Personal Insurance Tab
- Illustration of Values
- Dollars of Benefits for Pennies of Cost
- Your Policy vs. Term and Invest the Difference
- Your Policy vs. Term and Invest the Difference (if term cost only $1.00)
- Your Policy vs. Various Financial Alternatives
- Equity Account Alternative (InsCalc calculator showing equities as a weak alternative to the life policy illustrated above)
- Cost of Waiting to Buy Universal Life
- Cost of Waiting to Buy Equity-Indexed Universal Life
- Cost of Waiting to Buy Equity-Indexed Universal Life (Quick Pay)
- Charitable Giving Plan
- Dollars to Charity for Pennies of Cost
Executive Benefits
- Executive Trifecta PowerPoint Show
- Executive Trifecta (C Corp. -- shareholder or non-shareholder executive)
- Executive Trifecta (S Corp. -- shareholder)
- Executive Trifecta (S Corp. -- non-shareholder executive)
- Executive Trifecta (Limited Liability Company -- member)
- Executive Trifecta (Limited Liability Company -- non-member executive)
- Executive Trifecta (Partnership -- partner)
- Executive Trifecta (Partnership -- non-partner executive)
- Supplemental Executive Retirement Plan (COLI Composite)
- Executive Bonus Plan
- Executive Security Plan (Bonus Plan with Retirement Income)
- Funding Buyouts with Discounted Dollars
Split Dollar Tab
- Endorsement Split Dollar
- Endorsement Split Dollar with Optional Transfer (Rollout)
- Endorsement Split Dollar with Salary Continuation
- Limited Collateral Assignment Split Dollar
- Private Limited Collateral Assignment Split Dollar
- Private Limited Collateral Assignment Split Dollar with Gift Reserve
Personal Needs Analysis Tab
- Retirement Needs Analysis (Funding: Equity Account)
- Retirement Needs Analysis (Funding: Equity Account + Equity-Indexed Universal Life)
InsCalc (Financial Calculators)
- Taxable Calculator
- Tax Exempt Calculator
- Hypothetical Portfolio Calculator
- Tax Deferred Calculator
- Equity Account Calculator
- Pension Calculator
- Retirement Income Calculator
- Social Security Calculator
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.
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