robert-b-ritter-jr.com - Robert B Ritter Jr. Blog, Financial Service Professionals, Estate Planning, Life Insurance, Financial Advisors

Description: Bob Ritter's Blog on InsMark’s Illustration System, Wealthy and Wise® System, Premium Financing System software for Financial Advisors, Financial Analysts. Certified Financial Planners (CFP), Retirement Calculator and Financial Calculator in our software.

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Blog #221 Loan-Based Private Split-Dollar can be an exceptional transaction. You can develop results like those shown below when you combine it with InsMark’s Wealthy and Wise®. Long-range controlled wealth totals over $181 million.  “Control of wealth is the virtual equal of ownership of wealth.” Dr. John Rutledge , PhD, Chief Investment Strategist, Safanad. Integrating Loan-Based Private Split Dollar into Wealthy and Wise provides a contextual analysis that reinforces the value of a split-dollar strategy.

Blog #220 Bank-funded Premium Financing can be an exceptional transaction.  You can develop results like those shown below when you combine it with InsMark’s Wealthy and Wise®, Long-range controlled wealth totals over $181 million.  “Control of wealth is the virtual equal of ownership of wealth.” Dr. John Rutledge , PhD, Chief Investment Strategist, Safanad. Integrating Premium Financing into Wealthy and Wise provides a contextual analysis that reinforces the value of premium financing.  It makes little dif

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