Welcome to InsMark's latest innovation -- a DVD/CD presentation of wealth planning concepts. Professionally narrated, the message develops a compelling story that will impress you, your clients, and the Directors of Deferred Giving at many charitable institutions.
InsMark's Wealth Planning Leverage CD includes the following charitable components:
- Charitable Bequests of Pension Assets (IRA, 401(k), 403(b), Keogh)
- Charitable Bequests of Deferred Annuities (fixed or variable)
- Charitable Remainder Trusts (low basis property)
- Zero Estate Tax Planning (for all family assets)
There are two versions of the presentation, one that is silent on the subject of donor-advised accounts and one that references such accounts in the Frequently Asked Questions section of the CD. Each version is available as a regular size CD that is personalized with the licensee's name on a beginning screen and on the contact screen that appears frequently.
Newly Released PowerPoint version of the Wealth Planning Leverage CD!
A PowerPoint variation of this show is also available which does not contain a voice-over. This is for situations when you want to do the narration yourself. (Merely muting your computer does not work well since the pace of the screen show likely develops at a different pace than your individual style presentation.)
The PowerPoint version will fill this “silent” role, and if you use this resource to do your own narrative, you can provide prospects with the voice-over version to take with them so that, when you are not present, the narrator will tell the story for you.
Copies of the voice-over version continue to be available at low cost, and we will also make available additional copies of the PowerPoint show at the same pricing. (For copies contact an InsMark Account Executive at 1-888-InsMark (467-6275).)
There is no additional charge for this additional resource.
Print version
Email