"Wealthy and Wise has been instrumental in closing three difficult
estate planning cases in the last two years. Total commissions exceeded
$100,000. Without being able to demonstrate adequate retirement cash
flow after gifting, these cases would not have closed."
Scott Mounger, CLU, ChFC, Mesa, AZ
"I am writing to give you a ringing endorsement for the
Wealthy and Wise System. As you know, I am a LEAP practitioner. The
software has helped me supplement my LEAP skills in the over age 60
client base. I have been paid for many cases using Wealthy and Wise
as support, the smallest of which was $27,000, the largest was $363,000.
With the current deal that The Guardian has arranged for its agents,
you would have to be nuts not to buy it."
Vincent M. D'Addona CLU, ChFC, MSFS, AEP, InsMark Power Producer
"InsMark's Wealthy and Wise program has been the most
influential tool in the continued development of my advisory business.
As a fee-based advisor, this program allows the most detailed "snap-shot"
of one's current and future financial situation. Once the client understands
this, we are able to demonstrate the effects of investment management
and estate planning techniques and their impact on the client's situation.
"
Rhett Sinclair, CLU, Aiken, SC
"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
"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 Lindsay, CLU, AEP, ChFC, Top of the Table, International Forum,
InsMark Power Producer. Pasadena, CA
"I like the Wealthy and Wise fee structure: It's worth
$50 bucks a month in maintenance to know that when tax laws change
the system is updated automatically, and that I'm not out of the water
without a system - with a new charge for an update when the company
finally gets around to making the change.
If this is really your business, then it's certainly worth more than
your car. And your car payment per month is? . . . .
Out of all the people you meet with, how many walk away and
do nothing, particularly in charitable planning situations? 75%? My
percentage of "no-goes" is considerably less than that because
of Wealthy and Wise. You have to show the effect of "do it"
versus "don't do it", because without that, they aren't
going to be convinced that "doing it" is the right decision.
Until you do that, the only people who give are the ones who were
going to give anyway. Wealthy and Wise clearly gives you an edge.
One way to increase the investment value of your system is
to charge a fee to run a plan for clients. I presently charge $1,000
to run a Wealthy and Wise analysis on my clients. So far, I have presented
20 plans, which has generated $20,000 for my business. My Wealthy
and Wise system is paid up now for the next 67 years.
Brian Britt, Rancho Palos Verdes, 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, Minneapolis, MN
