his employee), the Employee wins by knowing they are being recognized and rewarded for their efforts and loyalty, and the financial professional wins by winning the confidence and business of a new client who is a business owner. It can revolutionize a financial services career."

"I always get at least one idea which can make me a lot of sales over the next year."

“For three decades, InsMark software has been the leader in presentation software for life insurance. However, my favorite retirement, estate and charitable planning software is InsMark’s Wealthy and Wise combined with DOD (Documents on a Disk). Nothing holds a candle. If you are in the retirement, estate or charitable planning arena, this is the easiest AND most powerful software on the planet. I highly recommend it. One of the most important elements for success with high net worth clients is the ability to simply and powerfully present planning concepts. As a coach to leading advisors, I’m often asked, “What planning software do you use?” I have three criteria: it must: 1) first and foremost, produce simple and powerful output that moves people to take action; 2) be easy to learn and operate by team members and me; 3) allow lots of flexibility to perform and test multiple what-if scenarios.”

"I use InsMark software products because the concepts are cutting edge, well documented and supported, and user-friendly for both my clients and myself."

“This was my first Symposium. I’ll be back with others.”

“InsMark has created without question the best suite of software for our industry that has ever existed. I personally have been using their software for almost 30 years, and it changed my career. The InsMark Symposium will expose you not only to this unique and user friendly software, but to real life applications for your business that will add many thousands to your income for as long as you’re in business. InsMark makes me look good, and it will you as well."

“I have been in the business 29 years and have attended InsMark Symposium for over 20 years. Each one gives me at least 2-3 impact ideas that I can immediately take back and have impact for me and my clients. It is fun and always the best conference I attend annually.”

“The net worth and cash flow modeling that Wealthy and Wise provides is one of the best financial planning tools in the market place. In and of itself, it delivers tremendous value to the client. Moreover, when advisers update it annually, they deliver that tremendous value year after year. However, until advisers have sold themselves on the value proposition of charging fees, they will avoid them -- either to their financial detriment or in reduced service to clients. That is why advisers must be encouraged to believe the value they will create is worth far more than the fees they can charge.”

"If you don’t get the client to distinguish cash flow from net worth, you won't make the case sale. In my experience, Wealthy and Wise is the only system that recognizes this important estate planning component."

"The reason I use InsMark products is because they are so good at explaining financial concepts to all three parties: 1) the producer trying to explain the idea; 2) the computer technician trying to illustrate it; 3) the customer trying to understand it."

"InsMark helps us help our clients understand their money and their choices. I am always learning something new that changes what we do and how we can do it more efficiently. That translates to a better bottom line for us and for our clients. It’s making more money for everyone — just by pushing InsMark buttons on the computer. How great is that?!"

"Over the last five working days, I can attribute $10,200 of commissionable premium directly to the purchase of InsMark software."

“InsMark is an integral part of my business and has been for many years. A great partner!”

“Thanks to InsMark, we recently set business goals in our firm that I basically thought were ridiculously unachievable – until now.”

"Thanks to the genius of Bob Ritter and InsMark, I was able to complete two cases in the last few months using the InsMark Leveraged Compensation System. Annual premiums total was over $90,000. Before reaching out to Bob, I struggled with conceptualizing and communicating this new deferred compensation logic to the business owners and their key employees. With the InsMark software, the compelling case logic was immediately obvious to everyone. In addition, the software is easy to learn and use. InsMark continues to work magic for me and my business!"

"I am writing to give you a ringing endorsement for the Wealthy and Wise System. As you know, I am a LEAP practitioner. The Wealthy and Wise software has helped me supplement my LEAP skills in the over age 60 client base. I have been paid for many cases using Wealthy and Wise as support, the smallest of which was $27,000, the largest was $363,000. With those type of commissions, you would have to be nuts not to buy it."

"Your company is absolutely the most comprehensive software and concept company in the financial planning area. I have been an agent and Series 7 broker for many years and told clients that the insurance industry is the place to have a lot of their money as insurance actuaries and investment departments can provide them with guarantees. After 9/11 they realize I really knew what I was talking about. And since I now have your software, I can easily show them."

“As with all of the InsMark software, InsMark’s Premium Financing System has proven to be an indispensable addition to my ability to show my clients the advantages in using a “Financed Premium” concept to solve their financial needs. Because of this, I was able to close three large financed premium cases easier and faster than ever before. I no longer need to use the cumbersome and illegible spreadsheets provided to me from other sources. As everyone understands, Premium Finance is a complex and involved concept to undertake. With the InsMark Premium Financing System, I am now able to show my clients a professional rendering of Premium Finance that is concise and easy to understand. As always, InsMark has delivered again. I encourage all who use Premium Finance as a solution to their clients’ needs to purchase this system. The cost of the system is not an expense, but rather an investment in your business.”

"For many years I've used InsMark to generate split dollar proposals in the corporate marketplace. More recently I've had good success with Wealthy and Wise in closing some six figure whole life premiums in the estate area. The impact of the pie charts and plan comparisons has made all the difference."

“The Symposium provides the knowledge & experience to work on my business, adding value for me and clients as well.”

"InsMark's Life Plan presentation provides a valuable tool for our agents in discussing retirement plans with their clients. Its concise and to-the-point design makes the concept very easy to understand. And, having it available in both Spanish and English has proven to be extremely useful."

“The InsMark Illustration System and Wealthy and Wise software pays for itself. Both provide so much and the InsMark Symposium helps you find all the hidden gems it has. I would do it again in a heartbeat.”

“The Symposium is an excellent program with top-notch speakers and attendees.”

"InsMark has important marketing information for every one of the producers in my firm — from the newly licensed to the veteran producer."

"InsMark helps us help our clients understand their money and their choices. At every InsMark seminar -- especially the Symposium -- I learn something new that changes what we do and how we can do it more efficiently. That translates to a better bottom line for us and for our clients. It’s making more money for everyone -- just by pushing InsMark buttons on the computer. I wouldn’t miss a Symposium."

“InsMark is the best value for me in the industry.”

“Standard premium financing illustrations produce much in the way of great data, but it takes the InsMark Premium Financing System to really present compelling numbers; however, the integration of that data into InsMark’s comparative modules like Various Financial Alternatives and Wealthy and Wise is really what makes premium financing sizzle.”

"Great seminar! I always learn something new that I can take back and apply immediately."

“The InsMark Illustration System and Wealthy and Wise have significantly enhanced my life insurance production scope. I feel I can now present ideas with backup support material.”

"It was invaluable to see how flexible Wealthy and Wise is as a planning tool! There are countless options, yet the illustrations provide clear choices for my clients. I have used InsMark for years, but never understood the programs as well after this seminar. Great meeting --well worth the time and expense."

“Merely having a great tool is never powerful in itself – it is knowing how to use it and being inspired to use it which creates the power to achieve. Come…sharpen your axe…”

“I have been using InsMark’s Wealthy & Wise (or InsGift as we called it in the past century) for many years, and it is an essential part of my retirement planning process for my clients. I would not want to be in this business without Wealthy and Wise. This program is the heart of my practice.”

"InsMark helps us help our clients understand their money and their choices. I am always learning something new that changes what we do and how we can do it more efficiently. That translates to a better bottom line for us and for our clients. It’s making more money for everyone — just by pushing InsMark buttons on the computer. How great is that?!"

"I really thought I knew all the sales techniques that affect my business, but I do now, thanks to InsMark."

“The best non-company presentation we go to each year. No best product promotion. The Symposium is about communication, sales, and the “how to” -- no insurance company does that anymore.”

“I have been using InsMark since it was a C:> prompt back in the early 1980s. The new Jazz release is the most exciting upgrade to the InsMark Illustration System I’ve seen in 28 years! With unlimited options for customization, you can now be as creative as you want when producing illustrations. I downloaded it last night, and used it successfully with my first appointment this morning.”

"Major cases we are developing have all moved along successfully because of the sublime simplicity and communication capability of Wealthy and Wise. I guarantee that the proper use of this tool will dramatically raise the professional and personal self image of any associate who dares to take the time to understand it…"

“I always wrestle with attending or not, but Bob and staff never fail to surpass my expectations. Can’t wait until the next one! Great job!”

"As a top national brokerage firm representing many insurance companies, the InsMark Illustration System has everything we need in an advanced marketing presentation system."

"InsMark is the Picasso of the financial services world — their marketing savvy never fails to amaze me."

“Bob Ritter is a master of illustrating complex issues in a simple easy to use manner that definitely helps you better serve your clients.”

Bob Ritter’s blogs make me look like a genius!  My CPA takes the info, then studies for a week before he says he “gets” it.

"What an informative program!   Amazing that the programs get better every Symposium.   Thanks for all the work you and the team put into making this so profitable for the participants.    Great stuff, great people, even greater experience."

"Wealthy and Wise allows us to reflect practically ANY planning scenario we have encountered with clients.  The ability to flow data easily into the program (without being so granular as to be unwieldy) is, in my opinion, one of the core strengths of Wealthy and Wise.  Modeling alternate planning scenarios and being able to present the results in both graphical and numerical formats is certainly welcome, and I can’t imagine doing cash flow and estate growth projections without Wealthy and Wise."