Simon Singer, CFP®, CAP®, RFC®, International Forum Member, InsMark Platinum Power Producer®, Encino, CA
"As I’ve said to anyone who will listen, Wealthy and Wise is the best piece of software in the industry."
Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, InsMark Platinum Power Producer®, New York City, New York
"I am writing to give you a ringing endorsement for the Wealthy and Wise System. As you know, I am a LEAP practitioner. The Wealthy and Wise software has helped me supplement my LEAP skills in the over age 60 client base. I have been paid for many cases using Wealthy and Wise as support, the smallest of which was $27,000, the largest was $363,000. With those type of commissions, you would have to be nuts not to buy it."
Kay Corbin, CLU, ChFC, InsMark Platinum Power Producer®, Phoenix, AZ
"InsMark helps us help our clients understand their money and their choices. At every InsMark seminar -- especially the Symposium -- I learn something new that changes what we do and how we can do it more efficiently. That translates to a better bottom line for us and for our clients. It’s making more money for everyone -- just by pushing InsMark buttons on the computer. I wouldn’t miss a Symposium."
Sam Keck, MBA, CLU, CFP, LUTCF, InsMark Platinum Power Producer®, Financial Planner, Denver, CO
"I really thought I knew all the sales techniques that affect my business, but I do now, thanks to InsMark."
William Moates, Jr., InsMark Platinum Power Producer®, Fort Smith, AR
"I have been a user of InsMark since 1999... In fact, it was the InsMark software that assisted me in closing my first big case. It was a 90K Split-Dollar VUL... With InsMark and their illustration of the advantages of the Split Dollar Concept, my sale was completed on my first presentation to my client. I became an InsMark Platinum Power Producer in the fall of 2007, and my presentations have never been the same. I am able to show my clients a complete and comprehensive view of the advantages of their plan. Whether using the InsMark Illustration System, Wealthy and Wise or any other presentation system, InsMark is not an expense, but rather an investment in my firm.
Earlier this year, InsMark allowed me to preview and test their new Premium Financing System. As with all of the InsMark software, this system has proven to be an indispensable addition to my ability to show my clients the advantages in using a "Financed Premium" concept to solve their financial needs. Because if this, I was able to close three large financed premium cases easier and faster than ever before. I no longer need to use the cumbersome and illegible spreadsheets provided to me from other sources. As everyone understands, Premium Finance is a complex and involved concept to undertake. With the InsMark Premium Financing System, I am now able to show my clients a professional rendering of Premium Finance that is concise and easy to understand. As always, InsMark has delivered again. I encourage all who use Premium Finance as a solution to their clients to purchase this system. The cost of the system is not an expense, but rather an investment in your business."
Stewart King, Wealthy and Wise licensee, Bayboro, NC
Bob Ritter’s blogs make me look like a genius! My CPA takes the info, then studies for a week before he says he “gets” it.
Gary Curry, President and CEO, ORBA Insurance Services Inc., InsMark Platinum Power Producer®, Gold River, CA
“Bob Ritter is a master of illustrating complex issues in a simple easy to use manner that definitely helps you better serve your clients.”