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 Workshop
March 27 – 28, 2015
Optional QLS Workshop
Optional IWP Workshop
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
5:00p - 8:00p
Optional Hands-On Training
Early Registration and Exhibitor Setup
Friday, Mar 27
DAY 1
6:30a – 7:45a
Registration
Breakfast (with Exhibitors) hosted by Jonathan Hind Financial Group & American General | Silver Sponsors
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 Executive Bonus (Bank loans the executive the income tax on the bonus.).
9:15a - 9:45a
Retirement Cash Flow Funded by Premium Financing
Premium Financing Integrated with Wealthy and Wise®
9:45a – 10:15a
When Life Insurance Doesn’t Work — or Does It?
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
1:15p - 4:45p
Lunch – hosted by Ashar Group | Platinum Sponsor
Breakouts -- with industry leaders (See Page 3).
5:00p - 6:00p
Optional IWP Workshop with Simon Singer Prospecting Magic of Endorsed Referrals from CPAs
Click here for more details or to sign up. (Space limited to 25 attendees)
6:30p - 7:30p
InsMark Grand Reception - hosted by Allianz Life | Platinum Title Sponsor
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InsMark 2015 Symposium
Optional Hands-On Workshop
March 27 – 28, 2015
Optional QLS Workshop
Optional IWP Workshop
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
Breakfast (with Exhibitors) hosted by Coventry | Silver Sponsor
8:00a - 8:30a
Allianz Life Insurance Company of North America
Platinum Title Sponsor
Scott Kellen, Regional Vice President of Sales for the Life Division
Todd Petit, Assistant Vice President and Actuary
Industry/Regulatory Update
IUL has been a hot topic among regulators in recent months. What are discussions about? What
regulatory changes are being considered? How will the change impact IUL design and sales practices?
8:30a - 9:00a
The Economics of a Roth IRA Conversion (InsMark Style)
9:00a - 9:30a
Don't Burn the Nest Egg™
Mathematical Proof That Life Insurance Outperforms a 401(k), an IRA, or a Keogh or Profit Sharing Plan
9:30a – 9:45a
9:45a - 10:00a
10:00a - 10:30a
Dealing with Termites
Five Unique Ways to Crush Term Insurance
To be Announced
Noon - 1:00p
1:15p - 4:45p
Break (with Exhibitors)
Platinum Sponsor
Jon B. Mendelsohn, CEO, Ashar Group
Don’t Make a Six-Figure Mistake - Alternative Life Insurance Valuation Strategies
The Secondary Market has evolved. Learn how to use a simple technology to differentiate you from the
crowd, and build rapport when discussing insurance planning, life settlements and life insurance
valuation solutions for estate and business planning clients.
Platinum Sponsor
Ben Nevejans, Chief Marketing Officer, LifePro Financial
The Decision To Explode Your Practice in 2015!
It’s no secret, our industry has been flat at best over the last 10 years. So why then have so many
advisors experienced Explosive growth over that same time period? The answer will surprise you!
With a cross section of over 800 of the most talented and successful advisors in our industry to work
with and learn from, we have assembled the industries proven ingredients for duplicable and
sustainable growth. Make the Decision to take your practice to the next level in 2015!
Platinum Sponsor
Phil Spalding Jr., Founder/CEO, The QLS Program LLC
Andy Weinhaus, Managing Member at Law Office of Andrew Weinhaus, LLC
Chris Jacob, CFP, Founder of Cadeau
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. Chris will
show you the integration of QLS with Wealthy and Wise. More details of QLS will be provided in an
optional workshop scheduled today from 5:00 PM to 6:00 PM.
Lunch – hosted by Ash Brokerage | Platinum Sponsor
Breakouts -- with industry leaders (See Page 4).
5:00p – 6:00p
Optional QLS Workshop. Click here for more details or to sign up. Space limited to 25 attendees.
6:30p - 7:30p
Wine & Cheese Reception - hosted by LifePro Financial and QLS | Platinum Sponsors
10:30a - 11:00a
11:00a - 11:30a
11:30a - Noon
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InsMark 2015 Symposium
Friday | March 27, 2015
Repeating One-Hour Breakout Sessions (1:15 pm to 4:45 pm)
Breakout Session 1:
Alliance Life
Platinum
Title Sponsor
Jonathan Hind Financial Group & American General | Silver Sponsors
Christopher Shaw, Director of Business Development, Jonathan Hind Financial Group
Michael Brandenburg, CLU, ChFC, Regional Vice President Life Brokerage – Midwest Region AIG Financial Distributors
Make Clients the Beneficiary of Their Own Life Insurance Policy
These 2 forces will present on the new generation of life insurance. An innovative solutions product with control and
flexibility or what AIG likes to call “Optionality”. It’s revolutionizing the way life insurance is bought and sold.
Join JHFG and AIG in this dynamic duo session that will be a game changer in your business and give your clients
the protection they never knew they always wanted.
Breakout Session 2:
Scott Keffer® International
Scott Keffer, Founder
#1 Amazon Best Selling Author
Money Making Seminars: The Secrets Advisors Use To Profitably Gain Qualified Clients
Through Public Seminars… Without Wasting Time And Money!
So, you want a steady stream of new clients? Recent advisor surveys show that THE #1 challenge for advisors is
more (and better) prospects. The cost to get in front of a prospect has tripled and the word on the street is that
seminars are no longer effective, that affluent prospects don’t come and that you have to serve dinner to plate-lickers
get prospects to attend. Nothing could be further from the truth. Come and learn how a new advisor in Alpharetta,
Georgia used public seminars to gain 17 new millionaire clients last year, with half of them worth over $5 million. You
will discover the common myths being taught about seminars (and why the seminar houses don’t want you to know)
and the mistakes advisors are making that are costing tens of thousands of dollars and guarantee that your seminars
don’t attract affluent prospects. You will walk away with the 4M Seminar Money Making Formula, which contains the
keys to profitably generating new, qualified, affluent prospects.
Breakout Session 3:
Coventry | Silver Sponsor
Jonah Kahn, Senior Vice President, Account Services, Coventry
Life Settlements – Current Trends and Opportunities
In an ever-changing environment, there are no guarantees that your client’s financial plan will stay on course.
Whether it is due to personal, estate or business changes, a life insurance policy valuation resulting in a life
settlement can be the solution that puts them back on track. Jonah Kahn will provide insight on the current state of
the market, Coventry’s efforts to generate greater consumer awareness and guidance on how advisors can best
execute solutions for their clients.
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InsMark 2015 Symposium
Saturday | March 28, 2015
Repeating One-Hour Breakout Sessions (1:15 pm to 4:45 pm)
Breakout Session 1:
Alliance Life
Platinum
Title Sponsor
Allianz Life | Platinum Title Sponsor
Scott Kellen, Regional Vice President of Sales for the Life Division
Todd Petit, Assistant Vice President and Actuary
Life Insurance in Retirement
43% of Baby Boomers and 43% of Generation X are at risk for running out of money in retirement.
As your clients approach retirement, they may be concerned about how to best maintain their lifestyle in the years
ahead. In our presentation, you'll learn how an FIUL policy can help them prepare retirement with these benefits:



Death benefit protection
A way to bridge the gap between their retirement savings and retirement income goal
Tax diversification
Breakout Session 2:
LifePro Financial | Platinum Sponsor
Dave Julian, RICP
A Social Security Conversation You Need To Have With Your Clients
“Capturing the trust of Boomer clients and prospects alike”
The wrong decision on when and how to take Social Security benefits is a decision that could cost hundreds of
thousands of dollars. There are nearly 77 million Baby Boomers, 90% of whom will qualify for Social Security
benefits, unfortunately very few know how the program actually works. In this presentation we will deliver usable
insights as well as share marketing materials, tools and calculators available to you in a proven Social Security
Maximization program. We’ll demonstrate how this discussion will not only strengthen your existing relationships but
create immediate sales. We will also define three different approaches a client can take to use their accumulated
assets and examine which strategy is best for a comfortable and successful retirement.
Breakout Session 3:
Ashar Group | Platinum Sponsor
Jon B. Mendelsohn, CEO
Don’t Make a Six-Figure Mistake - Alternative Life Insurance Valuation Strategies
How can advisors make recommendations without understanding the value of all assets, including life insurance?
Minimize liability by learning how to speak to your clients and peers about the difference between fair market value
vs. fair value and ITR/Form 712 vs. alternative insurance valuation strategies. Most importantly, uncover high
revenue opportunities to write more life insurance and increase AUM.
Change the conversation and solve complex problems by discussing life settlement and insurance valuation case
studies. Leverage the longevity issue to open doors to ultra high net worth clients, banks, trust companies, nonprofits, CPAs, and law firms.
One-third of the U.S. population is moving into this demographic. The remaining two-thirds will be
impacted by them. Be the center of influence in this fast-growing market.
Symposium Ends
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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 [email protected]
“InsMark”, “Wealthy and Wise”, “Executive Trifecta”, and “CheckMate” are registered trademarks of InsMark, Inc.
“InsMark Client Compare” and “Don't Burn the Nest Egg” are trademarks of InsMark, Inc.
 Copyright 2015, InsMark, Inc. All Rights Reserved.
3/6/2015
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