They’ve done it again. Steve Savant and Don Prehn have produced another good video covering the highlights of my Blog #38: Avoiding a $20 Million Dollar Mistake where I used InsMark’s Wealthy and Wise® for the evaluation.
It may be hard to believe that a life insurance policy funded by way of an asset allocation can accomplish such a significant result, but -- no smoke and mirrors -- it does exactly that.
The Suze Ormans of the world are surely lurking nearby ready to proclaim, “She should have bought term insurance”. That option is covered as well.
Once you’ve reviewed Steve and Don’s six-minute video, you may want to review Blog #38 for a more detailed evaluation. And if you are licensed for Wealthy and Wise and would like to review the data input, be sure to ask for the Case Data file (Workbook) below and following its logic should be straightforward.
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.
Experienced Zip File Downloaders Download the zip file, open it, and double click the Workbook file name to open it in your InsMark System.
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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. |
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 with details of the case, and we will provide you with recommendations.
Testimonials:
| “The InsMark software is indispensable to my entire planning process because it enables me to show my clients that inaction has a price tag. I can’t afford to go without it!” |
| David McKnight, Author of The Power of Zero, InsMark Gold Power Producer®, Grafton, WI |
| “Thanks to InsMark, we recently set business goals in our firm that I basically thought were ridiculously unachievable – until now.” |
| Brian Langford, InsMark Platinum Power Producer®, Plano, TX |
| “Where else can anyone go to learn how to double your business in two years.” |
| Vincent Mezzetti, CLU, InsMark Platinum Power Producer®, Florida, NY |
More Recent Blogs:
Blog #89: Another Great Video -- IRA Rescue Made Easy
Blog #88: An Exceptional Video -- Equity Rescue Made Easy
Blog #87: No Income Tax on Social Security Retirement Benefits
Blog #86: The #1 Reason Advisors Are NOT Getting Paid What They’re Worth
Blog #85: IRS Says Goodbye to a Tiny Bit of Its Red Tape
| 3 Reasons Why It’s Profitable For You To Share These |
| Blog Posts With Your Business Associates and |
| Professional Study Groups (i.e. “LinkedIn”) |
Robert B. Ritter, Jr. Blog Archive