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Blogs By Sales Concept
Quick Study Blogs
Best Blogs For InsMark Beginners
Blogs By InsMark Software Product
InsMark Blog Hall Of Fame
Top Blogs of ALL Time (based on user feedback)
QuickView Index
Blogs Listed Chronologically (including a notation showing which InsMark Software Product(s) were used to create each blog’s accompanying sales presentations)

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Blogs By Sales Concept

(click any concept below to advance to desired section)

Annuity Rescue

Business Valuation

Buy Sell Planning

Cash Value Life Insurance vs. Other Investments (Mutual Funds, 401(k)s, etc.)

Charitable Giving

CheckMate® Selling

College Planning

Cost of Waiting

Deferred Compensation (Leveraged Variation using Split-Dollar)

Discounted Dollars

Equity Rescue

Estate Planning and Gifting

Executive Bonus Plans (including Controlled Executive Bonus)

Executive Trifecta

Financial Calculators

General Sales Tips and Other Useful Information

Guest Blogs

Immediate Annuities

Intentionally Defective Grantor Trust (IDGT)

IRA Planning Strategies

Indexed UL vs. Defined Contribution Plans

InsMark Sponsored Webinars

InsMark 2021 Virtual Symposium

Leveraged Funding of Retirement Cash Flow

Long Term Care or Disability Income Sales

Pension Max and Pension Rescue

Permanent vs. Term Comparisons

Premium Financing

Product Comparisons and Analysis

Prospecting

Recommended Coaching Organizations

Retirement Needs Analysis

Retirement Planning and Wealth Management

ROTH Conversions

Social Security Calculators, Analysis and Presentations

Split-Dollar Plans

Survivor Needs Analysis

The Quickest Way To Learn InsMark

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Annuity Rescue

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #62: Review of the Rescue Plans

Blog #10: Annuity Rescue Made Easy

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Business Valuation

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #59: The InsMark Business Valuator – A Powerful Tool For Financial Advisers

Blog #24: Maybe The Best Lead Generation Idea Ever

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Buy Sell Planning

Blog #202: LLC Buy-Sell Strategy for Owners of C or S Corporations (Part 2 - Loan-Regime Split-Dollar for C Corporation and LLC)

Blog #201: Awesome LLC Buy-Sell Strategy for Owners of C and S Corporations (Part 1)

Blog #174: Dual Security Plan

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #143: Premium Financing Opportunities In The Small Case Market

Blog #42: Adding Key Executive Coverage (Part 2 of “Valuing the Business”)

Blog #41: If We Sell Our Business, Can We Afford to Retire?

Blog #22: My Daughter Will Be Running My Business

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Cash Value Life Insurance vs. Other Investments (Mutual Funds, 401(k)s, etc.)

Blog #211: CheckMate® Selling Revisited

Blog #209: Dealing with Termites

Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)

Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)

Blog #198: How Far Will $1,000,000 Go (Part 2) Joe and Annie Jordan’s Comprehensive Retirement Plan

Blog #196: CheckMate® Logic (Part 4 of 4) The Impact of Cash Value Life Insurance on a Retirement Plan

Blog #195: CheckMate® Logic (Part 3 of 4) Religion, Politics, Sex, and Term Insurance

Blog #194: CheckMate® Logic (Part 2 of 4) Measuring the Value of Permanent Life Insurance

Blog #192: 401(k) Look-Alike Meets the Calculation Dynamics of Wealthy and Wise® (Part 2 of 2)

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #184: Knock Your Socks Off (Part 2)

Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?

Blog #179 - Helping Millennials with Financial Decisions

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #170: The Key to More Retirement Cash Flow

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #162: Creative Financial Presentations

Blog #154: Smart Alternatives to Traditional Retirement Plans (Part 4 of 5)

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #151 - The Trump Presidency: How It Will Impact the Sale of Life Insurance Retirement Plans

Blog #150: Smart Alternatives to Traditional Retirement Plans (Part 1 of 5)

Blog #148: More New Logic for Permanent vs. Term (Part 3 of 3)

Blog #147: New Logic for Permanent vs. Term (Part 2 of 3)

Blog #146: New Logic for Permanent vs. Term (Part 1 of 3)

Blog #144: Don’t Burn the Nest Egg®

Blog #142: Increased Taxes Are Coming

Blog #113: Life Insurance Alternatives to a 401(k)

Blog #108: Profit Sharing Plan vs. Indexed Universal Life (Part 3 of 3)

Blog #107: Profit Sharing Plan vs. Indexed Universal Life (Part 2 of 3)

Blog #106: Profit Sharing Plan vs. Indexed Universal Life (Part 1 of 3)

Blog #100: Mysterious Fees for Mutual Funds

Blog #83: Crystal Clear Alternatives   InsMark-Training-Tutorials-Video-Icon

Blog #70: What Exactly is CheckMate® Logic?

Blog #68: A Pretend 401(k) Plan vs. Indexed Universal Life

Blog #61: Sacrificing Cash Flow with a 401(k) Plan

Blog #49: More CheckMate® Selling

Blog #17: CheckMate® Selling

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Charitable Giving

Blog #208: Dollars to Charity for Pennies of Cost

Blog #206: Effective Wealth Planning Regardless of Biden’s Tax Promises - (Case Study: Get the Grantor Trust Into Effect Immediately)

Blog #205: Escaping an Oncoming Financial Nightmare

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #164: Family Net Worth™ - (It’s Irresistible!) Part 2 of 2

Blog #161: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 2 of 2)

Blog #159: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 1 of 2)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #149: New Technology That Creates Radical Opportunities

Blog #141: Strategic Philanthropy

Blog #134: Best Strategy for an IRA (Part 2 of 2)

Blog #133: Best Strategy for an IRA (Part 1 of 2)

Blog #80: Converting Low Yielding Assets into a Charitable Gift Annuity

Blog #57: Messages from Washington Are Often Unpleasant

Blog #56: An Easy Charitable Legacy

Blog #55: Charitable IRA

Blog #54: Dollars to Charity for Pennies of Cost

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CheckMate® Selling

Blog #214: Roth Conversion Magic

Blog #211: CheckMate® Selling Revisited

Blog #209: Dealing with Termites

Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)

Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)

Blog #198: How Far Will $1,000,000 Go (Part 2) Joe and Annie Jordan’s Comprehensive Retirement Plan

Blog #196: CheckMate® Logic (Part 4 of 4) The Impact of Cash Value Life Insurance on a Retirement Plan

Blog #195: CheckMate® Logic (Part 3 of 4) Religion, Politics, Sex, and Term Insurance

Blog #194: CheckMate® Logic (Part 2 of 4) Measuring the Value of Permanent Life Insurance

Blog #193: CheckMate® Logic (Part 1 of 4) When a Client Postpones Purchasing a Policy

Blog #192: 401(k) Look-Alike Meets the Calculation Dynamics of Wealthy and Wise® (Part 2 of 2)

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #184: Knock Your Socks Off (Part 2)

Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?

Blog #179 - Helping Millennials with Financial Decisions

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #170: The Key to More Retirement Cash Flow

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #162: Creative Financial Presentations

Blog #154: Smart Alternatives to Traditional Retirement Plans (Part 4 of 5)

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)

Blog #148: More New Logic for Permanent vs. Term (Part 3 of 3)

Blog #147: New Logic for Permanent vs. Term (Part 2 of 3)

Blog #146: New Logic for Permanent vs. Term (Part 1 of 3)

Blog #144: Don’t Burn the Nest Egg®

Blog #142: Increased Taxes Are Coming

Blog #91: The Best of InsMark at the Symposium

Blog #83: Crystal Clear Alternatives   InsMark-Training-Tutorials-Video-Icon

Blog #49: More CheckMate® Selling

Blog #17: CheckMate® Selling

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College Planning

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #77: Integrated Planning for College and Retirement

Blog #76: Smart Use of Term Coverage for Funding College Costs

Blog #60: Coupling College Funding With Retirement Planning

Blog #47: Tom and Kristin’s Retirement Planning

Blog #46: Let’s Make Sure the Girls Go to College

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Cost of Waiting

Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial)

Blog #193: CheckMate® Logic (Part 1 of 4) When a Client Postpones Purchasing a Policy

Blog #66: Buy Now vs. Buy Later Video

Blog #50: The Cost of Waiting

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Deferred Compensation (Leveraged Variation using Split-Dollar)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #40: Leveraged Deferred Compensation

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Discounted Dollars

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #54: Dollars to Charity for Pennies of Cost  /  Blog #73: The Discounted Dollars Strategy (Part 2 of 2)

Blog #48: Dollars of Benefits for Pennies of Cost  /  Blog #72: The Discounted Dollars Strategy (Part 1 of 2)

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Equity Rescue

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #62: Review of the Rescue Plans

Blog #21: Equity Rescue Made Easy  /  Blog #88: An Exceptional Video -- Equity Rescue Made Easy

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Estate Planning and Gifting

Blog #206: Effective Wealth Planning Regardless of Biden’s Tax Promises - (Case Study: Get the Grantor Trust Into Effect Immediately)

Blog #205: Escaping an Oncoming Financial Nightmare

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #164: Family Net Worth™ - (It’s Irresistible!) Part 2 of 2

Blog #163: Family Net Worth™ - (It’s Irresistible!) Part 1 of 2

Blog #162: Creative Financial Presentations

Blog #161: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 2 of 2)

Blog #160: The Benefits Of Collaboration

Blog #159: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 1 of 2)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #149: New Technology That Creates Radical Opportunities

Blog #145: The $23 Trillion Market

Blog #143: Premium Financing Opportunities In The Small Case Market

Blog #141: Strategic Philanthropy

Blog #139: Finding Clients For Large Case Premium Financing... JUST GOT EASIER

Blog #134: Best Strategy for an IRA (Part 2 of 2)

Blog #133: Best Strategy for an IRA (Part 1 of 2)

Blog #132: The Calculation Magic of Wealthy and Wise®

Blog #130: Should I or Shouldn’t I?

Blog #129: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 3 of 3)

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #57: Messages from Washington Are Often Unpleasant

Blog #56: An Easy Charitable Legacy

Blog #55: Charitable IRA

Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logic™  /  Blog #67: Filling the Pothole in Wealth Planning

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Executive Bonus Plans (including Controlled Executive Bonus)

Blog #218: Attracting and Retaining Key Executives

Blog #204: Leveraged Executive Bonus (Part 2 of 2)

Blog #203: Anybody Want A Free Dog? (Part 1 of 2)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #158: Integrating Executive Benefit Plans with Retirement Planning

Blog #157: Another Good News / Bad News Benefit Plan™ (Part 2 of 2)

Blog #156: Good News / Bad News Executive Benefit Plan™ (Part 1 of 2)

Blog #128: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 2 of 3)

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #93: Maybe the Best Executive Benefit Plan Ever

Blog #91: The Best of InsMark at the Symposium

Blog #75: Golden Handcuffs for Sam Hunt

Blog #45: Controlled Executive Bonus Plan for Life Insurance and Disability Income (Part 5 of “Valuing the Business”)

Blog #44: Alternate Golden Handcuffs for Tom Hamilton (Part 4 of “Valuing the Business”)

Blog #43: Golden Handcuffs for Tom Hamilton (Part 3 of “Valuing the Business”)

Blog #42: Adding Key Executive Coverage (Part 2 of “Valuing the Business”)

Blog #41: If We Sell Our Business, Can We Afford to Retire?

Blog #40: Leveraged Deferred Compensation

Blog #26: Exceptional Benefits for Outstanding Executives  /  Blog #69: Seven Variations of a Great Executive Benefit (including my favorite)

Blog #22: My Daughter Will Be Running My Business

Blog #15: How to Take Money Out of a Business Without Paying Taxes on It -- Legally

Blog #13: A New Look At An Old Idea

Blog #2: Anyone Want a Free Dog?

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Executive Trifecta

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #136: Taking Care of a Rainmaker

Blog #44: Alternate Golden Handcuffs for Tom Hamilton (Part 4 of “Valuing the Business”)

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Financial Calculators

Blog #197: How Far Does $1,000,000 Go (Part 1)

Blog #63: Sometimes You Just Need a Good Calculator

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General Sales Tips and Other Useful Information

Blog #190: Crystal Clear — and Simple

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #170: The Key to More Retirement Cash Flow

Blog #155: Marketing Magnification (Using Online Video)

Blog #143: Premium Financing Opportunities In The Small Case Market

Blog #139: Finding Clients For Large Case Premium Financing... JUST GOT EASIER

Blog #138: The Quickest Way To Learn InsMark

Blog #120: How We Open and Close 30 to 35 Premium Finance Cases Per Year

Blog #116: Advisor Marketing Break Through: How To Have Qualified Prospects Contact You

Blog #111: Part 2 of the Impact of New Regulations on Indexed Universal Life

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #103: Charging Monitoring Fees for a Client’s Wealth Plan

Blog #99: One More Time - The Value of “You” to Your Clients

Blog #98: The Value of “You” to Your Clients (Part 2 of 2)

Blog #97: The Value of “You” to Your Clients (Part 1 of 2)

Blog #94: How to Double Your Affluent Clients

Blog #92: The Prospecting Magic of Endorsed Referrals from CPAs

Blog #86: The #1 Reason Advisors Are NOT Getting Paid What They’re Worth

Blog #85: IRS Says Goodbye to a Tiny Bit of Its Red Tape

Blog #63: Sometimes You Just Need a Good Calculator

Blog #57: Messages from Washington Are Often Unpleasant

Blog #53: “There Wasn’t Nigh As Many As There Was A While Ago”

Blog #33: Referred Leads - How to Use Them Effectively

Blog #32: Documents On A Disk™ is Now in the Cloud

Blog #29: Accessing Upscale Prospects

Blog #28: Notes to Those Beginning to Sell Financial Products

Blog #27: Don’t Buy Yet, I’m Not Finished Selling

Blog #25: Is Indexed Universal Life Too Good To Be True?

Blog #23: Give Yourself Some Wiggle Room

Blog #20: Could Your Case Be Going Down The Drain?

Blog #19: How to Solve the Toughest Part of Your Business

Blog #16: What Do Your Clients Think About You?

Blog #11: You’re Often Dead Without Deadlines

Blog #9: Selling Incognito

Blog #7: If You Think Education Is Expensive, Try Ignorance

Blog #5: It’s Awkward Trying to Sell My Friends

Blog #3: Identifying Good Prospects, Discarding Bad Ones

Blog #1: “Tell Me What’s Wrong With It?”

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Guest Blogs

Blog #137: More On “The Best Policy for My Client”

Blog #132: The Calculation Magic of Wealthy and Wise®

Blog #130: Should I or Shouldn’t I?

Blog #120: How We Open and Close 30 to 35 Premium Finance Cases Per Year

Blog #116: Advisor Marketing Break Through: How To Have Qualified Prospects Contact You

Blog #94: How to Double Your Affluent Clients

Blog #86: The #1 Reason Advisors Are NOT Getting Paid What They’re Worth

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Immediate Annuities

Blog #64: More on Single Premium Immediate Annuities

Blog #63: Sometimes You Just Need a Good Calculator

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Intentionally Defective Grantor Trust (IDGT)

Blog #217: Tax Bombs That Never Exploded

Blog #210: Expert Advice on Estate Planning in a Biden Environment

Blog #206: Effective Wealth Planning Regardless of Biden’s Tax Promises - (Case Study: Get the Grantor Trust Into Effect Immediately)

Blog #205: Escaping an Oncoming Financial Nightmare

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IRA Planning Strategies

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #170: The Key to More Retirement Cash Flow

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #160: The Benefits Of Collaboration

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #150: Smart Alternatives to Traditional Retirement Plans (Part 1 of 5)

Blog #145: The $23 Trillion Market

Blog #140: Zero Taxes for Social Security - InsMark Style

Blog #134: Best Strategy for an IRA (Part 2 of 2)

Blog #133: Best Strategy for an IRA (Part 1 of 2)

Blog #132: The Calculation Magic of Wealthy and Wise®

Blog #129: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 3 of 3)

Blog #81: Economics of a Roth IRA Conversion  /  Blog #105: Stretch, Charitable, Roth (Three Smart IRA Strategies)

Blog #62: Review of the Rescue Plans

Blog #55: Charitable IRA  /  Blog #79: Insurance Sales to Clients with IRAs

Blog #33: Referred Leads - How to Use Them Effectively

Blog #31: IRA Rescue Made Easy  /  Blog #89: Another Great Video -- IRA Rescue Made Easy

Blog #12: Three Smart (and relatively unknown by clients) Tax Strategies for Retirement Accounts

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Indexed UL vs. Defined Contribution Plans

Blog #184: Knock Your Socks Off (Part 2)

Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?

Blog #179 - Helping Millennials with Financial Decisions

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #160: The Benefits Of Collaboration

Blog #154: Smart Alternatives to Traditional Retirement Plans (Part 4 of 5)

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #151 - The Trump Presidency: How It Will Impact the Sale of Life Insurance Retirement Plans

Blog #150: Smart Alternatives to Traditional Retirement Plans (Part 1 of 5)

Blog #131: Don’t Burn the Nest Egg™

Blog #108: Profit Sharing Plan vs. Indexed Universal Life (Part 3 of 3)

Blog #107: Profit Sharing Plan vs. Indexed Universal Life (Part 2 of 3)

Blog #106: Profit Sharing Plan vs. Indexed Universal Life (Part 1 of 3)

Blog #68: A Pretend 401(k) Plan vs. Indexed Universal Life  /  Blog #113: Life Insurance Alternatives to a 401(k)

Blog #61: Sacrificing Cash Flow with a 401(k) Plan  /  Blog #113: Life Insurance Alternatives to a 401(k)

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InsMark Sponsored Webinars

Blog #160: The Benefits Of Collaboration

Blog #155: Marketing Magnification (Using Online Video)

Blog #151 - The Trump Presidency: How It Will Impact the Sale of Life Insurance Retirement Plans

Blog #149: New Technology That Creates Radical Opportunities

Blog #145: The $23 Trillion Market

Blog #143: Premium Financing Opportunities In The Small Case Market

Blog #139: Finding Clients For Large Case Premium Financing... JUST GOT EASIER

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InsMark 2021 Virtual Symposium

Blog #213: Missed our May 2021 Virtual Symposium?

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Leveraged Funding of Retirement Cash Flow

Blog #192: 401(k) Look-Alike Meets the Calculation Dynamics of Wealthy and Wise® (Part 2 of 2)

Blog #191: 401(k) Look-Alike (Part 1 of 2)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #40: Leveraged Deferred Compensation

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Long Term Care or Disability Income Sales

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #102: Linking Indexed UL with Disability Income Insurance (Part 2 of 2)

Blog #101: Linking Indexed UL with Disability Income Insurance (Part 1 of 2)

Blog #6: How To Prove Which Of Your Clients Should Purchase Long Term Care Insurance  /  Blog #74: Long-Term Care - Insure or Self-Insure

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Pension Max and Pension Rescue

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #160: The Benefits Of Collaboration

Blog #145: The $23 Trillion Market

Blog #33: Referred Leads - How to Use Them Effectively

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Permanent vs. Term Comparisons

Blog #209: Dealing with Termites

Blog #196: CheckMate® Logic (Part 4 of 4) The Impact of Cash Value Life Insurance on a Retirement Plan

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #148: More New Logic for Permanent vs. Term (Part 3 of 3)

Blog #147: New Logic for Permanent vs. Term (Part 2 of 3)

Blog #146: New Logic for Permanent vs. Term (Part 1 of 3)

Blog #124: More on the Siren Song of “Buy Term and Invest the Difference”

Blog #123: The Siren Song of “Buy Term and Invest the Difference”

Blog #122: Term Insurance for $1.00

Blog #111: Part 2 of the Impact of New Regulations on Indexed Universal Life

Blog #108: Profit Sharing Plan vs. Indexed Universal Life (Part 3 of 3)

Blog #84: “Why Pay $22,753 for Something You Could Get for $700?”

Blog #78: More on How to Smite a Termite

Blog #49: More CheckMate® Selling  /  Blog #70: What Exactly is CheckMate® Logic?

Blog #39: More on the Magic of Indexed Universal Life

Blog #37: Four Ways to Smite a Termite

Blog #36: The Magic of Indexed Universal Life

Blog #17: CheckMate® Selling

Blog #4: If Something Important You Believe To Be True Turns Out To Be Wrong, When Would You Want To Know About I?

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Premium Financing

Blog #220: Testing Financial Tolerance for Zero Estate Tax™

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #164: Family Net Worth™ - (It’s Irresistible!) Part 2 of 2

Blog #163: Family Net Worth™ - (It’s Irresistible!) Part 1 of 2

Blog #160: The Benefits Of Collaboration

Blog #143: Premium Financing Opportunities In The Small Case Market

Blog #139: Finding Clients For Large Case Premium Financing... JUST GOT EASIER

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #126: The Leverage of Bank Funded Estate Liquidity

Blog #120: How We Open and Close 30 to 35 Premium Finance Cases Per Year

Blog #99: One More Time - The Value of “You” to Your Clients

Blog #98: The Value of “You” to Your Clients (Part 2 of 2)

Blog #96: Retirement Cash Flow Funded by Premium Financing

Blog #18: Premium Financing Meets Wealthy And Wise®

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Product Comparisons and Analysis

Blog #214: Roth Conversion Magic

Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)

Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)

Blog #198: How Far Will $1,000,000 Go (Part 2) Joe and Annie Jordan’s Comprehensive Retirement Plan

Blog #197: How Far Does $1,000,000 Go (Part 1)

Blog #196: CheckMate® Logic (Part 4 of 4) The Impact of Cash Value Life Insurance on a Retirement Plan

Blog #195: CheckMate® Logic (Part 3 of 4) Religion, Politics, Sex, and Term Insurance

Blog #194: CheckMate® Logic (Part 2 of 4) Measuring the Value of Permanent Life Insurance

Blog #193: CheckMate® Logic (Part 1 of 4) When a Client Postpones Purchasing a Policy

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #184: Knock Your Socks Off (Part 2)

Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?

Blog #179 - Helping Millennials with Financial Decisions

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #170: The Key to More Retirement Cash Flow

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #164: Family Net Worth™ - (It’s Irresistible!) Part 2 of 2

Blog #163: Family Net Worth™ - (It’s Irresistible!) Part 1 of 2

Blog #162: Creative Financial Presentations

Blog #154: Smart Alternatives to Traditional Retirement Plans (Part 4 of 5)

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #150: Smart Alternatives to Traditional Retirement Plans (Part 1 of 5)

Blog #148: More New Logic for Permanent vs. Term (Part 3 of 3)

Blog #137: More On “The Best Policy for My Client”

Blog #119: Which is the Best Policy for My Clients? (Part 3)

Blog #118: Which is the Best Policy for My Clients? (Part 2)

Blog #117: Which is the Best Policy for My Clients? (Part 1)

Blog #111: Part 2 of the Impact of New Regulations on Indexed Universal Life

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #52: Participating Loans vs. Fixed Loans

Blog #51: Avoiding the Tax Bomb in Life Insurance

Blog #25: Is Indexed Universal Life Too Good To Be True?

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Prospecting

Blog #215: Three Good Ideas

Blog #192: 401(k) Look-Alike Meets the Calculation Dynamics of Wealthy and Wise® (Part 2 of 2)

Blog #182: Endorsement Split-Dollar with Salary Continuation at Retirement

Blog #181: Endorsement Split-Dollar with Optional Transfer

Blog #179 - Helping Millennials with Financial Decisions

Blog #178: Coordinating Exceptional Split-Dollar™ with Wealthy and Wise® (Part 2 of 2)

Blog #177: Exceptional Split-Dollar™ (Part 1 of 2) New Premises and Conditions (Including a “Jim Harbaugh” Variation)

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #174: Dual Security Plan

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #151 - The Trump Presidency: How It Will Impact the Sale of Life Insurance Retirement Plans

Blog #116: Advisor Marketing Break Through: How To Have Qualified Prospects Contact You

Blog #94: How to Double Your Affluent Clients

Blog #92: The Prospecting Magic of Endorsed Referrals from CPAs

Blog #86: The #1 Reason Advisors Are NOT Getting Paid What They’re Worth

Blog #29: Accessing Upscale Prospects

Blog #22: My Daughter Will Be Running My Business

Blog #20: Could Your Case Be Going Down The Drain?

Blog #16: What Do Your Clients Think About You?

Blog #9: Selling Incognito

Blog #5: It’s Awkward Trying to Sell My Friends

Blog #3: Identifying Good Prospects, Discarding Bad Ones

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Recommended Coaching Organizations

Blog #212: InsMark’s Introduction to an Outstanding Coach

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Retirement Needs Analysis

Blog #206: Effective Wealth Planning Regardless of Biden’s Tax Promises - (Case Study: Get the Grantor Trust Into Effect Immediately)

Blog #205: Escaping an Oncoming Financial Nightmare

Blog #190: Crystal Clear — and Simple

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #184: Knock Your Socks Off (Part 2)

Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?

Blog #179 - Helping Millennials with Financial Decisions

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #170: The Key to More Retirement Cash Flow

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #151 - The Trump Presidency: How It Will Impact the Sale of Life Insurance Retirement Plans

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Retirement Planning and Wealth Management

Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise

Blog #220: Testing Financial Tolerance for Zero Estate Tax™

Blog #214: Roth Conversion Magic

Blog #211: CheckMate® Selling Revisited

Blog #210: Expert Advice on Estate Planning in a Biden Environment

Blog #209: Dealing with Termites

Blog #202: LLC Buy-Sell Strategy for Owners of C or S Corporations (Part 2 - Loan-Regime Split-Dollar for C Corporation and LLC)

Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)

Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)

Blog #198: How Far Will $1,000,000 Go (Part 2) Joe and Annie Jordan’s Comprehensive Retirement Plan

Blog #197: How Far Does $1,000,000 Go (Part 1)

Blog #196: CheckMate® Logic (Part 4 of 4) The Impact of Cash Value Life Insurance on a Retirement Plan

Blog #195: CheckMate® Logic (Part 3 of 4) Religion, Politics, Sex, and Term Insurance

Blog #194: CheckMate® Logic (Part 2 of 4) Measuring the Value of Permanent Life Insurance

Blog #193: CheckMate® Logic (Part 1 of 4) When a Client Postpones Purchasing a Policy

Blog #192: 401(k) Look-Alike Meets the Calculation Dynamics of Wealthy and Wise® (Part 2 of 2)

Blog #191: 401(k) Look-Alike (Part 1 of 2)

Blog #190: Crystal Clear — and Simple

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #184: Knock Your Socks Off (Part 2)

Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?

Blog #182: Endorsement Split-Dollar with Salary Continuation at Retirement

Blog #181: Endorsement Split-Dollar with Optional Transfer

Blog #179 - Helping Millennials with Financial Decisions

Blog #178: Coordinating Exceptional Split-Dollar™ with Wealthy and Wise® (Part 2 of 2)

Blog #177: Exceptional Split-Dollar™ (Part 1 of 2) New Premises and Conditions (Including a “Jim Harbaugh” Variation)

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #174: Dual Security Plan

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #170: The Key to More Retirement Cash Flow

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #164: Family Net Worth™ - (It’s Irresistible!) Part 2 of 2

Blog #163: Family Net Worth™ - (It’s Irresistible!) Part 1 of 2

Blog #162: Creative Financial Presentations

Blog #161: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 2 of 2)

Blog #160: The Benefits Of Collaboration

Blog #159: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 1 of 2)

Blog #158: Integrating Executive Benefit Plans with Retirement Planning

Blog #157: Another Good News / Bad News Benefit Plan™ (Part 2 of 2)

Blog #156: Good News / Bad News Executive Benefit Plan™ (Part 1 of 2)

Blog #154: Smart Alternatives to Traditional Retirement Plans (Part 4 of 5)

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #150: Smart Alternatives to Traditional Retirement Plans (Part 1 of 5)

Blog #148: More New Logic for Permanent vs. Term (Part 3 of 3)

Blog #147: New Logic for Permanent vs. Term (Part 2 of 3)

Blog #146: New Logic for Permanent vs. Term (Part 1 of 3)

Blog #145: The $23 Trillion Market

Blog #143: Premium Financing Opportunities In The Small Case Market

Blog #144: Don’t Burn the Nest Egg®

Blog #142: Increased Taxes Are Coming

Blog #140: Zero Taxes for Social Security - InsMark Style

Blog #136: Taking Care of a Rainmaker

Blog #135: Merging College and Retirement Planning

Blog #134: Best Strategy for an IRA (Part 2 of 2)

Blog #133: Best Strategy for an IRA (Part 1 of 2)

Blog #132: The Calculation Magic of Wealthy and Wise®

Blog #131: Don’t Burn the Nest Egg™

Blog #130: Should I or Shouldn’t I?

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #121: We Don’t Need the RMDs

Blog #112: Retirement Planning Strategies Using Indexed Universal Life

Blog #109: The Key to Tax-Efficient Strategies in Retirement Planning

Blog #103: Charging Monitoring Fees for a Client’s Wealth Plan

Blog #99: One More Time - The Value of “You” to Your Clients

Blog #98: The Value of “You” to Your Clients (Part 2 of 2)

Blog #97: The Value of “You” to Your Clients (Part 1 of 2)

Blog #91: The Best of InsMark at the Symposium

Blog #87: No Income Tax on Social Security Retirement Benefits

Blog #71: When Life Insurance Doesn’t Work -- or Does It?  /  Blog #104: Good Logic vs. Bad Logic™ (It’s All About the Math)

Blog #68: A Pretend 401(k) Plan vs. Indexed Universal Life

Blog #64: More on Single Premium Immediate Annuities

Blog #60: Coupling College Funding With Retirement Planning

Blog #58: A New Retirement Planning Strategy  /  Blog #65: An Exceptional Video on Retirement Planning

Blog #47: Tom and Kristin’s Retirement Planning  /  Blog #77: Integrated Planning for College and Retirement

Blog #41: If We Sell Our Business, Can We Afford to Retire?

Blog #38: Avoiding a $20 Million Mistake  /  Blog #90: Video on Avoiding a $20 Million Mistake

Blog #35: Revisiting the Pothole in Wealth Planning (Good Logic vs. Bad Logic™)  /  Blog #104: Good Logic vs. Bad Logic™ (It’s All About the Math)

Blog #14: The #1 Financial Concern of Most People? Running Out of Money!

Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logic™  /  Blog #67: Filling the Pothole in Wealth Planning

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ROTH Conversions

Blog #214: Roth Conversion Magic

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #160: The Benefits Of Collaboration

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #150: Smart Alternatives to Traditional Retirement Plans (Part 1 of 5)

Blog #140: Zero Taxes for Social Security – InsMark Style

Blog #135: Merging College and Retirement Planning

Blog #134: Best Strategy for an IRA (Part 2 of 2)

Blog #133: Best Strategy for an IRA (Part 1 of 2)

Blog #132: The Calculation Magic of Wealthy and Wise®

Blog #129: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 3 of 3)

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #121: We Don’t Need the RMDs

Blog #91: The Best of InsMark at the Symposium

Blog #81: Economics of a Roth IRA Conversion  /  Blog #105: Stretch, Charitable, Roth (Three Smart IRA Strategies)

Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logi?  /  Blog #67: Filling the Pothole in Wealth Planning

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Social Security Calculators, Analysis and Presentations

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #140: Zero Taxes for Social Security – InsMark Style

Blog #87: No Income Tax on Social Security Retirement Benefits

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Split-Dollar Plans

Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise

Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University)

Blog #204: Leveraged Executive Bonus (Part 2 of 2)

Blog #202: LLC Buy-Sell Strategy for Owners of C or S Corporations (Part 2 - Loan-Regime Split-Dollar for C Corporation and LLC)

Blog #192: 401(k) Look-Alike Meets the Calculation Dynamics of Wealthy and Wise® (Part 2 of 2)

Blog #182: Endorsement Split-Dollar with Salary Continuation at Retirement

Blog #181: Endorsement Split-Dollar with Optional Transfer

Blog #178: Coordinating Exceptional Split-Dollar™ with Wealthy and Wise® (Part 2 of 2)

Blog #177: Exceptional Split-Dollar™ (Part 1 of 2) New Premises and Conditions (Including a “Jim Harbaugh” Variation)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #161: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 2 of 2)

Blog #159: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 1 of 2)

Blog #157: Another Good News / Bad News Benefit Plan™ (Part 2 of 2)

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #75: Golden Handcuffs for Sam Hunt

Blog #40: Leveraged Deferred Compensation

Blog #15: How to Take Money Out of a Business Without Paying Taxes on It -- Legally

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Survivor Needs Analysis

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #95: How Much Do I Really Need?

Blog #46: Let’s Make Sure the Girls Go to College

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The Quickest Way To Learn InsMark

Blog #138: The Quickest Way To Learn InsMark

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Quick Study Blogs
(Best Blogs To Quickly Learn The InsMark Software Products)

Note:  For the best results, start by reviewing Blog #138 “The Quickest Way To Learn InsMark”, then review the blogs below for the desired InsMark product.

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Life Plan System

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #49: More CheckMate® Selling  /  Blog #70: What Exactly is CheckMate® Logic?

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InsMark Illustration System

Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)

Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)

Blog #197: How Far Does $1,000,000 Go (Part 1)

Blog #195: CheckMate® Logic (Part 3 of 4) Religion, Politics, Sex, and Term Insurance

Blog #194: CheckMate® Logic (Part 2 of 4) Measuring the Value of Permanent Life Insurance

Blog #193: CheckMate® Logic (Part 1 of 4) When a Client Postpones Purchasing a Policy

Blog #190: Crystal Clear — and Simple

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #184: Knock Your Socks Off (Part 2)

Blog #180: A New Look at Various Financial Alternatives (It Will Knock Your Socks Off)

Blog #179 - Helping Millennials with Financial Decisions

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #162: Creative Financial Presentations

Blog #154: Smart Alternatives to Traditional Retirement Plans (Part 4 of 5)

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #142: Increased Taxes Are Coming

Blog #134: Best Strategy for an IRA (Part 2 of 2)

Blog #123: The Siren Song of “Buy Term and Invest the Difference”

Blog #119: Which is the Best Policy for My Clients? (Part 3)

Blog #118: Which is the Best Policy for My Clients? (Part 2)

Blog #117: Which is the Best Policy for My Clients? (Part 1)

Blog #113: Life Insurance Alternatives to a 401(k)

Blog #112: Retirement Planning Strategies Using Indexed Universal Life

Blog #111: Part 2 of the Impact of New Regulations on Indexed Universal Life

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #95: How Much Do I Really Need?

Blog #68: A Pretend 401(k) Plan vs. Indexed Universal Life

Blog #48: Dollars of Benefits for Pennies of Cost

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Wealthy and Wise® System

Blog #214: Roth Conversion Magic

Blog #198: How Far Will $1,000,000 Go (Part 2) Joe and Annie Jordan’s Comprehensive Retirement Plan

Blog #196: CheckMate® Logic (Part 4 of 4) The Impact of Cash Value Life Insurance on a Retirement Plan

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #178: Coordinating Exceptional Split-Dollar™ with Wealthy and Wise® (Part 2 of 2)

Blog #177: Exceptional Split-Dollar™ (Part 1 of 2) New Premises and Conditions (Including a “Jim Harbaugh” Variation)

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #162: Creative Financial Presentations

Blog #133: Best Strategy for an IRA (Part 1 of 2)

Blog #132: The Calculation Magic of Wealthy and Wise®

Blog #130: Should I or Shouldn’t I?

Blog #124: More on the Siren Song of “Buy Term and Invest the Difference”

Blog #113: Life Insurance Alternatives to a 401(k)

Blog #112: Retirement Planning Strategies Using Indexed Universal Life

Blog #104: Good Logic vs. Bad Logic™ (It’s All About the Math)

Blog #67: Filling the Pothole in Wealth Planning

Blog #61: Sacrificing Cash Flow with a 401(k) Plan

Blog #38: Avoiding a $20 Million Mistake

Blog #35: Revisiting the Pothole in Wealth Planning (Good Logic vs. Bad Logic™)

Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logic™

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Cloud-Based Documents On A Disk

Go to www.documentsonadisk.com for more information.

Go here to purchase DOD www.insmark.com/products/cloud-based-documents-disk.

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Leveraged Compensation System

Blog #114: Leveraged Deferred Compensation (Part 1)

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Loan-Based Split Dollar System

Blog #177: Exceptional Split-Dollar™ (Part 1 of 2) New Premises and Conditions (Including a “Jim Harbaugh” Variation)

Blog #157: Another Good News / Bad News Benefit Plan™ (Part 2 of 2)

Blog #75: Golden Handcuffs for Sam Hunt

Blog #15: How to Take Money Out of a Business Without Paying Taxes on It -- Legally

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Premium Financing System

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #126: The Leverage of Bank Funded Estate Liquidity

Blog #96: Retirement Cash Flow Funded by Premium Financing

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InsMark Business Valuator

Blog #59: The InsMark Business Valuator – A Powerful Tool For Financial Advisers

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Blogs By InsMark Software Product

(Click On One Of The InsMark Systems Below To Find All Blogs For That Product)

The Life Plan System (LPS) — All Blogs

The InsMark Illustration System (IIS) — All Blogs

The Wealthy and Wise System (WAW) — All Blogs

The Wealthy and Wise System (WAW) - ADVANCED — All Blogs

Cloud-Based Documents On A Disk (DOD) — All Blogs

The Leveraged Compensation System (LCS) — All Blogs

The Loan-Based Split-Dollar System (LBSD) — All Blogs

The Premium Financing System (PFS) — All Blogs

The InsMark Business Valuator (IBV) — All Blogs

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The Life Plan System (LP)

Blog #190: Crystal Clear — and Simple

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #83: Crystal Clear Alternatives   InsMark-Training-Tutorials-Video-Icon

Blog #70: What Exactly is CheckMate® Logic?

Blog #49: More CheckMate® Selling

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The InsMark Illustration System (IIS)

Blog #218: Attracting and Retaining Key Executives

Blog #211: CheckMate® Selling Revisited

Blog #209: Dealing with Termites

Blog #208: Dollars to Charity for Pennies of Cost

Blog #203: Anybody Want A Free Dog? (Part 1 of 2)

Blog #202: LLC Buy-Sell Strategy for Owners of C or S Corporations (Part 2 - Loan-Regime Split-Dollar for C Corporation and LLC)

Blog #201: Awesome LLC Buy-Sell Strategy for Owners of C and S Corporations (Part 1)

Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)

Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)

Blog #195: CheckMate® Logic (Part 3 of 4) Religion, Politics, Sex, and Term Insurance

Blog #194: CheckMate® Logic (Part 2 of 4) Measuring the Value of Permanent Life Insurance

Blog #193: CheckMate® Logic (Part 1 of 4) When a Client Postpones Purchasing a Policy

Blog #191: 401(k) Look-Alike (Part 1 of 2)

Blog #190: Crystal Clear — and Simple

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #184: Knock Your Socks Off (Part 2)

Blog #182: Endorsement Split-Dollar with Salary Continuation at Retirement

Blog #181: Endorsement Split-Dollar with Optional Transfer

Blog #179 - Helping Millennials with Financial Decisions

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #174: Dual Security Plan

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #170: The Key to More Retirement Cash Flow

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #158: Integrating Executive Benefit Plans with Retirement Planning

Blog #156: Good News / Bad News Executive Benefit Plan™ (Part 1 of 2)

Blog #154: Smart Alternatives to Traditional Retirement Plans (Part 4 of 5)

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Personal Insurance Modules

Permanent vs. Term

Blog #147: New Logic for Permanent vs. Term (Part 2 of 3)

Blog #146: New Logic for Permanent vs. Term (Part 1 of 3)

Blog #123: The Siren Song of “Buy Term and Invest the Difference”

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #111: Part 2 of the Impact of New Regulations on Indexed Universal Life

Blog #108: Profit Sharing Plan vs. Indexed Universal Life (Part 3 of 3)

Blog #91: The Best of InsMark at the Symposium

Blog #84: “Why Pay $22,753 for Something You Could Get for $700?”

Blog #78: More on How to Smite a Termite

Blog #49: More CheckMate® Selling

Blog #39: More on the Magic of Indexed Universal Life

Blog #37: Four Ways to Smite a Termite

Blog #36: The Magic of Indexed Universal Life

Blog #4: If Something Important You Believe To Be True Turns Out To Be Wrong, When Would You Want To Know About It?

Other Investments vs. Your Policy

Blog #131: Don’t Burn the Nest Egg™

Blog #122: Term Insurance for $1.00

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #108: Profit Sharing Plan vs. Indexed Universal Life (Part 3 of 3)

Blog #106: Profit Sharing Plan vs. Indexed Universal Life (Part 1 of 3)

Blog #99: One More Time - The Value of “You” to Your Clients

Blog #83: Crystal Clear Alternatives   InsMark-Training-Tutorials-Video-Icon

Blog #68: A Pretend 401(k) Plan vs. Indexed Universal Life

Blog #61: Sacrificing Cash Flow with a 401(k) Plan

Blog #43: Golden Handcuffs for Tom Hamilton (Part 3 of “Valuing the Business”)

Blog #40: Leveraged Deferred Compensation

Various Financial Alternatives

Blog #142: Increased Taxes Are Coming

Blog #135: Merging College and Retirement Planning

Blog #117: Which is the Best Policy for My Clients? (Part 1)

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #100: Mysterious Fees for Mutual Funds

Blog #91: The Best of InsMark at the Symposium

Blog #83: Crystal Clear Alternatives   InsMark-Training-Tutorials-Video-Icon

Blog #49: More CheckMate® Selling

Blog #17: CheckMate® Selling

Cost of Waiting

Blog #50: The Cost of Waiting

Comparison of Any Two Insurance Plans

Blog #137: More On “The Best Policy for My Client”

Blog #119: Which is the Best Policy for My Clients? (Part 3)

Blog #118: Which is the Best Policy for My Clients? (Part 2)

Blog #117: Which is the Best Policy for My Clients? (Part 1)

Blog #52: Participating Loans vs. Fixed Loans

Illustration of Values

Blog #144: Don’t Burn the Nest Egg®

Blog #135: Merging College and Retirement Planning

Blog #131: Don’t Burn the Nest Egg™

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #112: Retirement Planning Strategies Using Indexed Universal Life

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #107: Profit Sharing Plan vs. Indexed Universal Life (Part 2 of 3)

Blog #102: Linking Indexed UL with Disability Income Insurance (Part 2 of 2)

Blog #100: Mysterious Fees for Mutual Funds

Blog #88: An Exceptional Video -- Equity Rescue Made Easy

Blog #84: “Why Pay $22,753 for Something You Could Get for $700?”

Blog #83: Crystal Clear Alternatives   InsMark-Training-Tutorials-Video-Icon

Blog #81: Economics of a Roth IRA Conversion

Blog #60: Coupling College Funding With Retirement Planning

Blog #58: A New Retirement Planning Strategy

Blog #47: Tom and Kristin’s Retirement Planning

Blog #42: Adding Key Executive Coverage (Part 2 of “Valuing the Business”)

Blog #21: Equity Rescue Made Easy

Life Plan Illustration

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #83: Crystal Clear Alternatives   InsMark-Training-Tutorials-Video-Icon

Blog #49: More CheckMate® Selling

Dollars of Benefits for Pennies of Cost

Blog #48: Dollars of Benefits for Pennies of Cost

401(k) Plan Split Funded with Life Insurance

N/A

Pension Maximizer Analysis

N/A

Mortgage Plan

N/A

Funding Estate Liquidity with Discounted Dollars

N/A

Dynasty Trust vs. Non-Dynasty Trust

N/A

Charitable Giving Plan

N/A

Dollars to Charity for Pennies of Cost

Blog #54: Dollars to Charity for Pennies of Cost

 

Executive Benefits Modules

Salary Continuation/Deferred Compensation (COLI)

N/A

Survivor Income (Death Benefit Only)

N/A

Executive Trifecta

Blog #136: Taking Care of a Rainmaker

Blog #44: Alternate Golden Handcuffs for Tom Hamilton (Part 4 of “Valuing the Business”)

Key Executive Life Insurance Calculator

Blog #44: Alternate Golden Handcuffs for Tom Hamilton (Part 4 of “Valuing the Business”)

Executive Bonus Plan

Blog #69: Seven Variations of a Great Executive Benefit (including my favorite)

Blog #26: Exceptional Benefits for Outstanding Executives

Blog #22: My Daughter Will Be Running My Business

Blog #13: A New Look At An Old Idea

Blog #2: Anyone Want a Free Dog?

Executive Security Plan

Blog #128: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 2 of 3)

Blog #102: Linking Indexed UL with Disability Income Insurance (Part 2 of 2)

Blog #101: Linking Indexed UL with Disability Income Insurance (Part 1 of 2)

Blog #93: Maybe the Best Executive Benefit Plan Ever

Blog #45: Controlled Executive Bonus Plan for Life Insurance and Disability Income (Part 5 of “Valuing the Business”)

Blog #43: Golden Handcuffs for Tom Hamilton (Part 3 of “Valuing the Business”)

Note:  Executive Bonus Plan and Executive Security Plan are identical except Executive Security Plan has a special column to reflect after tax retirement cash flow for plans that are designed with that in mind.  In addition, both plans can reflect the popular Controlled Bonus feature.

Funding Buyouts With Discounted Dollars

N/A

 

Split-Dollar Modules

Endorsement Split-Dollar

N/A

Endorsement Split-Dollar with Optional Transfer

N/A

Endorsement Split-Dollar with Salary Continuation

N/A

Limited Collateral Assignment Split-Dollar

N/A

Private Limited Collateral Assignment Split-Dollar

N/A

 

InsCalc (Financial Calculators)

Blog #144: Don’t Burn the Nest Egg®

Blog #134: Best Strategy for an IRA (Part 2 of 2)

Blog #129: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 3 of 3)

Blog #121: We Don’t Need the RMDs

Blog #107: Profit Sharing Plan vs. Indexed Universal Life (Part 2 of 3)

Blog #87: No Income Tax on Social Security Retirement Benefits

Blog #81: Economics of a Roth IRA Conversion

Blog #63: Sometimes You Just Need a Good Calculator

 

Personal Needs Analysis Modules

Survivor Needs Analysis

Blog #95: How Much Do I Really Need?

Blog #46: Let’s Make Sure the Girls Go to College

Educational Needs Analysis

Blog #46: Let’s Make Sure the Girls Go to College

Cash Flow Analysis

Blog #95: How Much Do I Really Need?

Retirement Needs Analysis

Blog #91: The Best of InsMark at the Symposium

 

InsMark’s Loan-Based Split-Dollar modules

For those of you looking for Blogs that feature InsMark’s Loan-Based Split-Dollar modules, please see the following Blogs:

Blog #202: LLC Buy-Sell Strategy for Owners of C or S Corporations (Part 2 - Loan-Regime Split-Dollar for C Corporation and LLC)

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #75: Golden Handcuffs for Sam Hunt

Blog #40: Leveraged Deferred Compensation

Blog #15: How to Take Money Out of a Business Without Paying Taxes on It -- Legally

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The Wealthy and Wise System (WAW)

The Wealthy and Wise System (WAW) - ADVANCED

Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise

Blog #220: Testing Financial Tolerance for Zero Estate Tax™

Blog #217: Tax Bombs That Never Exploded

Blog #214: Roth Conversion Magic

Blog #210: Expert Advice on Estate Planning in a Biden Environment

Blog #206: Effective Wealth Planning Regardless of Biden’s Tax Promises - (Case Study: Get the Grantor Trust Into Effect Immediately)

Blog #205: Escaping an Oncoming Financial Nightmare

Blog #196: CheckMate® Logic (Part 4 of 4) The Impact of Cash Value Life Insurance on a Retirement Plan

Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!

Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?

Blog #178: Coordinating Exceptional Split-Dollar™ with Wealthy and Wise® (Part 2 of 2)

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #164: Family Net Worth™ - (It’s Irresistible!) Part 2 of 2

Blog #163: Family Net Worth™ - (It’s Irresistible!) Part 1 of 2

Blog #162: Creative Financial Presentations

Blog #161: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 2 of 2)

Blog #159: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 1 of 2)

Blog #158: Integrating Executive Benefit Plans with Retirement Planning

Blog #150: Smart Alternatives to Traditional Retirement Plans (Part 1 of 5)

Blog #148: More New Logic for Permanent vs. Term (Part 3 of 3)

Blog #141: Strategic Philanthropy

Blog #140: Zero Taxes for Social Security ? InsMark Style

Blog #135: Merging College and Retirement Planning

Blog #133: Best Strategy for an IRA (Part 1 of 2)

Blog #132: The Calculation Magic of Wealthy and Wise®

Blog #130: Should I or Shouldn’t I?

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #126: The Leverage of Bank Funded Estate Liquidity

Blog #124: More on the Siren Song of “Buy Term and Invest the Difference”

Blog #121: We Don’t Need the RMDs

Blog #113: Life Insurance Alternatives to a 401(k)

Blog #112: Retirement Planning Strategies Using Indexed Universal Life

Blog #109: The Key to Tax-Efficient Strategies in Retirement Planning

Blog #105: Stretch, Charitable, Roth (Three Smart IRA Strategies)

Blog #104: Good Logic vs. Bad Logic™ (It’s All About the Math)

Blog #102: Linking Indexed UL with Disability Income Insurance (Part 2 of 2)

Blog #98: The Value of “You” to Your Clients (Part 2 of 2)

Blog #96: Retirement Cash Flow Funded by Premium Financing

Blog #91: The Best of InsMark at the Symposium

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

Blog #88: An Exceptional Video -- Equity Rescue Made Easy

Blog #81: Economics of a Roth IRA Conversion

Blog #80: Converting Low Yielding Assets into a Charitable Gift Annuity

Blog #79: Insurance Sales to Clients with IRAs

Blog #75: Golden Handcuffs for Sam Hunt

Blog #74: Long-Term Care - Insure or Self-Insure

Blog #71: When Life Insurance Doesn’t Work -- or Does It?

Blog #67: Filling the Pothole in Wealth Planning

Blog #65: An Exceptional Video on Retirement Planning

Blog #64: More on Single Premium Immediate Annuities

Blog #62: Review of the Rescue Plans

Blog #61: Sacrificing Cash Flow with a 401(k) Plan

Blog #60: Coupling College Funding With Retirement Planning

Blog #58: A New Retirement Planning Strategy

Blog #56: An Easy Charitable Legacy

Blog #55: Charitable IRA

Blog #47: Tom and Kristin’s Retirement Planning

Blog #42: Adding Key Executive Coverage (Part 2 of “Valuing the Business”)

Blog #41: If We Sell Our Business, Can We Afford to Retire?

Blog #38: Avoiding a $20 Million Mistake

Blog #90: Video on Avoiding a $20 Million Mistake

Blog #35: Revisiting the Pothole in Wealth Planning (Good Logic vs. Bad Logic™)

Blog #31: IRA Rescue Made Easy

Blog #21: Equity Rescue Made Easy

Blog #18: Premium Financing Meets Wealthy And Wise®

Blog #14: The #1 Financial Concern of Most People? Running Out of Money!

Blog #10: Annuity Rescue Made Easy

Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logic™

Blog #6: How To Prove Which Of Your Clients Should Purchase Long Term Care Insurance

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Cloud-Based Documents On A Disk (DOD)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #93: Maybe the Best Executive Benefit Plan Ever

Blog #69: Seven Variations of a Great Executive Benefit (including my favorite)

Blog #45: Controlled Executive Bonus Plan for Life Insurance and Disability Income (Part 5 of “Valuing the Business”)

Blog #44: Alternate Golden Handcuffs for Tom Hamilton (Part 4 of “Valuing the Business”)

Blog #43: Golden Handcuffs for Tom Hamilton (Part 3 of “Valuing the Business”)

Blog #42: Adding Key Executive Coverage (Part 2 of “Valuing the Business”)

Blog #40: Leveraged Deferred Compensation

Blog #32: Documents On A Disk? is Now in the Cloud

Blog #26: Exceptional Benefits for Outstanding Executives

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The Leveraged Compensation System (LCS)

Blog #204: Leveraged Executive Bonus (Part 2 of 2)

Blog #192: 401(k) Look-Alike Meets the Calculation Dynamics of Wealthy and Wise® (Part 2 of 2)

Blog #191: 401(k) Look-Alike (Part 1 of 2)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #40: Leveraged Deferred Compensation

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The Loan-Based Split-Dollar System (LBSD)

Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise

Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University)

Blog #202: LLC Buy-Sell Strategy for Owners of C or S Corporations (Part 2 - Loan-Regime Split-Dollar for C Corporation and LLC)

Blog #178: Coordinating Exceptional Split-Dollar™ with Wealthy and Wise® (Part 2 of 2)

Blog #177: Exceptional Split-Dollar™ (Part 1 of 2) New Premises and Conditions (Including a “Jim Harbaugh” Variation)

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #162: Creative Financial Presentations

Blog #161: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 2 of 2)

Blog #159: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 1 of 2)

Blog #157: Another Good News / Bad News Benefit Plan™ (Part 2 of 2)

Blog #75: Golden Handcuffs for Sam Hunt

Blog #15: How to Take Money Out of a Business Without Paying Taxes on It -- Legally

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The Premium Financing System (PFS)

Blog #220: Testing Financial Tolerance for Zero Estate Tax™

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #164: Family Net Worth™ - (It’s Irresistible!) Part 2 of 2

Blog #163: Family Net Worth™ - (It’s Irresistible!) Part 1 of 2

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #126: The Leverage of Bank Funded Estate Liquidity

Blog #99: One More Time - The Value of “You” to Your Clients

Blog #98: The Value of “You” to Your Clients (Part 2 of 2)

Blog #96: Retirement Cash Flow Funded by Premium Financing

Blog #26: Exceptional Benefits for Outstanding Executives

Blog #18: Premium Financing Meets Wealthy And Wise®

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The InsMark Business Valuator (IBV)

Blog #59: The InsMark Business Valuator – A Powerful Tool For Financial Advisers

Blog #45: Controlled Executive Bonus Plan for Life Insurance and Disability Income (Part 5 of “Valuing the Business”)

Blog #43: Golden Handcuffs for Tom Hamilton (Part 3 of “Valuing the Business”)

Blog #41: If We Sell Our Business, Can We Afford to Retire?

Blog #24: Maybe The Best Lead Generation Idea Ever

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InsMark Blog Hall Of Fame

These are the Top Blogs of ALL Time (based on user feedback)

Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise

Blog #220: Testing Financial Tolerance for Zero Estate Tax™

Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University)

Blog #218: Attracting and Retaining Key Executives

Blog #214: Roth Conversion Magic

Blog #210: Expert Advice on Estate Planning in a Biden Environment

Blog #207: Merry Christmas and Happy Holidays from InsMark

Blog #206: Effective Wealth Planning Regardless of Biden’s Tax Promises - (Case Study: Get the Grantor Trust Into Effect Immediately)

Blog #205: Escaping an Oncoming Financial Nightmare

Blog #203: Anybody Want A Free Dog? (Part 1 of 2)

Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)

Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)

Blog #198: How Far Will $1,000,000 Go (Part 2) Joe and Annie Jordan’s Comprehensive Retirement Plan

Blog #196: CheckMate® Logic (Part 4 of 4) The Impact of Cash Value Life Insurance on a Retirement Plan

Blog #195: CheckMate® Logic (Part 3 of 4) Religion, Politics, Sex, and Term Insurance

Blog #194: CheckMate® Logic (Part 2 of 4) Measuring the Value of Permanent Life Insurance

Blog #193: CheckMate® Logic (Part 1 of 4) When a Client Postpones Purchasing a Policy

Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!

Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!

Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)

Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)

Blog #184: Knock Your Socks Off (Part 2)

Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?

Blog #179 - Helping Millennials with Financial Decisions

Blog #178: Coordinating Exceptional Split-Dollar™ with Wealthy and Wise® (Part 2 of 2)

Blog #177: Exceptional Split-Dollar™ (Part 1 of 2) New Premises and Conditions (Including a “Jim Harbaugh” Variation)

Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)

Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)

Blog #174: Dual Security Plan

Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations

Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)

Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)

Blog #169: The Hidden Partner (Part 2 of 2)

Blog #168: The Hidden Partner (Part 1 of 2)

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)

Blog #165: Lobsters for Retirement

Blog #162: Creative Financial Presentations

Blog #142: Increased Taxes Are Coming

Blog #140: Zero Taxes for Social Security ? InsMark Style

Blog #138: The Quickest Way To Learn InsMark

Blog #135: Merging College and Retirement Planning

Blog #121: We Don’t Need the RMDs

Blog #113: Life Insurance Alternatives to a 401(k)

Blog #112: Retirement Planning Strategies Using Indexed Universal Life

Blog #106: Profit Sharing Plan vs. Indexed Universal Life (Part 1 of 3)

Blog #104: Good Logic vs. Bad Logic™ (It’s All About the Math)

Blog #47: Tom and Kristin’s Retirement Planning

Blog #41: If We Sell Our Business, Can We Afford to Retire?

Blog #38: Avoiding a $20 Million Mistake

Blog #35: Revisiting the Pothole in Wealth Planning (Good Logic vs. Bad Logic™)

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Quick View Index (Blog # and then corresponding InsMark Software Products used)

InsMark Product Key:

LPS — Life Plan System

IIS — InsMark Illustration System

WAW — Wealthy and Wise® System

PFS — Premium Financing System

LBSD — Loan-Based Split-Dollar System

LCS — Leveraged Compensation System

DOD — Cloud-Based Documents On A Disk

Blog #221: — LBSD, WAW

Blog #220 — PFS, WAW

Blog #219 — LBSD

Blog #218 — IIS

Blog #217: — WAW (Advanced)

Blog #216: — IIS

Blog #215: — NONE

Blog #214: — WAW

Blog #213 — NONE

Blog #212 — NONE

Blog #211 — IIS

Blog #210 — WAW (Advanced)

Blog #209 — IIS

Blog #208: — IIS

Blog #207:Merry Christmas

Blog #206 — WAW

Blog #205 — WAW

Blog #204 — LCS

Blog #203 — IIS

Blog #202 — IIS, LBSD

Blog #201 — IIS

Blog #200 — IIS

Blog #199 — IIS

Blog #198 — WAW

Blog #197 — IIS

Blog #196 — WAW

Blog #195 — IIS

Blog #194 — IIS

Blog #193 — IIS

Blog #192 — LBSD

Blog #191 — LCS, IIS

Blog #190 — IIS, LPS

Blog #189 — WAW

Blog #188 — IIS

Blog #187 — IIS

Blog #186: — IIS

Blog #185 — IIS

Blog #184 — IIS

Blog #183 — WAW

Blog #182 — IIS

Blog #181 — IIS

Blog #179 — IIS

Blog #178 — LBSD, WAW

Blog #177 — LBSD

Blog #176 — IIS, WAW

Blog #175 — IIS, WAW

Blog #174 — IIS

Blog #173 — DOD, IIS, LBSD, LCS, WAW

Blog #172 — IIS, PFS, WAW

Blog #171 — IIS, PFS

Blog #170 — IIS

Blog #169 — IIS, WAW

Blog #168 — IIS, WAW

Blog #167 — IIS

Blog #166 — IIS

Blog #165 — IIS, WAW

Blog #164 — PFS, WAW

Blog #163 — PFS, WAW

Blog #162 — IIS, WAW

Blog #161 — LBSD, WAW

Blog #160 — NONE

Blog #159 — LBSD, WAW

Blog #158 — IIS, WAW

Blog #157 — LBSD

Blog #156 — IIS

Blog #155 — NONE

Blog #154 — IIS

Blog #153 — IIS

Blog #152 — IIS

Blog #151 — NONE

Blog #150 — IIS, WAW

Blog #149 — NONE

Blog #148 — WAW

Blog #147 — IIS

Blog #146 — IIS

Blog #145 — NONE

Blog #144 — IIS

Blog #143 — NONE

Blog #142 — IIS

Blog #141 — WAW

Blog #140 — WAW

Blog #139 — NONE

Blog #138 — NONE

Blog #137 — IIS

Blog #136 — IIS

Blog #135 — IIS, WAW

Blog #134 — IIS

Blog #133 — WAW

Blog #132 — WAW

Blog #131 — IIS

Blog #130 — WAW

Blog #129 — IIS

Blog #128 — IIS

Blog #127 — WAW, DOD, PFS

Blog #126 — PFS, WAW

Blog #125 — NONE

Blog #124 — WAW

Blog #123 — IIS

Blog #122 — IIS

Blog #121 — IIS, WAW

Blog #120 — NONE

Blog #119 — IIS

Blog #118 — IIS

Blog #117 — IIS

Blog #116 — NONE

Blog #115 — IIS, DOD, LCS

Blog #114 — IIS, DOD, LCS

Blog #113 — IIS, WAW

Blog #112 — IIS, WAW

Blog #111 — IIS

Blog #110 — IIS, LPS

Blog #109 — WAW

Blog #108 — IIS

Blog #107 — IIS

Blog #106 — IIS

Blog #105 — IIS, WAW

Blog #104 — WAW

Blog #103 — NONE

Blog #102 — IIS, WAW

Blog #101 — IIS

Blog #100 — IIS

Blog #99 — IIS, PFS

Blog #98 — WAW, PFS

Blog #97 — NONE

Blog #96 — WAW, PFS

Blog #95 — IIS

Blog #94 — NONE

Blog #93 — IIS, DOD

Blog #92 — NONE

Blog #91 — IIS, WAW

Blog #90 — WAW

Blog #89 — WAW

Blog #88 — IIS, WAW

Blog #87 — IIS

Blog #86 — NONE

Blog #85 — NONE

Blog #84 — IIS

Blog #83 — IIS, LPS

Blog #82 — NONE

Blog #81 — IIS, WAW

Blog #80 — WAW

Blog #79 — WAW

Blog #78 — IIS

Blog #77 — IIS

Blog #76 — IIS

Blog #75 — IIS, WAW, LBSD

Blog #74 - WAW

Blog #73 — IIS

Blog #72 — IIS

Blog #71 — WAW

Blog #70 — IIS, LPS

Blog #69 — IIS, DOD

Blog #68 — IIS

Blog #67 — WAW

Blog #66 — IIS

Blog #65 — IIS, WAW

Blog #64 — WAW

Blog #63 — IIS

Blog #62 — WAW

Blog #61 — IIS

Blog #60 — IIS, WAW

Blog #59 — IBV

Blog #58 — IIS, WAW

Blog #57 — NONE

Blog #56 — WAW

Blog #55 — WAW

Blog #54 — IIS

Blog #53 — NONE

Blog #52 — IIS

Blog #51 — NONE

Blog #50 — IIS

Blog #49 — IIS, LPS

Blog #48 — IIS

Blog #47 — IIS, WAW

Blog #46 — IIS

Blog #45 — IIS, DOD, IBV

Blog #44 — IIS, DOD

Blog #43 — IIS, DOD, IBV

Blog #42 — IIS, WAW, DOD

Blog #41 — WAW, IBV

Blog #40 — IIS, DOD, LCS

Blog #39 — IIS

Blog #38 — WAW

Blog #37 — IIS

Blog #36 — IIS

Blog #35 — WAW

Blog #34 — None

Blog #33 — None

Blog #32 — DOD

Blog #31 — WAW

Blog #29 — None

Blog #28 — None

Blog #27 — None

Blog #26 — IIS, DOD, PFS

Blog #25 — None

Blog #24 — IBV

Blog #23 — None

Blog #22 — IIS

Blog #21 — IIS, WAW

Blog #20 — None

Blog #19 — None

Blog #18 — WAW, PFS

Blog #17 — IIS

Blog #16 — None

Blog #15 — LBSD

Blog #14 — WAW

Blog #13 — WAW, IIS

Blog #12 — None

Blog #11 — None

Blog #10 — WAW

Blog #9 — None

Blog #8 — WAW

Blog #7 — None

Blog #6 — WAW

Blog #5 — None

Blog #4 — IIS

Blog #3 — None

Blog #2 — IIS

Blog #1 — None

Copyright © 2019 InsMark, Inc.
All Rights Reserved

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