System Workbook Download
 

Computer Business Cards

The name “InsGift -- the Wealthy and Wise System” has been changed to “Wealthy and Wise®”; however, the name “InsGift” may still be referenced below on a temporary basis.

You are welcome to download any of these workbooks; however, they are specifically designed to coordinate with our screen shows called Computer Business Cards. You must have the appropriate illustration system installed on your computer in order to use the desired workbook.

To download a system workbook related to Computer Business Cards, click on the workbook title you want. Be sure to note the directory and path on your hard disk where you have saved the file. Once a workbook is downloaded, you can import it into the appropriate InsMark System by clicking Client Workbook/Import Workbook on the Main Toolbar.

Annuity Rescue

  • InsGift Workbook
    File name: Annuity Rescue 2004.!IG | File size: 317K
    | Approximate download time: < 1 Min @ 768K DSL

Charitable Bequest of Annuity Assets

  • InsGift Workbook
    File name:Ann2Ch.!IG | File size: 369K
    | Approximate download time: 4Min @ 28.8k

Charitable IRA vs. Stretch-Out IRA

  • InsGift Workbook
    File name:ChIRA-Stretch.!IG | File size: 549K
    | Approximate download time: 6Min @ 28.8k

Charitable Pension

  • InsGift Workbook
    File name:ChIRA60.!IG | File size: 369K
    | Approximate download time: 4Min @ 28.8k

Disability Income Analysis

  • InsGift Workbook
    File name: DisInc.!IG | File size: 425K
    | Approximate download time: 4Min @ 28.8k

Endorsement Split Dollar with an Optional Transfer

Equities vs. Annuities vs. Life Insurance

  • InsGift Workbook
    File name:EqAnnLI.!IG | File size: 793K
    | Approximate download time: 8Min @ 28.8k

    InsGift Workbook
    File name:Annuity Rescue.!IG | File size: 317K
    | Approximate download time: 4Min @ 28.8k

Financial Firepower of Cash Value Life Insurance (UL)

Financial Firepower of Cash Value Life Insurance (VUL)

Financial Firepower of Cash Value Life Insurance (IUL)

Financial Firepower of Cash Value Life Insurance (WL)

Loan-Based Deferred Compensation

Loan-Based Private Split Dollar

Loan-Based Split Dollar

Long-Term Care -- Insure or Self-Insure (Post-Retirement Analysis)

  • InsGift Workbook
    File name: LTC65-60.!ig | File size: 417K
    | Approximate download time: 4Min @ 28.8k

Long-Term Care -- Insure or Self-Insure (Pre-Retirement Analysis)

  • InsGift Workbook
    File name: LTC45-40.!IG | File size: 373K
    | Approximate download time: 4Min @ 28.8k

Retirement Needs Analysis

The Leverage of Life Insurance

  • InsGift Workbook
    File name: PRP1.!ig | File size: 316K
    | Approximate download time: 3Min @ 28.8k
  • InsGift Workbook
    File name: PRP2.!ig | File size: 281K
    | Approximate download time: 3Min @ 28.8k

The Leverage of Charitable Gift Annuities

  • InsGift Workbook
    File name: GiftAnn.!IG | File size: 341K
    | Approximate download time: 3Min @ 28.8k

The Story of the Free Dog

Zero Estate Plan

  • InsGift Workbook
    File name: ZeroCBC4.!ig | File size: 333K
    | Approximate download time: 3Min @ 28.8k
If you should experience any difficulty downloading or using one of these workbooks, please call the InsMark Customer Service Department at (925) 543-0507 or e-mail us at support@insmark.com.
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