Following up on our recent 3-Blog series on charitable giving, I thought you would enjoy a slide show we developed on charitable and family gifting. You may find it useful and perhaps even amusing in places. I have always believed if you can make a prospective client laugh that you’re off to a good start toward a solid relationship.
Click here to view the presentation entitled “Testing Financial Tolerance for Charitable and Family Gifts”. Due to compatibility issues with "SWF Flash files" the presentation at this link will not work on most mobile phones or tablets, please use a laptop or desktop computer to play the presentation.
The slide show can apply to almost any charitable and/or family gifting concept for wealthy clients, and it is designed to highlight key uses of InsMark’s wealth planning system, Wealthy and Wise®.
Note: InsMark Power Producers (Platinum, Gold, and Silver) have this same slide show as one of their 27 Computer Business Cards customized with their names on the “Presented by” third slide.
New Features in InsMark
Our licensees are excited about the Jazz release (Version 17.0 of the InsMark Illustration System). Click here if you would like to see one of our most popular illustrations in the new Jazz format.
Click here if you would like to review the features of Jazz.
Various charitable illustrations are available in the InsMark Illustration System as well as Wealthy and Wise, our wealth planning system. For licensing information, contact Julie Nayeri at julien@insmark.com or 888-InsMark (467-6275). Institutional inquiries should be directed to David Grant, Senior Vice President – Sales, at dag@insmark.com or 925-543-0513.
Testimonials:
"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."
Rich Lindsay, CLU, AEP, ChFC (InsMark Power Producer, Top of the Table, International Forum) Pasadena, CA
"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?!"
Kay Corbin, CLU, ChFC (InsMark Power Producer) Phoenix, AZ
More Recent Blogs:
Blog #56: An Easy Charitable Legacy
Blog #54: Dollars to Charity for Pennies of Cost
Blog #53: “There Wasn’t Nigh As Many As There Was A While Ago”
Blog #52: Participating Loans vs. Fixed Loans
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