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The InsMark Illustration System

Wealthy and Wise

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Power Producers
InsWord on the Net ("ION")
Wealthy and Wise Logic Report
InsMark's Advanced Underwriting Registry
Superfunding ILITs
InsMark's Senior Distributor Program
Wealth Planning Leverage CD

Jonathan Hind Financial Group

Innovative Solutions Insurance Services, LLC.

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Click here to update your Email address, Mailing address, Phone Number, Fax Number, etc.
   

Attention
Insurance and Financial Planners

Wealthy and Wise®, through its retirement needs analysis logic, determines if the appropriate cash flow will be available to fund a client's desired retirement lifestyle as well as gifts to heirs and/or favorite charities. Take a few minutes to review the inescapable logic of the Wealthy and Wise and its "do it" versus "don't do it" comparisons.  (If you aren't licensed for Wealthy and Wise, pray your competition isn’t either.)

Click here
for a written report with color graphics.
Click here for a written report with grayscale graphics.

Click here for a five minute Wealthy and Wise video.
Click here for a PowerPoint presentation of the logic.
Click here for a Flash presentation of the charitable features.

Click here for a tour of the System.
Click here for an NASD compliance analysis.

New Seminar!
Presentation Coaching Seminars™
InsMark holds its acclaimed 1 and 1/2 day Presentation Coaching Seminar frequently throughout the U.S. This is where you will learn -- directly from InsMark’s CEO, Founder, and Presentation Coach -- what to present and how to prepare it. You won't want to miss this powerful combination of the sizzle of client-specific sales concepts integrated with how to use InsMark software to illustrate them.
Click here for the Agenda and Other Details!

What's Going On With Estate Taxes?

Click here to review a report on what may be the Senate's likely compromise on estate tax repeal.

Ask Bob

Exclusively for Power Producers
InsMark offers a new feature, Ask Bob. Power Producers now have direct contact with Chairman and CEO Bob Ritter.

Recent Concept Library Articles

Using Variable Universal Life Insurance for Funding College and Retirement

Using Equity Indexed Universal Life Insurance for Funding College and Retirement

Taxes and Legislation

The American Jobs Creation Act of 2004 and Deferred Compensation Arrangements
Click here to review a report on The American Jobs Creation Act of 2004 as it relates to Deferred Compensation arrangements in general. Included are comments regarding InsMark’s Loan-Based Deferred Compensation System.

Loan and Loan Interest Options
for Loan-Based Split Dollar Arrangements
Click here for a comprehensive report on the new loan-based split dollar authorized as "loan regime" plans in the Final Split Dollar Regulations. The report includes an analysis and evaluation of the varying loan durations that are available (demand, short-term, medium-term, and long-term), Applicable Federal Rates, and whether interest-bearing or interest-free loans are best.

Securities Exchange Act and Loan-Based Split Dollar
Click here for Section 11(d) of the Securities Exchange Act of 1934 (and how it may apply to variable universal life used with loan-based split dollar).

 

 
   

Version 15.0 of the
InsMark® Illustration System
Is Released

Click here to review new features.
Click here for a complete review.

Executive Trifecta®
A Leap Forward in Key Executive Coverage (Basic and Advanced Variations)


New System
Estate Documents On A Disk
®

Click here for specimen documents for every conceivable wealth planning strategy.

Life Plan System
InsMark's newest innovation is the Life Plan System. Life Plan produces an illustration that contains all a producer needs to convince a customer of the exceptional value of a life insurance policy.
Check it out here

Profile of InsMark
Click here for a quick review of InsMark's entire product line.

Version 9.0 of Wealthy and Wise®
Click here to review new features.
Click here for a complete review.

Wealth Planning Leverage CD (featuring Wealthy and Wise)
Click here to view a demo of our multi-media Wealth Planning Leverage CD featuring charitable estate planning techniques that are virtually irresistible to your clients.

New Editions to the Concept Library

Grantor Access to Funds in an Irrevocable Life Insurance Trust


Beneficiary's Trust (for beneficiaries who are husband and wife)

Charitable IRA vs. Stretch-Out IRA

The Pothole in Income Distribution Planning

Executive Trifecta™ -- A Leap Forward in Key Executive Coverage (Basic and Advanced Variations)

The Cost of Waiting to Buy Life Insurance

Version 17.0 of Documents On A Disk®,
the industry's most comprehensive specimen documentation system is now available.

Version 17.0 contains over 1,053 documents to address a client’s or adviser’s needs.

Click here for full details on what's new.

Review all the features of Version 17.0.

More New Products!

InsWord® On The Net ("ION")
Click here for more information about InsWord On The Net ("ION") by InsMark -- the most comprehensive prospecting resource of its kind that is available on the Internet.

Split Dollar:
Final Regulations
The final regulations on split dollar have been issued.
Click here for the marketing impact on specific split dollar variations

InsMark Loan-Based Split Dollar System
Taking advantage of the Section 7872 provisions of the Final Split Dollar Regulations, this new System illustrates plans cast between employers and favored executives (Loan-Based Split Dollar) and plans cast between private parties (Loan-Based Private Split Dollar) that are funded by loans. With the use of employer-sponsored and private equity split dollar ended, these new plans are the only realistic alternatives.
Click here for a Brief Description of Each Plan
Click here to Review Plan Features and Sample Illustrations

InsMark Loan-Based Deferred Compensation System
This dynamic System (technically not deferred compensation) illustrates the funding of loan-based split dollar with compensation adjustments. Any employed executive can use it except, due to the Sarbanes-Oxley Act, those employed by public corporations.
Click here to review Plan Features and Sample Illustrations

Product News

Product Updates
We are distributing all of our product updates on our website. If you are still using a dial-up service, you may want to consider faster alternatives such as DSL, Cable or Satellite. Product Suite CDs will be available for a small charge.

Client Companies
Many insurance companies utilize InsMark's products and services.
View them here . . .

 

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