The logic of maximizing net worth as part of asset distribution for retirement cash flow is largely overlooked by almost all advisers. Welcome to a video on this subject produced by Steve Savant, National Marketing Spokesman for Ash Brokerage, with Don Prehn, Senior Consultant to InsMark.
In their video, Steve and Don explain the mechanics behind the study I did in Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logic™.
You can view their five minute video below. It will be enlightening.
On the same subject, click here to visit my Blog #8 if you’d like more detail. I have an eight-minute video embedded within Blog #8 that takes you through the Wealthy and Wise® software to demonstrate how Good Logic vs. Bad Logic is created.
The video within Blog #8 closes with a good analysis of a Roth IRA conversion coupled with a Wealth Replacement Trust that you won’t want to miss. Let me tease you with a couple of graphics from the video in Blog #8. See below for a comparison of Strategy 1 (Bad Logic) with Strategy 3 (Good Logic + Roth IRA Conversion + a Wealth Replacement Trust funded with $2 million of survivor life insurance).
Conclusion
You do not want your clients presented with a Good Logic vs. Bad Logic™ analysis by another adviser.
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 Digital Workbook Files
If you would like some help creating customized versions of the presentations in this Blog for your clients, watch the video below on how to download and use InsMark’s Digital Workbook Files.
Digital Workbook Files For This Blog
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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.
Testimonials
“Merely having a great tool is never powerful in itself – it is knowing how to use it and being inspired to use it which creates the power to achieve.”
Phil Barnhill, InsMark Gold Power Producer®, Minnetonka, MN
“Bob Ritter is the most knowledgeable practitioner of advanced markets.”
Hector May, CLU, ChFC, CFP®, InsMark Platinum Power Producer®, New City, NY
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