InsMark is focused on helping both consumers and financial service professionals identify, understand, and capitalize on planning opportunities that exist or arise due to market conditions or tax law. We are committed to using creativity, innovation, and real-world expertise in designing products and services that generate easy-to-understand solutions to complex financial issues.
We are dedicated to helping our clients use our products and services effectively through superior customer relations. InsMark was established by Robert B. Ritter, Jr., in 1983 to provide illustration software and related marketing services for the insurance and financial services industry. InsMark provides its customer base with marketing strategies derived from his extensive experience in the upscale personal and business insurance markets.
We are dedicated to helping our clients use our products and services effectively through superior customer relations. InsMark was established by Robert B. Ritter, Jr., in 1983 to provide illustration software and related marketing services for the insurance and financial services industry. InsMark provides its customer base with marketing strategies derived from his extensive experience in the upscale personal and business insurance markets.
Services
Life Plan is an ideal program for the package sale. I still Run into individuals with a basic need for life insurance and cash value accumulation vehicles who are under the level where more complex planning is needed and who are not yet in the mindset for retirement distribution planning. Life Plan demonstrates an illustration that simply depicts the benefits of the basic life insurance policy.
This will take you to InsMark's training platform. Once there, you will start by watching a short video that will explain how you can learn powerful sales ideas and then access digital InsMark Workbook files that will then show you exactly how to recreate those sales ideas for your clients. Share this video with clients - it gives you an incredibly effective way to introduce Wealthy and Wise to your clients.
3. Verify your account: You may be asked to verify your account by entering a verification code which will be sent to your email and your mobile phone (if you provided this during registration). Enter the code where prompted, and click Log in. You'll then be taken to your homepage of the Hub. What are Virtual Booths?
The InsMark Illustration System (IIS) is recognized as the most powerful sales and marketing presentation system in the life insurance industry. With IIS, you can create consistent sales illustrations for your clients for any life product you sell.
The IIS includes several types of illustrations: Comparisons to Alternatives, Personal Planning, Estate, Charitable, Corporate-Owned, Executive-Owned, Split Dollar, Investment Calculators, IRA Calculators, and Needs Analyses.These illustrations are easier for your clients to understand, helping you to close more cases.
The IIS includes several types of illustrations: Comparisons to Alternatives, Personal Planning, Estate, Charitable, Corporate-Owned, Executive-Owned, Split Dollar, Investment Calculators, IRA Calculators, and Needs Analyses.These illustrations are easier for your clients to understand, helping you to close more cases.
Learn to distribute a client's assets/income efficiently with our unique Maximize Net Worth algorithm. Get Wise: Wealthy and Wise conveys clear, impactful ways of the "how/why" used by its financial strategies. Watch Simon Singer share how "Wealthy and Wise is absolutely the best financial planning software in the marketplace."
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