InsMark Symposium | Breakout Sessions

2012 Symposium
April 12 – April 14, 2012

Hyatt Fisherman’s Wharf | San Francisco, California

Repeating Breakout Sessions

THURSDAY AFTEROON (APRIL 12, 2012) 1:10 PM TO 4:00 PM
Breakout #1 - 1:10 pm to 2:00 pm A Crystal Ball That Helps Business Owners See Their Financial Future (cont’d) Presented by: Dave Bandars, President, Retirement Plan Resources, Inc., Gold Sponsor Continuing his Main Platform presentation from the morning session, Dave will provide you with an intimate look at his cloud-based BizNestEgg software system. Seven out of ten millionaires in this country are first generation small business owners, and on average, their business asset makes up approximately 65% of their total net worth. But do business owners really know the fair market value of their businesses? Only about 15% actually have an idea as to what a buyer would pay for their business on any given day. Find out why these statistics are important and how having access to the BizNestEgg system can solve this evaluation issue while helping you put commission dollars into your pocket.
Breakout #2 - 2:10 pm to 3:00 pm The Six Pillars of Life Insurance Optimization Presented by: T. Mark Pace, CLU, RHU, ChFC, President, ObjectiView, Inc., Silver Sponsor In this session, you will learn: The critical role each of the Six Pillars plays in optimizing return on capital invested in life insurance; How the Six Pillars are used to rehabilitate existing, performance-impaired policies; Why the Six Pillars are essential in the acquisition of new policies; and A process you can put to immediate use to overcome all the obstacles that typically prevent you from bringing the Six Pillars to your very best clients. All participants will receive a Case Conversation Guide that can be used to address any situation or new opportunity in a way that enhances both their reputation and value with existing and new clients. Participants will also receive The Six Pillars Checklist, a practical guide for identifying and addressing the most common life insurance pitfalls.
Breakout #3 - 3:10 pm to 4:00 pm SkyBundle from PixelGigs - Developed in Coordination with InsMark Free Trial and Fast-Start Training Presented by: Ashton Root, President, SkyBundle, Platinum Sponsor If you aren't integrating the Internet in your practice, you need to -- your competition certainly is. So take full advantage of your free, web-based SkyBundle trial by attending this fast-start training session so you can hit the ground running when you get back to the office. SkyBundle is a dynamic tool that easily integrates various levels of office productivity. It can become one of the most important management tools you have due to the incredible power of intertwining technology and business strategy. The free trial will quickly show you how your entire practice will benefit.

FRIDAY AFTEROON (APRIL 13, 2012) 1:10 PM TO 4:00 PM
Breakout #1 - 1:10 pm to 2:00 pm Private Reserve Strategy™ Presented by: Mark Guthrie, MBA & MoneyTrax Master Mentor, Platinum Sponsor Continuing his Main Platform presentation, Mark will expound on the Private Reserve Strategy™ program created by MoneyTrax, Inc., which, like InsMark, is an industry leader in financial communication tools. It is a complete sales presentation that is SIMPLE to learn, AFFORDABLE to implement, and PROVEN to work. This program will change how your clients look at their money for the rest of their lives and it will change your career! Program Benefits: HELP your clients to avoid or minimize losses from the interest they are paying to banks and finance companies for the major items they need during their lifetime (i.e. cars, education, homes, etc.) PROVE that cash-value permanent life insurance is a viable and effective wealth accumulation tool ACCESS OVER 30 CALCULATORS that will help you communicate financial concepts Imagine how your income would change if every client WANTED to buy the most amount of coverage your company would issue and WANTED to fund it to the highest amount allowable by law? To learn more visit www.prsprogram.com (username and password are: prs)
Breakout #2 - 2:10 pm to 3:00 pm Jonathan Hind Financial Group & InsMark – Providing a Path to Profitability Presented by: Erik Young, Vice President, Jonathan Hind Financial Group, Silver Sponsor In this session you will learn about the valuable relationship between Jonathan Hind Financial Group and InsMark. Jonathan Hind Financial Group has been working with InsMark for over 20 years and has been helping InsMark producers easily integrate InsMark into their business. Jonathan Hind Financial Group will also be covering some unique programs that are available to you to help you become more profitable and separate yourself from the competition.
Breakout #3 - 3:10 pm to 4:00 pm InsMark Power Producer Presented by: David Grant, Senior Vice President, InsMark, Inc. Power Producers® is a special Division of InsMark established to serve a core group of its licensees who specialize in advanced business and estate techniques. The elite licensees who are Power Producers® receive priority marketing and technical support including case design discussions with InsMark’s President, Bob Ritter, via the Ask Bob e-mail service. David Grant, Senior Vice President, InsMark, Inc., will cover in this session how you can become licensed as a Power Producer for all proprietary InsMark products at a fraction of the retail cost, along with ways you can be reimbursed for your fees.
“InsMark”, “Wealthy and Wise”, “Executive Trifecta”, and “Power Producer” are registered trademarks of InsMark, Inc. © Copyright 2011-2012, InsMark, Inc. All Rights Reserved. 2/24/2012