The purpose of this Blog is to review three very powerful rescue plans featuring life insurance alternatives that were featured Case Studies in earlier Blogs, all of which utilize InsMark’s Wealthy and Wise® System:
Each one of the Case Studies uses illustration input logic we call Wealthy and Wise Express since it allows you to prepare the analysis with limited data entry. Near the end of each Blog you have access to the Case Data file (Workbook) if you would like to follow my input to the prompts.
The three concepts can provide you with an endless source of new clients.
Important Note: Many of you are rightly concerned about the potential tax bomb in life insurance that can accidentally be triggered by a careless policyowner. Click here to read Blog #51: Avoiding the Tax Bomb in Life Insurance.
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, and we will provide you with recommendations.
Testimonials
“Wealthy and Wise is the best — and easiest to use — wealth planning software I have ever seen.”
Simon Singer, CFP®, CAP®, RFC®, The Advisor Consulting Group, InsMark Power Producer®, Encino, CA
“The reason I use InsMark products is because they are so good at explaining financial concepts to all three parties: 1) the producer trying to explain the idea; 2) the computer technician trying to illustrate it; 3) the customer trying to understand it.”
Rich Linsday, CLU, AEP, ChFC, Pasadena, CA
Major cases we are developing have all moved along successfully because of the sublime simplicity and communication capability of Wealthy and Wise. I guarantee that the proper use of this tool will dramatically raise the professional and personal self-image of any associate who dares to take the time to understand it.”
Phillip Barnhill, CLU, InsMark Power Producer®, Minneapolis, MN
More Recent Blogs:
Blog #61: Sacrificing Cash Flow with a 401(k) Plan
Blog #60: Coupling College Funding With Retirement Planning
Blog #59: The InsMark Business Valuator
– A Powerful Tool For Financial Advisers
Blog #58: A New Retirement Planning Strategy
Blog #57: Messages from Washington Are Often Unpleasant
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