Did you miss our May 2021 Virtual Symposium? Don’t worry. Register now for FREE to access the meeting recordings, PowerPoints, and the many resources from our Exhibit Hall Booths. (You don’t need to be licensed for any InsMark products to view our Symposium site.)
If you are interested, don’t delay — registration is available only through September 19 when Cvent, our platform sponsor, takes down our site.
For life insurance professionals, the biggest issue for clients now is how the coming tax increases will impact their financial situation (including retirement and estate planning). This concern presents the most significant opportunity for financial advisors to help clients in recent history. InsMark focuses on giving you the strategies and tools to make the next few years the best ever for your firm.
For the past 35 years, InsMark’s robust suite of software systems has helped financial professionals identify, understand, and capitalize on the most lucrative planning opportunities that arise from market conditions or changes in tax law. Built with creativity, innovation, and real-world expertise, InsMark helps you deliver easy-to-understand solutions to complex financial issues that add tremendous value for your clients. The client problems coming down on us like a runaway freight train make InsMark’s sales and software strategies invaluable resources for you, your practice, and your clients.
InsMark has always concentrated on software enhancements relative to “what do we do now” in response to jolting changes in the tax law. You will be thrilled to see what we have created for you at this Symposium!
Explore full Symposium Details
Review our full Agenda with topics led by industry leaders
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Important Note #1: This information is for educational purposes only. In all cases, the approval of a client’s legal and tax advisers must be secured regarding the implementation or modification of any planning technique as well as the applicability and consequences of new cases, rulings, or legislation upon existing or impending plans.
Important Note #2: The hypothetical values associated with this Blog assume the nonguaranteed values shown continue in all years. This is not likely, and actual results may be more or less favorable. Life insurance illustrations are not valid unless accompanied by a basic illustration from the issuing life insurance company.