Steve Savant is National Marketing Spokesman for Ash Brokerage, an InsMark Agency Platinum Power Producer®. Recently Steve produced a video with Don Prehn, Senior Consultant to InsMark, regarding my recent Blog #58: A New Retirement Planning Strategy. Steve and Don have a very effective explanation of the powerful concepts in that Blog, and I thought you would like to view it.
Steve has given me permission to share the video with my subscribers, and you can view it below.
Click here to visit Blog #58 for a detailed discussion of this concept plus illustrations and graphics.
Case Data File
If you are licensed — or become licensed — for Version 11.0 (or higher) of Wealthy and Wise® and would like to review the Case Data file (Workbook) associated with Steve and Don’s video, please email us at bob@robert-b-ritter-jr.com, and we will get it right out to you. With this Workbook, you can review all the prompts and data input used to create this new retirement planning strategy. Be sure to ask for the Wealthy and Wise Workbook associated with Blog #65. (It is identical to the Workbook available in Blog #58.)
Licensing
To license Wealthy and Wise, contact Julie Nayeri at julien@insmark.com or 888-InsMark (467-6275). Institutional inquiries regarding enterprise licensing should be directed to David Grant, Senior Vice President – Sales, at dag@insmark.com or 925-543-0513.
InsMark’s Referral Resources
(Put our Illustration Experts to Work for Your Practice)
We created Referral Resources to deliver a “do-it-for-me” illustration service in a way that makes sense for your practice. You can utilize your choice of insurance company, there is no commission split, and you don’t have to change any current relationships. They are very familiar with running InsMark software.
Please mention my name when you talk to a Referral Resource as they have promised to take special care of my readers. My only request is this: if a Referral Resource helps you get the sale, place at least that case through them; otherwise, you will be taking unfair advantage of their generous offer to InsMark licensees.
Save time and get results with any InsMark illustration. Contact:
- Ben Nevejans, President of LifePro Financial Services in San Diego, CA.
Joint Interviews
If you want or need help from a qualified producer for joint interviews with any InsMark illustration and are willing to share the case, email us at bob@robert-b-ritter-jr.com, and we will provide you with recommendations. This might not be a bad idea for your first couple of cases like the Callahans’.
Testimonials
"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.”
Stephen Rothschild, CLU, ChFC, CRC, RFC, International Forum Member, Saint Louis, MO
“Bob Ritter is a master of illustrating complex issues in a simple easy to use manner that definitely helps you better serve your clients.”
Gary Curry, InsMark Platinum Power Producer®, Gold River, CA
More Recent Blogs:
Blog #64: More on Single Premium Immediate Annuities
Blog #63: Sometimes You Just Need a Good Calculator
Blog #62: Review of the Rescue Plans
Blog #61: Sacrificing Cash Flow with a 401(k) Plan
Blog #60: Coupling College Funding With Retirement Planning
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Robert B. Ritter, Jr. Blog Archive