Wealthy and Wise (Advanced)


Wealthy and Wise (Advanced)

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Wealthy and Wise


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Wealthy and Wise® (Advanced) includes

all the features in Wealthy and Wise®


these current features in

Wealthy and Wise® (Advanced):

  • Intentionally defective grantor trust (IDGT)
  • Gifts of current liquid and illiquid assets to the IDGT
  • Discounted sales of illiquid assets to an IDGT
  • Include single life and survivor life insurance in the IDGT
  • Grantor access to the IDGT using withdrawals from specific assets
  • One-click calculations for charitable bequests of specific liquid and illiquid assets
  • One-click calculations for Zero Estate Tax plans
            Planned future enhancements for Wealthy and Wise (Advanced)
If you’re not using Wealthy and Wise, pray your competition isn’t either.™


InsMark Illustrations that Link with Wealthy and Wise (Advanced)


You can easily import data from each InsMark Illustration benefit alternative into Wealthy and Wise (Advanced) for retirement or estate planning:

  • Executive Bonus Plan  and Controlled Executive Bonus Plan
  • Endorsement and Collateral Assignment Split Dollar
  • Bonus Financing of an Executive Bonus Plan by Bank Loans
  • Executive-Owned Split-Dollar Funded by Company Loans (Loan-Based Split Dollar)
  • Premium Financing Funded by Bank Loans
  • Premium Financing / Split Dollar (Personally- or Trust-Owned) Funded by Bank Loans (with Possible Deductions for Bank Loan Interest)
  • Leveraged Executive Bonus
  • Leveraged Deferred Compensation
  • Leveraged 401(k) Look-Alike

Planned enhancements for Wealthy and Wise® (Advanced) are:

  • Grantor Trust-Owned Loan Regime Split-Dollar Funded by Company Loans
  • Grantor Trust-Owned Loan Regime Private Split-Dollar Funded by Personal Loans
  • Grantor Trust-Owned Premium Financing Funded by Bank Loans
  • Grantor access to the IDGT assets using secured loans
  • Multiple IDGTs including Existing IDGTs
  • Grantor access to assets in the IDGTs using loans secured by specific assets
  • Self-Completing Installment Notes (SCINs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Charitable Remainder Annuity Trust (CRATs)
  • Charitable Remainder Trusts (CRTs)

Note: Planned enhancements assume Congress does not eliminate any strategies.



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