agenda - InsMark

InsMark 2015
Symposium
March 27—28, 2015
Green Valley Ranch Resort & Spa
Las Vegas, NV
As the industry's leading Marketing and
Illustration Company, InsMark hosts its
Symposium for the purpose of sharing
advanced marketing ideas that can be
illustrated using the various InsMark Systems.
One exciting benefit of the Symposium is the
preview of and training on new enhancements
to our software. Our main platform speaker,
InsMark's President/CEO, Bob Ritter, along with
a powerful group of breakout speakers,
provides updates on the latest marketing
concepts that impact your business.
Join us in Las Vegas in March to meet some of
the sharpest minds in the life insurance
industry.
2400 Camino Ramon, Suite 150, San Ramon, CA 94583
Tel 925.543.0500
Who Attends the
Symposium
Everyone is welcome to attend the
Symposium: financial planners, estate
planners, life insurance agents, CPAs,
Home Office personnel, support staff, and
anyone who wants to expand their
knowledge and grow to new levels.
Attend once and you will learn why the
majority of our attendees return year after
year and how they earn in excess of
$400,000 in commissions annually. Great
for the industry's neophyte and veteran
alike, the Symposium is also an excellent
networking experience.
The insurance industry’s most coveted
top producers are going to be at the
Symposium. That's why you should be
there too.
Fax 925.543.0501
WWW.INSMARK.COM
InsMark 2015 Symposium
Optional Hands-On Training
March 26
March 27 – 28, 2015
Allianz Life Insurance Company of North America
Platinum Title Sponsor
Green Valley Ranch Resort & Spa, Las Vegas, Nevada
Unless Otherwise Noted, the Main Platform Speaker is
Robert B. Ritter, Jr., President, InsMark, Inc.
Thursday, Mar 26
PRE-SYMPOSIUM
2:00p – 6:00p
Optional Hands-On Training
5:00p - 8:00p
Early Registration and Exhibitor Setup
Friday, Mar 27
DAY 1
6:30a – 7:45a
Registration and Continental Breakfast (with Exhibitors)
8:00a – 8:30a
Analytical Tools
The Best First Illustration Page You’ll Ever Need
InsMark’s Retirement Needs Analysis (InsMark Illustration System)
InsMark’s Wealthy and Wise® (including a tutorial on the new Cash Flow Availability Calculator)
for increasing retirement cash flow and/or cash flow for gifts to heirs.
8:30a - 9:15a
Executive Benefit Plans with Tax Free Cash Flow for Key Executives
1) Controlled Executive Bonus Plan (new kid on the block); 2) Executive Trifecta®;
3) Loan-Based Split Dollar; 4) Leveraged Deferred Compensation;
5) Leveraged Executive Bonus #1 (Employer loans executive the income tax on the bonus.);
6) Leveraged Executive Bonus #2 (Bank loans the executive the income tax on the bonus.)
9:15a - 9:45a
Retirement Cash Flow Funded by Premium Financing
9:45a – 10:15a
Integrated Presentations
Integrating Executive Benefits with CheckMate® Selling
Integrating Executive Benefits with Wealthy and Wise®
10:15a - 10:45a
Break (with Exhibitors)
10:45a - 11:00a
Enhanced Comparison of Insurance Plans
Suitability Analysis Gauges Tolerance for Alternative Forms of Life Insurance Used for Retirement
Cash Flow (Whole Life, Universal Life, Indexed Universal Life, Variable Universal Life)
11:00a - 11:30a
Guest Speaker - Steve Savant, Talk Show Host of Let's Get Down to Business and Steve
Savant’s Money, the Name of the Game
Retirement Planning with Life Insurance and Benefit Plans
Click here for details of Steve’s speech: The LifeSize Solution
11:30a - Noon
Don Prehn - Marketing Consultant, Board Member and Past President of InsMark
A New Concept in Charitable Prospecting
This new program helps charities increase current and future income, provide valuable free
documents to donors, and identify you as an expert resource for comprehensive financial and
estate planning.
Noon – 1:00p
Lunch
1:30p - 5:00p
Breakouts -- with industry leaders
6:00p - 7:00p
InsMark Grand Reception - hosted by Allianz Life Insurance Co. of North America
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InsMark 2015 Symposium
Optional Hands-On Training
March 26
March 27 – 28, 2015
Allianz Life Insurance Company of North America
Platinum Title Sponsor
Unless Otherwise Noted, the Main Platform Speaker is
Robert B. Ritter, Jr., President, InsMark, Inc.
Saturday, Mar 28
Day 2
6:30a - 7:45a
Continental Breakfast (with Exhibitors)
8:00a - 8:30a
Allianz Life Insurance Company of North America
Platinum Title Sponsor
Details to be Announced
8:30a - 9:00a
The Economics of a Roth IRA Conversion (InsMark Style)
9:00a - 9:30a
Mathematical Proof That Life Insurance Outperforms a 401(k), an IRA, or a Keogh
(And there are no contribution limits)
9:30a – 9:45a
Term Conversions
Five Unique Ways to Illustrate Alternatives to Term Insurance
9:45a - 10:00a
When Life Insurance Doesn’t Work — or Does It?
10:00a - 10:30a
Break (with Exhibitors)
10:30a - 11:00a
Gold Sponsor
Guest Speaker (Jon Mendelsohn, Ashar Group)
Details to be Announced
11:00a - 11:30a
Platinum Sponsor
Guest Speaker (Ben Nevejans, LifePro Financial)
Details to be Announced
11:30a - Noon
Platinum Sponsor
Phil Spalding Jr., Founder/CEO, The QLS Program LLC
Andy Weinhaus, Managing Member at Law Office of Andrew Weinhaus, LLC
Bob Ritter, InsMark President
The Qualified Leverage Strategy (QLS): This presentation highlights features of a new financial
strategy and related software (patent pending) that unlocks the value of qualified plan dollars. Bob
will show you the integration of QLS with Wealthy and Wise. More details of QLS will be provided
in a Breakout this afternoon by Phil and Andy.
Noon - 1:00p
Lunch
1:30p - 5:00p
Breakouts -- with industry leaders
6:00p - 7:00p
Symposium Wine & Cheese Reception - hosted by InsMark Platinum Sponsor
Symposium Ends
“InsMark”, “Wealthy and Wise”, “Executive Trifecta”, and “CheckMate” are registered trademarks of InsMark, Inc.
“InsMark Client Compare” is a trademark of InsMark, Inc.
 Copyright 2015, InsMark, Inc. All Rights Reserved.
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1/27/2015
PRE-SYMPOSIUM HANDS-ON TRAINING (2pm – 6pm): MARCH 26
Registration Fee
$49 (per person)
SYMPOSIUM REGISTRATION*: MARCH 27 - 28
Registration Type
Before Jan. 1
After Jan. 1
Coupon Code
(use at checkout)
Platinum Power Producer
$295 (Hold-My-Spot) **
$295 (Hold-My-Spot) **
PLATINUM
Gold Power Producer
$425
$425
GOLD
Silver Power Producer
$637.50
$637.50
SILVER
Bronze Power Producer
$637.50
$637.50
BRONZE
Other InsMark Licensee
$695.00
$850
SPECIAL
General Attendee
$750
$850
SYMPGEN
Guest of paid registrant
$395
$395
SYMPGST
* InsMark Symposium registration fees include two breakfasts, two lunches, and two receptions.
* Platinum Power Producer’s $295 Hold-My-Spot Fee will be applied as credit towards the monthly fee of
April 2015.
Register Online: www.insmark.com
Register by Phone: 1(888) 467-6275
CANCELLATION
Attendees (non-System owners): Refunds available through January 30 less a 10% administration fee. Cancellations
on or after February 1, 2015, are not refundable.
Attendees (System owners): Refunds available through January 30 less a 10% administration fee. The remaining
balance of the fee will be applied toward monthly fees or the purchase of another InsMark System.
ACCOMMODATIONS
Green Valley Ranch Resort & Spa
2300 Paseo Verde Parkway
Las Vegas, NV 89052
1-866-782-9487
InsMark Symposium Rate: $155.00 per
night (plus tax and hotel service fee)
Reservations must be made by March 5, 2015. Mention
“InsMark 2015 Symposium” or Group Code “GCiiNSM” in
order to receive the special rate.
Please do not book rooms outside of InsMark block or we
may incur attrition and penalty charges. InsMark will impose
a $150 service fee to all symposium attendees who do not
stay at the selected hotel. (The fee is waived for locals
within driving distance.)
SPONSORSHIP OPPORTUNITIES
Contact: David Grant at 925-543-0513 or dag@insmark.com
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