Steve Savant is National Marketing Spokesman for Ash Brokerage, an InsMark Agency Platinum Power Producer®. Recently Steve produced a video with Don Prehn, Senior Consultant to InsMark, regarding my recent Blog #58: A New Retirement Planning Strategy. Steve and Don have a very effective explanation of the powerful concepts in that Blog, and I thought you would like to view it.
Steve has given me permission to share the video with my subscribers, and you can view it below.
Click here to visit Blog #58 for a detailed discussion of this concept plus illustrations and graphics.
InsMark’s Digital Workbook Files
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Digital Workbook Files For This Blog
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Licensing
To license Wealthy and Wise, contact Julie Nayeri at julien@insmark.com or 888-InsMark (467-6275). ?Institutional inquiries regarding enterprise licensing should be directed to David Grant, Senior Vice President ? Sales, at dag@insmark.com or (925) 543-0513.
Testimonials
"If you don’t get the client to distinguish cash flow from net worth, you won’t make the case sale. In my experience, Wealthy and Wise is the only system that recognizes this important estate planning component.”
Stephen Rothschild, CLU, ChFC, CRC, RFC, International Forum Member, Saint Louis, MO
“Bob Ritter is a master of illustrating complex issues in a simple easy to use manner that definitely helps you better serve your clients.”
Gary Curry, InsMark Platinum Power Producer®, Gold River, CA
