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Product Center
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Wealth Planning
Leverage CD Working with Charities You should consider showing the CD to the Directors of Deferred Giving of various charitable organizations in your area. Since its presentation is coordinated solely with output from InsMark’s Wealthy and Wise (former name “InsGift”), if they like it, you may well find yourself with some new prospects referred from the charity. In some cases, a given charity may want their own customized copy. If so, we recommend you be listed as the contact point at the end of the CD. If you can accomplish this, you may want to purchase the charity’s CD for them. In this case, if you identify a Charity as the purchaser, we will make the CD available to that Charity for $195. Note: The charitable license includes one standard size CD and 25 business card CDs. Once licensed, additional CDs (any size) can be purchased as follows: $1.95 each (100 or more) 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
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