Insmark: Financial Software System
Life Insurance Selling (08/00) Vol. 75, No. 8 p.156; Baldwin, Charles H.
Insmark has introduced the Leveraged Estate Plan. This
is a financial software system that addresses wealth preservation
and accumulation. The planning technique used increases the
number of transfers allowed to family members. The amount
transferred is well above the amount of normal annual exclusions
and unified credits.