Blog #90: Video on Avoiding a $20 Million Mistake

Getting Started with InsMark Training Video

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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.

Digital Workbook Files For This Blog

Blog38.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.

 

InsMark’s Referral Resources
(Put our Illustration Experts to Work for Your Practice)

We created the Referral Resources listed below to deliver a “do-it-for-me” illustration service in a way that makes sense for your practice.  All are IMOs and InsMark Agency Platinum Power Producers®, and they are highly skilled at running InsMark software.  They will utilize your choice of insurance company, and they do not require a commission split.

Mention my name when you talk to our Referral Resources 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!

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

 

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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

 

Blog #89: Another Great Video — IRA Rescue Made Easy

Getting Started with InsMark Training Video

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Following up on Equity Rescue Made Easy last week, Steve Savant and Don Prehn are at it again -- this time with a 5-minute video regarding my Blog #31: IRA Rescue Made Easy.  Equally impressive, I thought you would like to view it.

Blog #89: Another Great Video -- IRA Rescue Made Easy image

We used Wealthy and Wise® to do this IRA Rescue analysis.  Wealthy and Wise evaluations typically require extensive data input as you usually need to enter details of various liquid and illiquid assets.  The IRA Rescue strategy discussed in this Blog requires minimal data input.  I was able to put the case together in about 10 minutes.  If you are brand new to Wealthy and Wise, 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.

Digital Workbook Files For This Blog

Blog31.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 Wealthy and Wise, 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.

InsMark’s Referral Resources
(Put our Illustration Experts to Work for Your Practice)

We created the Referral Resources listed below to deliver a “do-it-for-me” illustration service in a way that makes sense for your practice.  All are IMOs and InsMark Agency Platinum Power Producers®, and they are highly skilled at running InsMark software.  They will utilize your choice of insurance company, and they do not require a commission split.

Mention my name when you talk to our Referral Resources 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!

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:

“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
“The Symposium is absolutely a mind blowing experience.”
Larry Gustafson, InsMark Platinum Power Producer®, Denver, CO
“I always wrestle with attending the Symposium or not, but Bob and staff never fail to surpass my expectations. Can’t wait until the next one in March! Great job!”
Jeff Frankhouser, InsMark Platinum Power Producer®, Sturgis, SD

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More Recent Blogs:

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

Blog #84: “Why Pay $22,753 for Something You Could Get for $700?”

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

 

Blog #88: An Exceptional Video — Equity Rescue Made Easy

Getting Started with InsMark Training Video

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Recently, Steve Savant and Don Prehn produced a 5-minute video regarding my Blog #21: Equity Rescue Made Easy.  Steve and Don have a very effective explanation of the concepts in that Blog, and I thought you would like to view it.

Click here to visit Blog #21: Equity Rescue Made Easy to review detailed illustrations and graphics along with a further discussion of this concept.

 

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

Blog21.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.

The Wealthy and Wise workbook shows an example of what we call InsMark Basic, i.e., one with very easy data entry.

 

Licensing

To license the InsMark Illustration System and Wealthy and Wise, 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.

InsMark’s Referral Resources
(Put our Illustration Experts to Work for Your Practice)

We created the Referral Resources listed below to deliver a “do-it-for-me” illustration service in a way that makes sense for your practice.  All are IMOs and InsMark Agency Platinum Power Producers®, and they are highly skilled at running InsMark software.  They will utilize your choice of insurance company, and they do not require a commission split.

Mention my name when you talk to our Referral Resources 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!

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:

“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, President and CEO, ORBA Insurance Services, Inc., InsMark Platinum Power Producer®, Gold River, CA
“I use InsMark software products because the concepts are cutting edge, well documented and supported, and user-friendly for both my clients and myself.”
Wayne Weaver, Clearwater, FL

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More Recent Blogs:

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

Blog #84: “Why Pay $22,753 for Something You Could Get for $700?”

Blog #83: Crystal Clear Alternatives

 

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