 |
  |
|
 |
|
|
Product Center
|
||
 |
|
 |
|
|
Testimonials
"InsMark is the Picasso of the financial services world
-- their marketing savvy never fails to amaze me."
"I really thought I knew all the sales techniques that
affect my business. But I do now, thanks to InsMark."
"InsMark is directly responsible for a major increase in
my earnings."
"InsMark has important marketing information for every
one of the producers in my firm -- from the newly licensed to the veteran
producer."
"As a top national brokerage firm representing many insurance
companies, the Superlink System has everything we need in an advanced
marketing presentation system."
"The InsMark Illustration System for Windows is so much easier
to use, and the ability to change case data while looking at the conceptual
presentation on screen makes case design a breeze."
"Over the last five working days, I can attribute $10,200
of commissionable premium directly to the purchase of InsMark software."
"When your client wants tax free estate liquidity without incurring
any substantial transfer taxes, but still wants a return of the premiums
paid later for income, you need private split dollar. When you want
an easy way to show and communicate the private/family split dollar
concept - with all the possible variations - you need InsMark's Private
Split Dollar."
"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."
"I am writing to give you a ringing endorsement for the
Wealthy and Wise System. As you know, I am a LEAP practitioner. The
Wealthy and Wise 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 those type of commissions, you would have to be nuts
not to buy it."
"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."
"I use InsMark software products because the concepts are cutting
edge, well documented and supported, and user-friendly for both my clients
and myself."
"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."
"I like Wealthy and Wise's 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 prospects you meet, how many walk away and do nothing--particularly in charitable planning situations? 75%? My percentage of "do-nothings" 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 then, the only people who make gifts 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 Wealthy and
Wise system is to charge a fee to run a plan for clients. I presently
charge $1,000 to run an Wealthy and Wise analysis on my clients. So
far, I have presented 20 plans, which have generated $20,000 for my
business. My Wealthy and Wise is paid up now for the next 67 years."
"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…"
"For many years I've used InsMark to generate split dollar and
reverse split dollar proposals in the corporate marketplace. More recently
I've had good success with Wealthy and Wise in closing some six figure
whole life premiums in the estate area. The impact of the pie chart
and plan comparisons has made all the difference."
"LifePlan is an ideal program for the package sale. I still run into individuals with a basic need for life insurance and cash value accumulation vehicles who are under the level where more complex planning is needed and who are not yet in the mindset for retirement distribution planning. LifePlan demonstrates an illustration that simply depicts the
benefits of the basic life insurance policy."
"Your company is absolutely the most comprehensive software and
concept company in the financial planning arena. I have been an agent
and Series 7 broker for many years and told clients that the insurance
industry is the place to have a lot of their money as insurance actuaries
and investment departments can provide them with guarantees. After 9/11
they realize I really knew what I was talking about. And since I now
have your software, I can easily show them. I have restructured my entire
marketing plan around your software and the concepts you illustrate.
Please keep doing what you are doing! "
"If you don’t get the client to distinguish cash
flow from net worth, you won't make the case sale. In my
experience, Wealthy and Wise is the only system that recognizes
this important estate planning component."
InsMark Seminar Testimonials "Great seminar! I always learn something new that I can
take back and apply immediately."
"As I’ve said to anyone that will listen, Wealthy
and Wise is the best piece of software in the industry."
"The seminar allows a new user to become familiar with
the systems immediately. The demonstrations of individual cases were
phenomenal for a beginning user."
"It was invaluable to see how flexible Wealthy and Wise
is as a planning tool! There are countless options, yet the illustrations
provide clear choices for my clients. I have used InsMark for years,
but never understood the programs as well after this seminar. Great
meeting --well worth the time and expense."
"I have been a Power Producer for 5 years and have always felt that a 'Hands-On' seminar would allow me to fully utilize the InsMark Illustration System as well as Wealthy and Wise. This seminar has given me a new understanding of the Systems.
I have significantly increased my understanding of their concepts and
applications. I hope you make this seminar an annual event."
|
