Source Data Sharing Between InsMark Products

When you link to one of InsMark's products and store the  policy data in Stored Illustrations, that policy data is then accessible by any other InsMark product for which you are licensed, except Documents On A Disk (DOD) and Hitchhiker.  Further, certain InsMark sales concepts allow you to export the results of the sales concept to the InsMark Source Data Storage or Stored Illustrations for use in other systems and modules.  (See Illustrating the Executive's Share of a Benefit Plan in Other InsMark sales concepts for more details.)

The implications of this for advanced case design are tremendous.  For example, you can create an executive split dollar plan, export the executive's side of the transaction and then import that into Wealthy and Wise – where the executive's costs represent gifts to an ILIT, and the executive's share of death benefit is owned by the ILIT.  For shareholder-executives looking for a way to protect their heirs' interest in the business upon their death, this is an incredibly efficient way to fund it – plus the U.S. 38 costs are typically far below annual exclusion allowances.  

To export data in InsMark Windows products, click the Export button after completing all input items (and previewing your results) for the proposal in question.