InsMark®, a Software Company Blazing a Trail in the World of Insurance and Finance Production

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Robert Ritter
Robert Ritter

Have you ever been stuck making a decision where you get to choose one thing out of two, but you can’t because both seem to be right? Well, we all have been there. And believe me, things get way worse if the matter concerns your finances. After all, you don’t make money busting your butt only to see it go in vain, do you? The decision must be correct, and InsMark might offer you a perfect escape from your predicament. 

Founded by Robert Ritter in 1983, InsMark is a financial software company that specializes in creating software tools targeted to convert financial data into understandable illustrations and graphics. It does so with brilliantly programmed software tools blended with the creative mind of Robert, its creator. 

“We started InsMark due to life insurance companies’ poor presentation of financial data,” said Robert while answering why he started InsMark in the first place. And his idea has worked big time. Currently, the products of InsMark are being used by over 30,000 producers, with 100+ major life insurance companies having sponsored the company’s products.

The secrets behind this enormous success journey of InsMark are the products like Wise and Wealthy®, InsMark Illustration System, Documents On A Disk, and others. 

Wise and Wealthy is more of an entire financial system than software. It is dedicated to providing the best plans for your post-retirement financial life – including how not to run out of money. For example, its Good Logic vs. Bad Logic® analytics shows you how to access your liquid assets in ways to produce the retirement cash flow you want while also maximizing your net worth. It brings you the results in graphical formats featuring the power of this systems’ unique algorithms. An advanced version of Wise and Wealthy illustrates unusually effective uses of grantor trusts, one of the most powerful planning strategies for wealthy clients.

InsMark Illustration System is also a powerful presentation tool created by the company. Whatever illustrations you want, comparisons, financial calculators, or financial analysis, this software has you covered. You can convert your insurance product presentations into dynamic sales and marketing reports with only a few clicks. 

In addition, InsMark’s Documents On A Disk contains an extensive set of specimen financial documents. This software is one of its kind and has over 1,613 documents, including buy-sell, COLI, bonus, split-dollar, estate, charitable, and trust planning; organized in 405 documents sets, including 68 flow charts. Here you can access what is included in DOD.  Be sure to check out Hitchhiker® on DOD, a terrific way for producers to develop relationships with attorneys.

InsMark organizes an annual symposium that attracts top financial producers, major insurance companies, and other business personnel. Going through their testimonials and views about InsMark’s products is proof enough that InsMark has blazed a trail in the insurance world and will continue to do so with Robert at the helm.