Don’t miss out on our next live event
Wealthy and Wise – Training Webinars
Date* | Topic | |
April 23, 2024 | How to Build a Client’s Retirement Case in Three Steps | Register |
May 14, 2024 | Analyzing the Impact of Life Insurance on Retirement Planning | Register |
June 11, 2024 | How to Do Cash Flow Analysis with Optimal Sequence of Distribution | Coming Soon |
July 9, 2024 | Roth Conversion Feasibility Study | Coming Soon |
Aug 13, 2024 | The Power of Income Tax Reduction/Elimination in Retirement Planning | Coming Soon |
Sept 10, 2024 | Analyzing the Impact of Trust-Owned Life Insurance on Estate Planning | Coming Soon |
Oct 8, 2024 | Combining College Planning with Retirement Planning | Coming Soon |
Nov 12, 2024 | Annuities’ Role in Retirement Planning | Coming Soon |
Dec 10, 2024 | Taking Social Security Benefits Early vs Later | Coming Soon |
Jan 14, 2025 | Advanced Case: IDGT + Discounted Sale of Business to Trust** | Coming Soon |
Feb 11, 2025 | CRT** | Coming Soon |
*Dates & Times may be subject to change
**Advanced Strategies
InsMark Essentials – Training Webinars
Date* | Topic | |
April 18, 2024 | How to Make the Case for Permanent Life Insurance with InsMark Essentials | Coming Soon |
May 16, 2024 | Illustration of Values | Coming Soon |
June 20, 2024 | Other Investments vs. Your Policy | Coming Soon |
July 18, 2024 | Various Financial Alternatives | Coming Soon |
*Dates & Times may be subject to change
Take the next step
Excited to dive in and design your client’s cases and need technical support?
(925) 543-0507 or support@insmark.com
Monday – Friday: 6am - 2pm PT | 9am - 5pm ET