One of InsMark’s key support systems is Documents On A Disk (“DOD”) which includes a wide variety of planning situations including buy-sell and executive benefits as well as retirement, estate, and charitable planning (the DOD licensing fee is $699 for a single-user license).) 

If you are primarily in the estate planning field, you likely don’t need the full capacity of DOD.  Consequently, we have developed a product called Estate Documents On A Disk® (E-DOD).  The E-DOD licensing fee is $499 for a single-user license and, if you are currently licensed for InsMark’s Wealthy and Wise, you are entitled to a discount price of $399 for a single-user license. (Multi-user licenses are also available.)

Note:  E-DOD is integrated with Wealthy and Wise so that its specimen document sets can be directly accessed from within your Wealthy and Wise system.

Click here to review a 25-page report that includes an Index on Page 1, Highlights of E-DOD on Pages 2 - 8, and the names of the 592 specimen documents on Pages 9 - 25.  

Click here to review the biography of Richard C. Baier, JD, CLU, ChFC, FLMI, the author of the specimen documents in DOD and E-DOD.

Some of you have told us that the attorneys you deal with have their own documents.  Suggestion:  In case you need verification of the value of E-DOD, show the 25-page report of the 592 specimen documents available in E-DOD to attorneys and CPAs in your sphere of influence and gauge their reaction as to its value.  You might ask, “I have these specimen documents available to me -- would any of them be of interest to you?"

If you need more information, or for multi-user pricing, contact your InsMark Account Executive at 1-888-InsMark (467-6275).