Jump to Navigation

InsMark Illustration System | Features

Illustration Modules[InsMark Illustration System Image]

Personal Insurance Tab

  • Illustration of Values
  • Term and Invest the Difference
  • Other Investments vs. Your Policy
  • Various Financial Alternatives
  • Dollars of Benefits for Pennies of Cost
  • 401(k) Plan Split Funded with Life Insurance
  • Pension Maximizer Analysis
  • Mortgage Plan
  • Comparison of Insurance Plans
  • NEW Charitable Giving Plan
  • NEW Dollars to Charity for Pennies of Cost

Executive Benefits Tab

  • COLI -- Salary Continuation and Deferred Compensation
  • COLI -- Survivor Income (Death Benefit Only)
  • COLI Composites
  • Executive Bonus Plan
  • Executive Security Plan (bonus plan with retirement income)
  • Funding Buyouts with Discounted Dollars
  • Key Executive Life Insurance Calculator
  • NEW Executive Trifecta® (for owner and non-owner executives of C Corporations, S Corporations, Limited Liability Companies, and Partnerships)
  • NEW Executive Trifecta® Composites

Note: A comprehensive PowerPoint presentation on Executive Trifecta® is also available on the Executive Benefits tab.

Split Dollar Illustrations

  • Endorsement Split Dollar
  • Endorsement Split Dollar with Optional Transfer
  • Endorsement Split Dollar with Salary Continuation
  • Limited Collateral Assignment Split Dollar
  • Private Limited Collateral Assignment Split Dollar

Investment Calculators (accumulation and distribution)

  • Taxable Account
  • Tax Exempt Account
  • Hypothetical Portfolio Calculator
  • Tax Deferred Account Calculator
  • Equity Account Calculator
  • Pension Calculator (IRA, Keogh, 401(k), etc.)

Other Calculators

  • Retirement Income Calculator
  • Social Security Calculator (death, disability, retirement)
  • Multiple Account Calculator
  • Life Expectancy Calculator
  • FIFO/Withdrawal/Dividend/Loan Utility

Personal Needs Analysis

  • Retirement Needs Analysis
  • Survivor Needs Analysis
  • Educational Needs Analysis
  • Cash Flow Analysis

Other Important Features

InScribe Graphics - Automatically generated to match your illustration output, there are 2-D and 3-D flow charts, circle summaries, landscape graphs, and multiple mini-graphs -- in color or black and white.

Sample Illustration Workbooks - There is a Sample Workbook in the InsMark Illustration System for every illustration concept which allows you to see both the reports and the menu input that generated them. There is also a coordinated catalog of Sample Workbook descriptions so you can know what you will be viewing before you view it. These Sample Workbooks are of immense value in helping you learn the system, and they are available under Help or from the right side of any module when you are in Edit mode.

Guide to Marketing - Another resource producers find indispensable is the 600+ page Guide to Marketing available under Help or from the right side of any module when you are in Edit mode. This guide covers every life insurance sales concept available in the System, giving "how to" and "when to use" tips from InsMark’s President/CEO, Bob Ritter, a Top of the Table and International Forum producer before he founded InsMark.

Screen Shows - The System also contains three Director-level screen shows for the personal market illustrating different life insurance-related concepts via computer "story board" presentations. Whether a producer is giving seminars to business owners or using a notebook at the kitchen table, these Screen Shows provide a professional and up-to-date way to convey solutions prospects need to consider. Included are the following presentations:

  1. How Much Life Insurance Is Enough?
  2. What's the Best Kind of Life Insurance.
  3. Strategies for Retirement Planning.

A PowerPoint presentation of Executive Trifecta is included on the Executive Benefits tab.