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 Page 1 of 3 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. Page 2 of 3 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 [email protected] Page 3 of 3
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