Insmark

A Leading Software Solutions Provider for Financial Professionals

InsMark has been empowering financial professionals to elevate their client conversations and accelerate growth since 1983. Founded by the esteemed Robert B. Ritter, Jr., InsMark has become a trusted partner for thousands of advisors and life insurance producers across the nation.

Unlocking Client Understanding through Comparative Analysis

Our software empowers financial professionals to clearly explain complex financial concepts to clients through the power of comparative analysis. By visually showcasing the advantages and disadvantages of different options, advisors can empower clients to make informed financial decisions.

Comprehensive Solutions for Every Need

InsMark offers a comprehensive suite of tools to cater to diverse needs, including:

• Illustration System: Create impactful visual presentations showcasing client progress, financial concepts, and product comparisons.
• Wealthy and Wise: Streamline and optimize client portfolios with advanced planning and analysis tools.
• Premium Financing: Analyze financing options and develop customized plans to address client needs.

Beyond Software: Empowering Your Expertise

While our software is undoubtedly powerful, we recognize its success depends on the expertise of those who use it. InsMark is committed to supporting its users with:

• Training and Support: Comprehensive tutorials, online resources, and personalized customer support ensure you get the most out of our software.
• Industry Expertise: Our team of experienced professionals offers unparalleled insights and guidance on utilizing InsMark to maximize its impact.

Dedicated to Collaboration and Success

InsMark fosters a collaborative environment by:

• Strategic Partnerships: We partner with leading insurance companies and industry organizations to offer our clients access to the most comprehensive resources.
• Independent Marketing Organizations: We support IMOs through innovative tools and tailored initiatives to strengthen their presence and achieve success.

Our Vision: Empowering Financial Success Together

At InsMark, we are driven by the unwavering vision of empowering financial professionals to achieve remarkable success and foster meaningful client relationships. Our innovative solutions, unwavering support, and collaborative approach have earned us a distinguished reputation as a leading force in the financial services industry.