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Wealthy and Wise+ – Training Webinars
Date* | Topic | |
November 12, 2026 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #12 (Nov. 12, 2026) Using Wealthy and Wise+, Chris Jacob compares funding term life insurance through existing investments versus CHEIFS home equity proceeds. See the potential impact on liquidity and wealth to heirs. | Register |
October 15, 2026 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #11 (Oct. 15, 2026) Using Wealthy and Wise+, RePredict, and CHEIFS to Analyze and Potentially Strengthen an Underperforming Life Insurance Policy. Includes live Q&A. Download Training Materials | View Recording |
September 24, 2026 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #10 (September 24, 2026) Three Wealthy and Wise+ Case Studies: Buying Power, Using CHEIFS to Fund Trust-Owned Life Insurance, and Addressing the Tax Impact of IRA Assets. Download Training Materials | View Recording |
August 18, 2026 | Better Analysis Starts with Better Data Client Data Questionnaire (CDQ) Learn how InsMark’s Client Data Questionnaire (CDQ) helps streamline client data gathering and integrates with Wealthy and Wise+ for faster, more efficient financial planning. Download Training Materials | View Recording |
June 11, 2026 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #9 (June 11, 2026) Using CHEIFS Home Equity To Help Clients Increase Mutual Fund Assets While Enhancing Retirement Income Flexibility Download Training Materials | View Recording |
May 14, 2026 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #8 (May 14, 2026) Using CHEIFS Home Equity To Fund A Hybrid IUL With An LTC Rider For Retirement Income and/or LTC Benefits Download Training Materials | View Recording |
Apr 23, 2026 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #7 (April 23, 2026) Using CHEIFS Non-Debt Home Equity To Help Clients Fund Long-Term Care While Preserving Investment Assets Download Training Materials | View Recording |
Mar 26, 2026 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #6 (March 26, 2026) Using CHEIFS Non-Debt Home Equity To Fund An Immediate Annuity And Improve Retirement Income Security Download Training Materials | View Recording |
Feb 17, 2026 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #5 (February 17, 2026) Using CHEIFS Non-Debt Home Equity To Help Your Clients Fund The Tax On A Roth Conversion Download Training Materials | View Recording |
Nov 18, 2025 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #4 (November 18, 2025) Using CHEIFS Non-Debt Home Equity Inside Wealthy And Wise+ To Fund A Deferred Annuity And Improve Net Worth And Liquidity Download Training Materials | View Recording |
Sep 11, 2025 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #3 (September 11, 2025) Using CHEIFS Non-Debt Home Equity To Fund A Life Insurance Retirement Plan (LIRP) And Improve Liquidity And Estate Outcomes | Recording Coming Soon! |
July 15, 2025 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #2 (July 15, 2025) Using Pension Distributions To Fund Life Insurance As An Alternative To Roth Conversions Download Training Materials | View Recording |
May 6, 2025 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #1 (May 6, 2025) An Effective IRA Rescue Plan Using Life Insurance for Tax Reduction and Much Improved Retirement Cash Flow Download Training Materials | View Recording |
Feb 25, 2025 | Mastering the Many Gifting Options in Wealthy and Wise Download Training Materials | View Recording |
Nov 21, 2024 | Balancing Retirement Planning and College Funding | Recording Not Available |
Oct 31, 2024 | InsMark, RePredict Introductory Webinar | View Recording |
Sept 24, 2024 | Roth Conversion Made Easier and More Powerful with a Reverse Mortgage Download Training Materials | View Recording |
Aug 13, 2024 | Planning Strategies to Address the Different Possibilities Connected to the TCJA Sunset. Are Your Clients Prepared? Download Training Materials | View Recording |
June 18, 2024 | Help Your Clients Understand and Prepare for Upcoming Estate Tax Law Changes (TCJA Sunset) Download Training Materials | View Recording |
May 28, 2024 | Analyzing the Impact of Life Insurance on Retirement Planning Download Training Materials | View Recording |
April 23, 2024 | How to Build a Client’s Retirement Case in Three Steps Download Training Materials | View Recording |
*Dates & Times may be subject to change
**Advanced Strategies
InsMark Essentials / InsMark Illustration System – Training Webinars
Date* | Topic | |
Coming Soon | Various Financial Alternatives | Coming Soon |
Coming Soon | Other Investments vs. Your Policy | Coming Soon |
Coming Soon | Illustration of Values | Coming Soon |
Jan 28, 2025 | Becoming Proficient with InsMark Illustration System's Popular Modules Download Training Materials | View Recording |
Oct 31, 2024 | InsMark, RePredict Introductory Webinar | View Recording |
*Dates & Times may be subject to change
All Other Webinars – Training Webinars
Date* | Topic | |
Dec 1, 2026 | Saving Premium Financing Cases Today and Structuring Them Right From the Start Ken Buckley of The Buckley Group will explore solutions for troubled premium financing cases and strategies for structuring new cases correctly. Includes live Q&A. | Register |
May 21, 2026 | The Blue Ocean of Large Case Design: QLS + Kai-Zen with Phil Spalding | Recording not Available |
July 15, 2025 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #2 (July 15, 2025) Download Training Materials | View Recording |
June 25, 2025 | Real Case Solutions: Rescuing Premium Finance Challenges | View Recording |
May 14, 2025 | The CHAMP Plan Webinar from Champion Health, Inc. | View Recording |
May 6, 2025 | The InsMark Sales Idea Webinar Series with Chris Jacob EPISODE #1 (May 6, 2025) Download Training Materials | View Recording |
Apr 29, 2025 | Illustrating the Power of Arbitrage with Premium Financing Download Training Materials | View Recording |
Oct 31, 2024 | InsMark, RePredict Introductory Webinar | View Recording |
*Dates & Times may be subject to change
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