Big news!

InsMark has released Version 21.0 of Documents On A Disk (“DOD”).  Not only do you have the new platform, but you also have access to key new features, all of which you can review below.

The new DOD:

• There are 1,542 specimen documents with over 6,000 pages of material for just about any buy-sell, executive benefit, retirement planning, estate planning, and charitable planning concept you can think of.
• Those 1,542 specimen documents are organized into 233 document sets that will add considerably to your technical library.
• Each of the 233 sets includes a Highlights of the Plan written in layman’s language that can double as a Preface for many of your product illustrations.
• The new Hitchhiker™ app is part of Version 21.0 and will be invaluable for developing relationships with attorneys and CPAs (more on this below).

Here are three quick examples of how the new cloud-based Documents On A Disk can directly assist your sales:

Case Study #1:  You are presenting a life insurance illustration for funding a Corporation Cross Purchase Buy-Sell with Insurance Owned by an LLC.  How long and hard would you look for a layman’s explanation of this concept -- and likely never find it?  The Highlight of this plan in DOD is a perfect companion to your illustrations for this buy-sell arrangement (there are 39 other buy-sell strategies).

Case Study #2:  You are presenting a Pension Maximization Plan to a retiring executive and would like to include a Preface outlining the features.  The Highlights of the Plan for Spousal Waiver of Joint & Survivor Annuity that is part of the Key Employee Benefit Plans section of document sets is perfect as a Preface to your presentation.

Case Study #3:  You are presenting a Wealth Replacement Trust in association with a Stretch IRA recommendation and would like a concise summary of the Stretch IRA and how it works.  The Highlights of the Plan for Wealth Transfer - Stretch IRA that is part of the Wealth Transfer Plan section of document sets can work as a Preface to your presentation.

There are hundreds of other possibilities for use of the Highlights of the Plans as an introduction to your product presentations.  Each Highlight you select for this purpose can be exported in an editable form so you can modify it to correspond precisely with your case.

In addition to the Highlights, each of the 233 sets contains a Technical Preface addressing the client’s legal and tax advisers, as well as all the specimen documents needed to implement the concept (Resolutions, Agreements, ERISA documents, Summary Letters, Checklists, etc.).

Many of the documents sets also have explanatory Flow Charts to enhance your product presentation.

See below for one of the hot new features of DOD, the Hitchhiker app.

Fees for Version 21.0:

Never licensed for Documents On A Disk:  Initial fee of $399 and $9.95 a month.

Licensees for Version 20.0 and lower:  $9.95 a month.  All the way back to Version 1.0 (1986) -- if you were ever licensed for Documents On A Disk, Version 21.0 is just $9.95 a month.  Use the promo code DOD4ME to waive the $399 initial fee.

InsMark Power Producers:  The new version has automatically been made available with no increase in fees for this exclusive group.

Click here to go to the DOD training website to learn more about Version 21.0.

Click here to order Version 21.0. (Don’t forget DOD4ME if you’ve ever had DOD.)

Contact Julie Nayeri at julien@insmark.com if you have any questions.

Hitchhiker™ App (one of the new features in DOD):

The Hitchhiker app is provided as part of your license, and Hitchhiker will help develop and enhance relationships with other individuals outside of your profession.

Hitchhiker lets you create your own customized Hitchhiker link, and you can insert this link into any email or instant message that you send out.

When the recipient (likely an attorney or CPA) clicks on your Hitchhiker link, they go to your individualized Hitchhiker site that does two things:

First, it provides a library where only the “Highlights” for each of the 233 document sets in DOD can be reviewed and/or downloaded.

Second, your designee is then encouraged to request the specimen plan documents from you directly for any of the DOD document sets that interest him or her.

The value of this feature is that Hitchhiker lets you know what concept is of current interest to your designee and provides you with a specific reason to follow up for possible selling opportunities.

InsMark has no objection if you charge for documents that you provide to attorneys and CPAs although we believe the opportunity to develop expanded relationships with these individuals may well indicate no charge for requested documents.

Click here to learn even more about Hitchhiker including a video.

Click here to review five pages of additional new features that have been added to Version 21.0 of DOD.

Welcome aboard Version 21.0 of Documents On A Disk.  Good luck and good selling!

Important Note:  This information in this publication 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.