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InsMark Symposium | Main Platform Agenda

 

 2012 Symposium
April 12 – April 14, 2012

Hyatt Fisherman’s Wharf  | San Francisco, California
Main Platform Speaker:
Robert B. Ritter, Jr., President, InsMark, Inc.
(unless otherwise noted)

 

WEDNESDAY, APRIL 11
PRE-SYMPOSIUM
5:00 pm – 8:00 pm Early Registration / Exhibitor Setup
   
THURSDAY, APRIL 12 SYMPOSIUM - DAY 1
7:00 am – 8:00 am Registration and Continental Breakfast (with Exhibitors)

8:15 am – 9:15 am

Wealthy and Wise – What’s New in Version 11.0?
Version 11.0 has powerful new features.

Click here for details.

InsMark Illustration System – What’s New in Version 16.0?
Version 16.0 has a major increase in capacity.

Click here for details.

9:15 am – 9:45 am

IRA vs. Roth IRA
Inherited IRA vs. Inherited Roth IRA
A comparative analysis of the value of converting an IRA to a Roth IRA in a "do-it vs. don't-do-it" scenario combined with an evaluation of the impact of an Inherited IRA vs. an Inherited Roth IRA on your clients' children.

Click here for details.

 

9:45 am – 10:15 am

A Perfect Benefit Plan for Senior Executives of Tax Exempt Organizations
An unbeatable benefit plan for Tax Exempt Organizations.

Click here for details.
10:15 am – 10:45 am

Break (with Exhibitors)

10:45 am – 11:00 am

The Five Most Dangerous Trends Insurance Agents Face In 2012

Ashton Root, President, SkyBundle (Symposium Platinum Sponsor and developers of SkyBundle) will keep you entertained as he shares proven strategies for a dramatic increase in your bottom line using SkyBundle technology. Developed in coordination with InsMark, SkyBundle not only helps you avoid the five most common business mistake, but streamlines nearly every aspect of your entire operation. With SkyBundle you can thrive in the technology-rich world in which we live. Whether you are a one-person shop or serve a large number of producers, you will benefit from getting your "key success factors" in order. Everyone in attendance will receive a free trial of the SkyBundle and a serious InsMark-sponsored discount if you decide to acquire it.
11:00 am - 11:15 am
 A Crystal Ball to Help Business Owners See Their Financial Future

Dave Bandars, President, Retirement Plan Resources, Inc. (Symposium Gold Sponsor) will present his cloud-based Business Owner's Nest Egg Calculator (“BizNestEgg” for short), a software system designed to help producers gain the confidence of wealthy business owners through the use of a valuable predictive business-modeling tool. If you are in the closely-held business market (or want to be), you will find significant value in this presentation and its followup Breakout.
   
11:15 am - Noon Turbocharged Prospecting

Simon Singer, CFP, President, Advisor Consulting Group, Member Firm of Partners Financial and First Financial Resources, Past President - International Forum, InsMark Platinum Power Producer, and the Symposium’s all-time top-rated speaker. Simon’s latest prospecting presentation was the highest-rated at the 2011 Top of the Table annual meeting.  Simon’s firm produces $30+ million of annual premium and over 50% of the cases involve use of InsMark software.

1:15 pm - 4:00 pm

Breakouts -- with industry leaders

4:15 pm - 5:15 pm

Hands-On Training for Wealthy and Wise
Julie Nayeri, Sales Manager, InsMark, Inc.

This session covers the input skills you need to create a basic Wealthy and Wise presentation.
   
6:00 pm
Symposium Reception & Gala Dinner including Wine-Tasting from a Prominent California Winery hosted by our Sponsors
FRIDAY, APRIL 13
 SYMPOSIUM - DAY 2
7:00 am – 8:15 am
 Continental Breakfast (with Exhibitors)
 
8:30 am – 9:30 am

Leveraged Life Insurance
There are five core forms of leveraged life insurance, and InsMark illustrates them all. This session examines which variation applies to which market.

Click here for details. 
  • Leveraged Split Dollar (Executive Benefit)
  • Leveraged Private Split Dollar (Estate Planning)
  • Leveraged Executive Bonus (Executive Benefit)
  • Leveraged Deferred Compensation (Executive Benefit)
  • Premium Financing (Various Uses)
9:30 am - 10:00 am Deferred Annuities -- Good for Living; Bad for Dying
Deferred annuities are popular due to their tax deferred growth -- and this makes them a remarkable living financial asset. Unfortunately, the “bad for dying” is the lurking tax bomb at death. Learn how to defuse the tax bomb for all deferred annuities -- even for those with guaranteed withdrawal benefits.

Click here for details.
10:00 am – 10:30 am Break (with Exhibitors)

10:30 am – 11:00 am An Overlooked Module in the InsMark Illustration System
This is a hidden gem for two separate markets: Business Buy-Sell and Estate Liquidity.

11:00 am - 11:30 am Hot Business Changing Ideas presented by Gary Curry, President, ORBA Financial Management, InsMark Platinum Power Producer. 

Click here for details.
11:30 am - 11:45 am

Why FRR?
Tom Tous, Chief Marketing and Business Development Officer for First Financial Resources, Symposium Sponsor

Tom will discuss the history of FFR, the FFR value proposition, the organization’s structure, and the profile of an FFR Principal. From its founding in 1987, FFR has been a very special place for strong carrier partnerships, idea sharing, camaraderie and a sense of family.

11:45 am – Noon Private Reserve Strategy™
Mark Guthrie, MBA & MoneyTrax Master Mentor, Westface Financial (Symposium Platinum Sponsor) will introduce the Private Reserve Strategy™ program created by MoneyTrax, Inc. 

Click here for details.
Noon – 1:00 pm Lunch

1:15 pm - 4:00 pm

Breakouts -- with industry leaders and InsMark Hands-On Training.

4:15 pm - 5:15 pm

 Hands-On Training for InsMark Illustration System

Julie Nayeri, Sales Manager, InsMark, Inc. will cover the input skills you need to create key presentations from the InsMark Illustration System.
6:00 pm - 7:00 pm
 Symposium Wine & Cheese Reception hosted by our Sponsors
   

SATURDAY, APRIL 14

SYMPOSIUM - DAY 3

7:00 am – 8:15 am

Continental Breakfast (with Exhibitors)

8:30 am – 9:00 am

Comparative Highlights of Executive Retirement Plans
Qualified Retirement Plan, Supplemental Executive Retirement Plan (“SERP”), Leveraged Exec. Bonus, Leveraged Split Dollar, Leveraged Deferred Compensation

You will receive a complimentary copy of this presentation resource that will be useful with business clients as wells as legal and tax advisers -- particiularly if you sponsor seminars that include business-funded retirement plans.

9:00 am – 9:30 am

Wealthy and Wise or Retirement Needs Analysis
Both programs deal with a retirement analysis in different ways. Wealthy and Wise works best with upscale clients with substantial assets, but is not as effective with a client who is nowhere near retirement and needs help in planning. This session will showcase a Case Study for each client designed to amplify this difference.

Note:  Wealthy and Wise is a separate System.

Note:  Retirement Needs Analysis is a module in the InsMark Illustration System available on the Personal Needs Analysis tab.

9:30 am – 10:00 am

Dynasty Trusts -- Comprehensive Analysis of the Inter-Generational Effect
A new module in Version 16.0 of the InsMark Illustration System -- No Dynasty Trust vs. Dynasty Trust vs. Dynasty Trust Funded with Life Insurance.

10:00 am – 10:30 am

Break

10:30 am – Noon

Open Forum

InsMark Power Producers share production secrets.

Questions and/or suggestions from attendees plus a look at what’s in Version 12.0 of Wealthy and Wise and Version 17.0 of the InsMark Illustration System scheduled for 2013.


Symposium Ends

 

 “InsMark”, “Wealthy and Wise”, “Executive Trifecta”, and “Power Producer”
are registered trademarks of InsMark, Inc.

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All Rights Reserved.
2/8/2012