? Welcome to our testimonials page ?
Simon Singer Discusses Using The InsMark Illustration System and Wealthy and Wise® for his Clients? Retirement Solutions and Wealth Management.
?InsMark has created without question the best suite of software for our industry that has ever existed. I personally have been using their software for almost 30 years, and it changed my career. The InsMark Symposium will expose you not only to this unique and user friendly software, but to real life applications for your business that will add many thousands to your income for as long as you?re in business. InsMark makes me look good, and it will you as well.?
Simon Singer, CFP?, CAP?, RFC?
The Advisor Consulting Group
Rick Biggert Discusses Using The InsMark Illustration System for his Clients? Retirement Solutions and Wealth Management.
Rick Biggert discusses how the InsMark Illustration System is one of the best sales tools he’s ever seen for financial professionals to show their clients that benefits of cash value life insurance when considering solutions for their retirement. In his practice, Rick explains that by using the InsMark software, he is able to do a side by side comparison between any number of investment alternatives including a 401K, annuity, CD IRA, non-qualified brokerage account against the indexed Universal Life. Because of the tax deferred nature of the cash value accumulation and then tax free distribution options, Rick says that the software will make it obvious that the cash value life insurance is “the thing to do” to increase the client’s future retirement income. Finally, Rick explains that the InsMark software also helps the clients really see how these alternative investments are impacted in the future (by taxes and fees, etc.) and this makes a big difference in the client’s understanding of how things will play out in the future (based on the different investment choices they make now).
Rick Biggert, IAR
Retirement Solutions Wealth Management
Wealthy and Wise? Testimonial
?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 Gold Power Producer
?InsMark helps us help our clients understand their money and their choices. At every InsMark seminar ? especially the Symposium ? I learn something new that changes what we do and how we can do it more efficiently. That translates to a better bottom line for us and for our clients. It?s making more money for everyone ? just by pushing InsMark buttons on the computer. I wouldn?t miss a Symposium.?
Kay Corbin, CLU, ChFC
InsMark Platinum Power Producer
?It is invaluable to see how flexible InsMark Systems are! There are countless options, yet the illustrations provide clear choices for my clients. I have used InsMark for years, but never understood the programs as well as after an InsMark Symposium. It?s a great meeting — well worth the time and expense.?
InsMark Platinum Power Producer
?InsMark is the Picasso of the financial services world ? their marketing savvy never fails to amaze me.?
Doug Peete, Past President, Top of the Table, and InsMark Power Producer, Overland Park, KS
?As a top national brokerage firm representing many insurance companies, the InsMark Illustration System has everything we need in an advanced marketing presentation system.?
Gary M. Baker, President/CEO, Bloom-Baker/Asensus of New England, Boston, MA
?My experience with InsMark?s Executive Trifecta is career changing. Showing this idea to a business owner is a win-win-win! The business owner wins by protecting and retaining one of his most valuable assets (a key executive). The executive wins by being recognized and rewarded for efforts, results, and loyalty. The financial professional wins by gaining the confidence and business of a new client. This concept can revolutionize a financial services career.?
Kerry L. Walker CLU, ChFC, InsMark Power Producer, The Walker Firm, Inc., Aurora, CO
?I really thought I knew all the sales techniques that affect my business, but I do now, thanks to InsMark.?
Sam Keck, Financial Planner, Denver, CO
“Wealthy and Wise has been instrumental in closing three difficult planning cases in the last two years. Total commissions exceeded $100,000. Without being able to demonstrate adequate retirement cash flow, these cases would not have closed.”
Scott Mounger, CLU, ChFC, Mesa, AZ
?I am writing to give you a ringing endorsement for the Wealthy and Wise System. As you know, I am a LEAP practitioner. The Wealthy and Wise software has helped me supplement my LEAP skills in the over age 60 client base. I have been paid for many cases using Wealthy and Wise as support, the smallest of which was $27,000, the largest was $363,000. With those type of commissions, you would have to be nuts not to buy it.?
Vincent M. D?Addona, CLU, ChFC, MSFS, AEP, InsMark Power Producer, New York, NY
?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
?Thanks to the genius of Bob Ritter and InsMark, I was able to complete two cases in the last few months using the InsMark Leveraged Compensation System. Annual premiums total was over $90,000. Before reaching out to Bob, I struggled with conceptualizing and communicating this new deferred compensation logic to the business owners and their key employees. With the InsMark software, the compelling case logic was immediately obvious to everyone. In addition, the software is easy to learn and use.?
Glenn A. Main III, InsMark Power Producer, The Main Point LP, Pittsburgh, PA
?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 Lindsay, CLU, AEP, ChFC, Pasadena, CA
The InsMark Illustration System is one of the best sales tools I?ve ever seen for financial professionals to show their clients the benefits of cash value life insurance when considering solutions for their retirement. What I like most is the ability to do side-by-side comparisons between any number of investment alternatives including a 401K, annuity, CDs, IRA, non-qualified brokerage accounts, etc.
Rick Biggert, CLU, President, Retirement Solutions, Tulsa, OK