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Wealth Planning
Leverage CD Click here to view a Demonstration copy of the CD Click here for an Order Form for the Wealth Planning Leverage CD Placing a copy of Your Wealth Planning Leverage CD on Your Website Welcome to InsMark's latest innovation -- a CD presentation of wealth planning concepts which includes the following charitable components:
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 and a business card size CD that are 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. |
