Blog #221: Testing Financial Tolerance™for Zero Estate Tax withLoan-Based Private Split-Dollar and Wealthy and Wise
Ideas For Financial Service Professionals
by Bob Ritter
1y ago
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.” Loan-Based Private Split-Dollar works […] The post Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #216: Cost of Waiting(Delay is the Deadliest Form of Denial)
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.  That’s when your health may be the best it will ever be, and the benefits are more favorable […] The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #214:Roth Conversion Magic
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. So what is it? It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. Case Study […] The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #213: Missed ourMay 2021 Virtual Symposium?
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
Did you miss our May 2021 Virtual Symposium?  Don’t worry.  Register now for FREE to access the meeting recordings, PowerPoints, and the many resources from our Exhibit Hall Booths.  (You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […] The post Blog #213: Missed our May 2021 Virtual Symposium? first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #212: InsMark’s Introductionto the Ultimate Professional Coach
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
The Center for Tax Strategies & Resources is a premiere coaching resource for the financial industry.  It is also one of only two organizations to which InsMark has extended serious product discounts (the other is First Financial Resources). Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center.  With the link […] The post Blog #212: InsMark’s Introduction to the Ultimate Professional Coach first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #211: CheckMate® Selling Revisited
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Depth charges launched by the NAIC* in AG 49 and AG 49A gave illustrations for Indexed Universal Life (IUL) a real beating. Fortunately, they did not sink them. *National Association of Insurance Commissioners As shown […] The post Blog #211: CheckMate® Selling Revisited first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #210: Expert Advice on Estate Planning in a Biden Environment
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using InsMark’s Wealthy and Wise® (Advanced) System.) There is currently a great deal of life remaining for Intentionally Defective Grantor Trusts (IDGTs).  They are a superb estate planning device, but IDGTs are in the bullseye of Joe Biden’s desired tax […] The post Blog #210: Expert Advice on Estate Planning in a Biden Environment first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #209: Dealing with Termites
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Suppose someone says to you: “Cash value life insurance is a rip-off only a financial idiot would buy.” Or “It’s better to buy term insurance and invest the difference.” Or “Why would you spend thousands […] The post Blog #209: Dealing with Termites first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #208: Dollars to Charity for Pennies of Cost
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) While we all wait to see the enactment of the Biden administration’s income and estate tax policies, this Blog develops a concept that works well regardless of any income or estate tax increases. You all […] The post Blog #208: Dollars to Charity for Pennies of Cost first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website
Blog #206: Effective Wealth PlanningRegardless of Biden’s Tax Promises(Case Study: Get the Grantor TrustInto Effect Immediately)
Ideas For Financial Service Professionals
by Bob Ritter
2y ago
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using Wealthy and Wise® (Advanced) From a November 5 article by the Editorial Board of The Wall Street Journal: “A GOP Senate would mean the end of the Biden-Bernie Sanders “unity” agenda.  No death to the legislative filibuster, no new […] The post Blog #206: Effective Wealth Planning Regardless of Biden’s Tax Promises (Case Study: Get the Grantor Trust Into Effect Immediately) first appeared on Bob Ritter's Blog, ideas for financial service professionals ..read more
Visit website

Follow Ideas For Financial Service Professionals on FeedSpot

Continue with Google
Continue with Apple
OR