Blog #89: Another Great Video -- IRA Rescue Made Easy

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Following up on Equity Rescue Made Easy last week, Steve Savant and Don Prehn are at it again -- this time with a 5-minute video regarding my Blog #31: IRA Rescue Made Easy.  Equally impressive, I thought you would like to view it.


Blog #89: Another Great Video -- IRA Rescue Made Easy image

We used Wealthy and Wise® to do this IRA Rescue analysis.  Wealthy and Wise evaluations typically require extensive data input as you usually need to enter details of various liquid and illiquid assets.  The IRA Rescue strategy discussed in this Blog requires minimal data input.  I was able to put the case together in about 10 minutes.  If you are brand new to Wealthy and Wise, be sure to ask for the Case Data file (Workbook) below and following its logic should be straightforward.


 

InsMark’s Digital Workbook Files

If you would like some help creating customized versions of the presentations in this Blog for your clients, watch the video below on how to download and use InsMark’s Digital Workbook Files.

Digital Workbook Files For This Blog

Blog89.zip

Download all workbook files for all blogs

Note:  If you are viewing this on a cell phone or tablet, the downloaded Workbook file won’t launch in your InsMark System.  Please forward the Workbook where you can launch it on your PC where your InsMark System(s) are installed.

 

Note:  The Wealthy and Wise workbook shows an example of what we call InsMark Basic, i.e., one with very easy data entry.

2015 InsMark Symposium


We hope to see you at the
2015 InsMark Symposium scheduled for March 27 - 28, 2015, in Las Vegas, Nevada.  There will be many great InsMark concepts and some terrific guest speakers as well.  Attendees tell us it is consistently the best sales and marketing meeting they attend all year, including the MDRT, COT, TOT, and Forum 400.


Contact Julie Nayeri at 888-InsMark (467-6275) or julien@insmark.com to register for the Symposium, or click here to view the Agenda, Breakouts, and optional pre- and post-Symposium Workshops.

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:


“I really thought I knew all the sales techniques that affect my business, but I do now, thanks to InsMark.”
Sam Keck, MBA, CLU, CFP, LUTCF, InsMark Platinum Power Producer®, Financial Planner, Denver, CO

“The Symposium is absolutely a mind blowing experience.”
Larry Gustafson, InsMark Platinum Power Producer®, Denver, CO

“I always wrestle with attending the Symposium or not, but Bob and staff never fail to surpass my expectations. Can’t wait until the next one in March! Great job!”
Jeff Frankhouser, InsMark Platinum Power Producer®, Sturgis, SD