Producer's Center

The Quickest Way To Learn InsMark

The Quickest Way To Learn InsMark

 

 

 

 

 

 

If you want to learn how to use InsMark software to calculate and present more great sales ideas for your clients, click on the image of the dog to the left. This will take you to InsMark's training platform.

Once there, you will start by watching a short video that will explain how you can learn powerful sales ideas and then access digital InsMark Workbook files that will then show you exactly how to recreate those sales ideas for your clients.

Events You Can't Afford to Miss!

InsMark Symposium

Symposium 2021

 

Join us on May 20-21, 2021 for our virtual InsMark Symposium.   Don’t miss this event. Reserve your spot today to get the early bird rate.  

Sign up now for alerts so you won't miss any details!

InsMark Webinars

Webinars

 

May 19.2020

 

How to Protect Your Clients' Best Interests While Increasing Your Revenue During COVID-19

Presenters: Mike Pepe, Founder, Proformex

Recording Coming Soon!

Click here to view previous webinars              

Marketing Ideas and Sales Concepts - The Best Strategies in the Financial Industry

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(https://youtu.be/QRrN4rBw6zA) Share this video with clients - it gives you an incredibly effective way to introduce Wealthy and Wise to your clients.  

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Crystal Clear Alternatives: A Video Summary of Blog #83 focusing on the InsMark presentations which you can use with every client!

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Simon "Stuffy" Singer presents Cash Flow Modeling.

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Bob Ritter reviews a Case Study that is based on the Good Logic vs. Bad Logic™ marketing concept. 

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CheckMate Analysis:  Cash Value Life Insurance compared to Term Life Insurance

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The Pothole in Wealth Management, Good Logic vs. Bad Logic™

The Financial Firepower of Cash Value Life Insurance
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The Financial Firepower of Cash Value Life Insurance using Term and Invest the Difference, Various Financial Alternatives, and Dollars of Benefits for Pennies of Cost. 

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Avoiding a $20 Million Mistake with Steve Savant and Don Prehn

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A New Retirement Planning Strategy with Steve Savant and Don Prehn. 

The Pothole in Wealth Management
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Good Logic vs. Bad Logic

Executive Trifecta
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Bob Ritter's PowerPoint on Executive Trifecta:  A Key Executive should have life insurance coverage to indemnify the business.

Charitable and Family Gifts
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Testing Financial Tolerance for Charitable and Family Gifts

Premium Financing System
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Bob Ritter's PowerPoint show of the Premium Financing System using case studies.

InsMark Leveraged Compensation System
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InsMark Leveraged Compensation System

Deferred Annuity
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Deferred Annuity -- Great for Living / Bad for Dying

Loan-Based Split Dollar
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Loan-Based Split Dollar

Loan-Based Private Split Dollar
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Loan-Based Private Split Dollar

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Adding Key Executive Coverage

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Exceptional Benefits for Outstanding Executives

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Anyone Want a Free Dog?

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Dollars of Benefits for Pennies of Cost

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If Something Important You Believe To Be True Turns Out To Be Wrong

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The Cost of Waiting

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Let’s Make Sure the Girls Go to College

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Checkmate® Selling

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An Easy Charitable Legacy

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Charitable IRA

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If We Sell Our Business, Can We Afford to Retire?

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Tom and Kristin’s Retirement Planning

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Wealth Preservation Video

Software Help (Training, FAQs, Downloads, etc.)

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InsMark Illustration System Tutorial

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 Wealthy and Wise Tutorial

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Don Prehn shows you how easy it is to link your life insurance data into any InsMark Illustration System.

InsMark Illustration System - Where do I begin...
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Step by Step instructions for using the InsMark Illustration System. 

Wealthy and Wise Comparison
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Step by Step instructions for creating a Comparison in Wealthy and Wise ®

InsMark Presents IIS
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 How To Use The InsMark Illustration System

How To Use Wealthy and Wise
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How To Use Wealthy and Wise - Part 1

How To Use Wealthy and Wise
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How To Use Wealthy and Wise - Part 2

Creating a Scenario in Wealthy and Wise
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Step by Step instructions for creating a Scenario in Wealthy and Wise®. 

Exporting DOD Documents
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Step by Step instructions for Exporting Documents from DOD.

 

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Blog #83: Presentation Keystrokes Video

Moving your InsMark to a New Computer
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Instructions for moving all of your InsMark System(s) installed on your hard disk to a new Computer.

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Julie Nayeri explains how to copy and paste Source Data into any InsMark System.

Beyond InsMark - Service Providers Who Can Enhance Your InsMark Experience

All Mine!

Zero Split Case Premium Financing

Go Team!

Advisers working together can overcome even the biggest financial problems!

Premium Financing Market w/ Kim Coulter and Ken Buckley

The Incredible and Growing Premium Finance Market from Kim Coulter and Ken Buckley.

Collaborating with CPAs - The Buckley Group

Finding Clients For Large Case Premium Financing . . . Just Got Easier!

Unlock your Retirement Plan Assets
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How To Substantially Increase The After Tax Income From IRA and Qualified Plan Assets

The Power of Zero - David McKnight
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The Power of Zero with author, David McKnight.  

American Tax Planning Institute

The American Tax Planning Institute (ATPI): Learn what the ATPI can do to help your practice grow through marketing, mentoring and training

InsMark Estate Planning Center

You Can Profit Using the InsMark Estate Planning Center (IEPC)

InsMark Estate Planning Demo

A Full Demonstration of the InsMark Estate Planning Center Online Platform

Premium Financing For The Small Case Market

Premium Financing For The Small Case Market

InsMark Affiliate Relationships with DIS (Disability Insurance Services).

Why most small businesses are underinsured.  

Don Prehn speaks at the 2013 Symposium about the InsMark Business Valuator.

The InsMark Advanced Consulting Group

InsMark’s Advanced Consulting Group (ACG): Learn how ACG can help you expand your service platform to a much broader range of individual and corporate clients.

Maybe The Best Lead Generation Idea Ever