Testimonials

Mark Pace, CLU, RHU, ChFC, Creator of the Life Insurance Performance Management System, InsMark Gold Power Producer®, President, ObjectiView, Inc., Ridgeland, MS

“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.”

Glenn A. Main III, InsMark Gold Power Producer®, The Main Point Group LP, Pittsburgh, PA

"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!"

Gary Curry, President and CEO, ORBA Insurance Services Inc., InsMark Platinum Power Producer®, Gold River, CA

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

Kay Corbin, CLU, ChFC, InsMark Platinum Power Producer®, Phoenix, AZ

"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?!"

Martin Weitzman, CLU, InsMark Silver Power Producer®, West Hills, CA

"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."

Doug Peete, Past President, Top of the Table, InsMark Silver Power Producer®, Overland Park, KS

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

Nathan S. Sachs, CLU, ChFC, CFBS, Phoenix, AZ

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

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