Beginners Workshop

Beginners Workshop

March 1, 2018

As a bonus, we have a pre-symposium Beginners Workshop focused on technical input training.  

Workshop Overview

InsMark systems are powerful and robust sales tools which will provide handsome returns to those who learn to master them.  This Beginners Workshop focuses on two key InsMark systems: Wealthy and Wise, and InsMark Illustration System.  We will go through the input steps needed to build basic cases, teach you how to navigate through the systems, and explain how the cases are organized.  

The first half of the session will cover Wealthy and Wise showing how powerful and easy Smart Distribution Analysis can be with the system, and how a life insurance proposal is incorporated into cash flow analysis for retirement planning.   The second half of the session, on InsMark Illustration System, will illustrate how the sharpest and clearest comparisons between life insurance and investments are created.  There will also be an introduction to the Executive Benefits illustration modules such as Section 162 Bonus Plan and Executive Trifecta Plan.     

Workshop Schedule

2:00 pm – 4:00 pm    Wealthy and Wise
4:00 pm – 4:15 pm    Break
4:15 pm – 6:00 pm    InsMark Illustration System

Computers/laptops not needed to attend this workshop.

No experience required.

The registration fee is $99 per person.  Register online or contact Julie Nayeri for more information about this workshop by phone 1-888-InsMark (467-6275) or via e-mail

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