The purpose of this Blog is to review three very powerful rescue plans featuring life insurance alternatives that were featured Case Studies in earlier Blogs, all of which utilize InsMark’s Wealthy and Wise® System:
InsMark’s Digital Workbook Files
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Digital Workbook Files For This Blog
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The three concepts can provide you with an endless source of new clients.
Important Note: ?Many of you are rightly concerned about the potential tax bomb in life insurance that can accidentally be triggered by a careless policyowner. ?Click here to read Blog #51: Avoiding the Tax Bomb in Life Insurance.
Licensing
To license Wealthy and Wise, contact Julie Nayeri at julien@insmark.com or 888-InsMark (467-6275). ?Institutional inquiries should be directed to David Grant, Senior Vice President ? Sales, at dag@insmark.com or 925-543-0513.
Testimonials
“Wealthy and Wise is the best -- and easiest to use -- wealth planning software I have ever seen.”
Simon Singer, CFP?, CAP?, RFC?, The Advisor Consulting Group, InsMark Power Producer, Encino, CA
“The reason I use InsMark products is because they are so good at explaining financial concepts to all three parties: 1) the producer trying to explain the idea; 2) the computer technician trying to illustrate it; 3) the customer trying to understand it.”
Rich Linsday, CLU, AEP, ChFC, Pasadena, CA
Major cases we are developing have all moved along successfully because of the sublime simplicity and communication capability of Wealthy and Wise. ?I guarantee that the proper use of this tool will dramatically raise the professional and personal self-image of any associate who dares to take the time to understand it.”
Phillip Barnhill, CLU, InsMark Power Producer, Minneapolis, MN