Month: October 2014 | Bob Ritter's Blog, ideas for financial service professionals

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Steve Savant recently produced a video with Don Prehn regarding my Blog #46: Let’s Make Sure the Girls Go to College. They have a very effective explanation of the concepts in that Blog, and you can view it below.

The video features an analysis for Tom and Kristin Scott about planning for the college costs for their two daughters, Daisy and Jody, ages 10 and 8, in the event one or both parents die. Blog #46 deliberately uses a term insurance solution in order to easily attract Tom and Kristin as clients. It also prepares the groundwork for a more comprehensive analysis presented in a second interview with the Scotts planned for next week’s Blog.

After viewing Don and Steve’s video, click here to visit Blog #46 for a detailed exploration of this college funding concept plus a look at the actual illustrations and graphics.

Next week in Blog #77, Tom and Kristin’s retirement planning is coupled with living cash flow for Daisy and Jody’s college costs, and the planning logic is expanded to include a sizable amount of permanent life insurance instead of term insurance.

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.

New Zip File Downloaders
Watch the video.

Digital Workbook Files For This Blog

Blog46.zip

Download all workbook files for all blogs

Experienced Zip File Downloaders Download the zip file, open it, and double click the Workbook file name to open it in your InsMark System.

Note: If you are viewing this on a cell phone or tablet, the downloaded Workbook file won’t launch in your InsMark System. Please forward the Workbook where you can launch it on your PC where your InsMark System(s) are installed.

Licensing

To license the InsMark Illustration System, contact Julie Nayeri at julien@insmark.com or 888-InsMark (467-6275), or you can click here to order it at the InsMark website. Institutional inquiries 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.

Testimonials

“InsMark has important marketing information for every one of the producers in my firm — from the newly licensed to the veteran producer.”
Gary Curry, ORBA Financial Management, InsMark Platinum Power Producer®, Gold River, CA

“I really thought I knew all the sales techniques that affect my business, but I do now, thanks to InsMark.”
Sam Keck, MBA, CLU, CFP, LUTCF, InsMark Platinum Power Producer®, Financial Planner, Denver, CO