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About InsMark

InsMark is a financial software company based out of San Ramon, CA., founded in 1983 by Robert B. Ritter, Jr., (first recipient of the Robert B. Ritter, Jr. Forum 400 Lifetime Achievement Award) with the goal of providing financial advisors and life producers with software tools to help them educate their clients on options using comparative mathematical analysis ("A" vs "B"). We help financial professionals capitalize on the most lucrative planning opportunities that arise from constantly changing market conditions or tax law. Built with creativity and real-world expertise, InsMark strives to provide easy-to-understand solutions to complex financial issues to obtain mission success. InsMark’s product line utilizes a unique approach to illustrate all forms of cash value life insurance, perform algorithms to conquer financial chaos, and uses comparative logic, all of which makes the decision making easy for advisers and their clients. InsMark has a unique position in the Fintech industry. We have three times as many client companies as our nearest competitor, and thousands of producers use InsMark products daily. We provide the financial services industry with robust software systems, marketing strategies, and education empowering their business to remain profitable and competitive while also providing [financial solutions] for the end customer. InsMark has always concentrated on software enhancements relative to “what do we do now” in response to jolting tax or regulatory law changes.

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