To download a system workbook related to the Concept Library,
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 file is downloaded, you can import it into the appropriate InsMark System by double clicking on that file name. You can also import it by clicking on Client Workbook/Import Workbook on the Main Toolbar of the appropriate InsMark System and locating the file in the directory where you stored it.
Deductible Roth 401(k) Look-A-Like
Note: This Workbook can be downloaded only after you have installed Version 5.0 of Leveraged Compensation System.
Premium Financing Strategies
Buy Term and Invest the Difference?
Loan-Based Private Split Dollar
Charitable IRA vs. Stretch-Out IRA
Executive Trifecta®
Note: This
Workbook can be downloaded only after you have installed Version
14.1 of the InsMark Illustration System.
The Pothole in Income Distribution Planning (2009)
- Wealthy
and Wise Workbook
File name:Pothole_in_Planning_2009.!WW
| File size: 653K |
Approximate download time: < 1Min @ 512K
Cost of Waiting
Note: This
Workbook can be downloaded only after you have installed
Version 14.0 of the InsMark Illustration System.
Basic InsGift Analysis
- InsGift
Workbook
File name:basic.!ig | File size: 465K |
Approximate download time: < 1Min
@ 512K
An
Irresistible Plan for Life Insurance on Heirs Using the Private
Leveraged Benefit Plan™
Private
Split Dollar Rescue Opportunities
Employer-Sponsored
Split Dollar Rescue Opportunities
Executive
Bonus Plans -- Discriminatory and Deductible
Deferred
Equity Split Dollar -- An Alternative to Stock Options
The
Private Leveraged Benefit Plan
Conversion
of an Equity Split Dollar Plan to a Leveraged Benefit Plan
The
Leveraged Benefit Plan Compared to Equity Split Dollar (Part
1)
The
Leveraged Benefit Plan Compared to Equity Split Dollar (Part
2)
A New Look
at a Zero Estate Tax Plan
- InsGift Workbook
File name: ma132.!ig | File size: 433K
| Approximate download time: 4Min @
28.8k
A New Look
at Charitable Remainder Trusts
- InsGift Workbook
File name: ma131.!ig | File size: 321K
| Approximate download time: 3Min @
28.8k
A New Look
at Charitable Bequests of Deferred Annuities
- InsGift Workbook
File name: Ma130.!ig | File size: 533K
| Approximate download time: 5Min @
28.8k
A
New Look at a Charitable IRA
- InsGift
Workbook
File name: ChIRA60.!IG | File size: 421K
| Approximate download time: 4Min @
28.8k
Wealth Planning Strategies That Address Estate Tax "Repeal"
- InsGift Workbook #1
File name: EstTax1.!IG | File size: 817K
| Approximate download time: 8Min @
28.8k
- InsGift Workbook #2
File name: EstTax2.!IG | File size: 509K
| Approximate download time: 5Min @
28.8k
Corporate
Split Dollar and Wealth Preservation Planning
Annuity
Rescue Plans
- InsGift Workbook
File name: Ma124.!IG | File size: 457K
| Approximate download time: 4Min @
28.8k
Testing Financial
Tolerance For Tax Deferred Annuities (Part 1)
- InsGift
Workbook
File name: MA121122.!ig | File size: 457K
| Approximate download time: 4Min @
28.8k
Testing
Financial Tolerance For Tax Deferred Annuities (Part 2)
- InsGift Workbook
File name: MA121122.!ig | File size: 457K
| Approximate download time: 4Min @
28.8k
Testing
Financial Tolerance For Private Retirement Plans (Part 1)
- InsGift
Workbook
File name: MA116.!wb | File size: 257K
| Approximate download time:
3Min @ 28.8k
Testing
Financial Tolerance For Private Retirement Plans (Part 2)
- InsGift
Workbook
File name: MA117.!wb | File size: 257K
| Approximate download time:
3Min @ 28.8k
Testing
Financial Tolerance For Private Retirement Plans (Part 3)
Testing
Financial Tolerance For Private Retirement Plans (Part 4)
Testing
Financial Tolerance For Charitable Gift Annuities
- InsGift Workbook
File name: MA115.!wb | File size: 337K
| Approximate download time: 4Min @
28.8k
Testing
Financial Tolerance For Living Gifts to Charity
- InsGift Workbook
File name: MA114.!wb | File size: 333K
| Approximate download time: 4Min @
28.8k
Testing Financial
Tolerance For Charitable Remainder Trusts
- InsGift Workbook
File name: MA113WOR.!wb | File size: 257K
| Approximate download time: 3Min @
28.8k
Long-Term
Care: Insure or Self-Insure?
- InsGift
Workbook
File name: LTC2.!WB | File size: 409K
| Approximate download time:
4Min @ 28.8k
|
