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.
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.
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 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:
| “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 |
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