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Money. Wealth. Life Insurance.

Money. Wealth. Life Insurance.
How the Wealthy Use Life Insurance As a Tax-free Personal Bank to Supercharge Their Savings

by Jake Thompson

  • Publisher : Jake Thompson
  • Release : 2014-01-01
  • Pages : 70
  • ISBN : 1494896478
  • Language : En, Es, Fr & De
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America's elite have been using cash value life insurance to stockpile wealth for centuries. Used correctly, it is better described as a personal bank on steroids, and a financial bunker for tough times. To be clear, this book is not about the typical garbage peddled by most insurance agents. Rather, an alternative to the risky investment strategies taught by Wall Street. It details a highly efficient form of cash value life insurance designed to supercharge your savings and stockpile wealth. A product so powerful it's responsible for the success of Walt Disney, JC Penney, Ray Kroc, and thousands of others. Here's what you'll discover: How the wealthy use this vehicle to create more wealth, take less risk, and create predictable income down the road Why banks and corporations place billions of dollars in this powerful vehicle How I earned over 300 percent returns leveraging my life insurance policies How you can create a safe, predictable foundation to enhance every financial decision you make How to win with taxes and keep more of the money you make While the information compiled into this book is valuable, you'll also find three case studies that show you exactly how it works. You'll be able to visually see how it grows, how it's accessed, as well as the future income that can be taken. ______________ Influencers of this book are Nelson Nash, his book "Becoming Your Own Banker: Unlock the Infinite Banking Concept"; Pamela Yellen, her book "Bank on Yourself"; Dwayne Burnell, his book "Financial Independence in the 21st Century - Life Insurance * Utilize the Infinite Banking Concept * Compliment Your 401K - Retirement Planning With Permanent Whole Life versus Term or Universal - Create Financial Peace"; and my Father Dan Thompson, and his book "The Banking Effect: Acquiring wealth through your own Private Banking System." I was introduced to these financial strategies at a young age, and this is book represents the effort and energy on both the part of everyone of my mentors, these authors here, as well as my own diligence in learning about and implementing these very same strategies into my personal finances. This book is designed to simplify some of the concepts surrounding cash value life insurance, such as Infinite Banking and Bank on Yourself, and make them easier to understand, stripping them down to the core benefits of cash value life insurance.

Live Your Life Insurance

Live Your Life Insurance
An Age-Old Approach Revitalized

by Kim Butler

  • Publisher : Createspace Independent Publishing Platform
  • Release : 2015-11-11
  • Pages : 54
  • ISBN : 9781519204226
  • Language : En, Es, Fr & De
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"Live Your Life Insurance" shows you exactly how you can take advantage of one of the most common, but misunderstood, financial tools. In it, you'll discover exactly how you can use your life insurance to benefit you while you are alive - and help you build financial security. In addition, it will reveal ways to make the best of your policy no matter what age you are. Most people don't realize what a powerful tool they have in their life insurance policies - this book will be your guide.

Busting the Life Insurance Lies

Busting the Life Insurance Lies
38 Myths and Misconceptions That Sabotage Your Wealth

by Kim D. H. Butler,Jack Burns

  • Publisher : Createspace Independent Publishing Platform
  • Release : 2016-11-25
  • Pages : 272
  • ISBN : 9781540606976
  • Language : En, Es, Fr & De
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Is life insurance a bad investment? Don't I lose all my cash value when I die? Shouldn't I just make a bundle and invest it instead? What about my spouse or my kids-do they need life insurance? Can I borrow money from (or is it against?) a life insurance policy? My insurance advisor told me one thing about insurance, but my financial planner gave me different advice, and an expert on TV said something else entirely. What do I do now? Help! Every day, people like you and me run into questions like these-and no good answers. The truth about life insurance is that myths, misunderstandings, and even outright lies cause a lot of uncertainty around what it is, how it works, who needs it and when, and-most importantly-the great benefits it can bring to your life. This book is here to clear up all that confusion. With combined experience of over fifty years in the life insurance industry, Kim Butler and Jack Burns know what's true and what isn't. They've seen what works and what fails. They've lived through every success and failure the industry can throw at them. And they're fed up with seeing smart, well-meaning people fall for costly half-truths and mix-ups because they just can't find the right information. Busting The Life Insurance Lies takes the 38 biggest, loudest myths around life insurance and breaks them wide open. Whether you're wondering if life insurance is right for you, wanting to understand how it can help you while you're still alive, or even an insurance advisor yourself, this book will guide you to the answers you need to make the clearest, most informed decision-one you'll feel good about for the rest of your life.

The Facts of Life

The Facts of Life
How to Build Wealth and Protect Your Assets with Life Insurance

by Paul Grimes

  • Publisher : Wiley
  • Release : 2003-04-01
  • Pages : 256
  • ISBN : 9780470833254
  • Language : En, Es, Fr & De
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What are the first two things that come to mind when you think of life insurance? If you thought "death and salespeople," you're not alone. Life insurance is a notoriously complex, confusing, and intimidating subject. But it should be a key element in anyone's financial plan. The Facts of Life is an easy-to-understand guide to life insurance and its related products for the average Canadian. Through an accessible and engaging story and cast of characters, it explains how to determine how much coverage is enough; where and how to purchase insurance; when to choose one product over another; what policies really mean; tax advantages of certain insurance products; money-saving strategies for Canadians in all income categories; and much more. With The Facts of Life, you'll learn about the basics of life insurance, the choices you have to make as a financial consumer, and how best to use insurance to protect your family, your business, and even to grow your wealth.

The Wealthy Barber

The Wealthy Barber
The Common Sense Guide to Successful Financial Planning

by David Barr Chilton

  • Publisher : Unknown Publisher
  • Release : 2002
  • Pages : 197
  • ISBN : 9780968394731
  • Language : En, Es, Fr & De
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How to Sell Life Insurance

How to Sell Life Insurance
Life Insurance Selling Techniques, Tips and Strategies.

by Michael A. Bonilla

  • Publisher : Createspace Independent Publishing Platform
  • Release : 2017-04-15
  • Pages : 136
  • ISBN : 9781545411506
  • Language : En, Es, Fr & De
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General and Specific Tips to help improve your life insurance sales knowledge. Ever wonder how some Agents are able to sell life insurance at seemingly astronomical rate? Every great Life Agent has a system and some of the techniques in this book might help you build one that works for you.

The Geometry of Wealth

The Geometry of Wealth
How to shape a life of money and meaning

by Brian Portnoy

  • Publisher : Harriman House Limited
  • Release : 2018-06-11
  • Pages : 232
  • ISBN : 0857196723
  • Language : En, Es, Fr & De
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How does money figure into a happy life? In The Geometry of Wealth, behavioral finance expert Brian Portnoy delivers an inspired answer, building on the critical distinction between being rich and being wealthy. While one is an unsatisfying treadmill, the other is the ability to underwrite a meaningful life, however one chooses to define that. Truly viewed, wealth is funded contentment. At the heart of this groundbreaking perspective, Portnoy takes readers on a journey toward wealth, informed by disciplines ranging from ancient history to modern neuroscience. He contends that tackling the big questions about a joyful life and tending to financial decisions are complementary, not separate, tasks. These big questions include: • How is the human brain wired for two distinct experiences of happiness? And why can money “buy” one but not the other? • What are the touchstones of a meaningful life, and are they affordable? • Why is market savvy among the least important sources of wealth but self-awareness is among the most? • How does one strike a balance between striving for more while being content with enough? This journey memorably contours along three basic shapes: A circle, triangle and square help us to visualize how we adapt to evolving circumstances, set clear priorities, and find empowerment in simplicity. In this accessible and entertaining book, Portnoy reveals that true wealth is achievable for many - including those who despair it is out of reach - but only in the context of a life in which purpose and practice are thoughtfully calibrated.

The Digital Life Insurance Agent

The Digital Life Insurance Agent
How to Market Life Insurance Online and Sell Over the Phone

by Jeff Root

  • Publisher : Unknown Publisher
  • Release : 2016-07-19
  • Pages : 194
  • ISBN : 9780692755778
  • Language : En, Es, Fr & De
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In the history of selling life insurance, the most exciting, profitable time to be doing it is right now. The advances in technology and the shifts in consumer behavior and psychology have redefined what it means to build a successful, long-term life insurance business. The Digital Life Insurance Agent is the essential guide for life insurance agents of all skill levels to transition into the digital age. This book outlines the steps new agents need to take in order to get their business up and running, and will also help experienced agents who want to transition their business online. The Digital Life Insurance Agent provides a roadmap to building a predictable lead flow using online prospecting techniques, training on how to sell over the phone and basic training to get newer agents set up. If agents have the desire to change and the discipline to make it happen, the end result of executing the strategies outlined in this book will leave agents with a marketing machine that generates leads at all hours of the day, regardless of if the agent is sitting at the office, or on a beach!

Becoming Your Own Banker

Becoming Your Own Banker
Sixth Edition

by R. Nelson Nash

  • Publisher : Unknown Publisher
  • Release : 2012-04-01
  • Pages : 329
  • ISBN : 9780972631600
  • Language : En, Es, Fr & De
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Stop Over-Thinking Your Money!

Stop Over-Thinking Your Money!
The Five Simple Rules Of Financial Success

by Preet Banerjee

  • Publisher : Penguin Canada
  • Release : 2014-01-07
  • Pages : 224
  • ISBN : 0143191756
  • Language : En, Es, Fr & De
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Personal finance is a lot like physical fitness. In order to be in better shape, everyone knows they have to work out and eat well. A personal trainer delivers results, not by showing clients a new way to perform sit-ups, but rather by simply making sure the sit-ups get done. In Stop Over-Thinking Your Money!, Preet Banerjee explains the financial equivalents of what exercise and diet you need to know in order to be in top financial shape. There are so many buzzwords in the world of money that most people’s heads spin, their eyes glaze over, or they tune out altogether. It can be overwhelming, and for many of us, it seems like there is just too much to know so we don’t get started on taking care of our money. The good news is that of all the information out there in the world of personal finance, at most you will only ever need to know about 20 percent of it. That small amount of knowledge is what will put you ahead of most Canadians. In Stop Over-Thinking Your Money!, Banerjee explains in five simple rules how to think about money and focus on the 20 percent of what you really need to know to confidently take charge of your money.

The Power of Zero, Revised and Updated

The Power of Zero, Revised and Updated
How to Get to the 0% Tax Bracket and Transform Your Retirement

by David McKnight

  • Publisher : Currency
  • Release : 2018-09-04
  • Pages : 160
  • ISBN : 1984823086
  • Language : En, Es, Fr & De
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OVER 250,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law in its first year of being in effect, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?

The Power to Get Wealth

The Power to Get Wealth
No Money Required

by Keith Douglas

  • Publisher : Andy Roy Publishing
  • Release : 2011-01-01
  • Pages : 119
  • ISBN : 9781613645611
  • Language : En, Es, Fr & De
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This new powerful tool illustrates how to activate supernatural power amidst fast-paced societal pressures, economic downturns and rapid, technological advancements. Every page illuminates biblically-based, spiritual principles and lessons that will instruct, engage and empower readers to mature and incorporate a Kingdom mindset. This concise, step-by-step guide delves into scripture for revelation and direction, corrects religious ideology and equips people for war. Explore seven keys that will unlock the gates of your potential. Original.

Five Great Gifts of Whole Life Insurance

Five Great Gifts of Whole Life Insurance
A Book

by Jeffrey Reeves Ma

  • Publisher : Unknown Publisher
  • Release : 2011
  • Pages : 44
  • ISBN : 9780979770937
  • Language : En, Es, Fr & De
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21st Century Americans face challenges more daunting than those experienced by our forefathers and mothers during the Civil War or the Great Depression. The Five Gifts aims to show individuals and families that they can use the power, flexibility, and versatility of participating whole life insurance from a mutual insurance company to... maintain their uniquely American lifestyle insulate themselves from the greed for the accretion of power in Washington and the greed for our money on Wall Street. The 3600 words in this small book reverberate with the wisdom of millions of successful Americans that quietly created wealth using participating whole life insurance as the foundation for their personal economy

The PPLI Solution

The PPLI Solution
Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance

by Kirk Loury

  • Publisher : John Wiley & Sons
  • Release : 2010-07-23
  • Pages : 400
  • ISBN : 9780470884973
  • Language : En, Es, Fr & De
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Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations. PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices—until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million. Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.

Wealth Unbroken

Wealth Unbroken
Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death

by Rebecca Walser

  • Publisher : Atlantic Publishing Company
  • Release : 2018-01-03
  • Pages : 212
  • ISBN : 1620235161
  • Language : En, Es, Fr & De
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Most Americans fall far too short in achieving long-lasting financial success in retirement. Conventional wealth building wisdom has been leading Americans astray for well over 35 years. In fact, following traditional financial methods towards wealth has led to 96 out of every 100 Americans failing to achieve true financial success.In her book, WEALTH UNBROKEN, Tax attorney and financial strategist Rebecca Walser maps out how to be one of the few who not only survives but thrives in the coming era of increasing taxes, extreme market volatility and an aged, debt-riddled America. Americans have been fed half-truths for decades, ruining their ability to create true wealth. WEALTH UNBROKEN subverts this prevalent misinformation and gives you the reality behind saving, building, and investing your hard-earned wealth in your current and future self. With this book, you can take the path less traveled with unflinching confidence in your lifelong financial success.

True Wealth Formula: How to Master Money, Live Free & Build a Legacy

True Wealth Formula: How to Master Money, Live Free & Build a Legacy
A Book

by Hans Johnson

  • Publisher : Lioncrest Publishing
  • Release : 2020-04-21
  • Pages : 242
  • ISBN : 9781544506135
  • Language : En, Es, Fr & De
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You've worked hard to get where you are, and you're doing well by most people's standards. But despite your outward success, the income you earn only feeds an endless cycle of consumption, debt, and despair. You need a simpler, more effective approach to money management--and life. True Wealth Formula: How to Master Money, Live Free & Build A Legacy is a step-by-step roadmap and master strategy to gain control over your money and master the investing game, while delving into the deeper meaning of wealth, relationships, fulfillment, and legacy. Offering unconventional but proven strategies, Hans Johnson shows you how to sift through the ungodly amount of financial information out there, and develop a reliable system that produces repeatable, automated results. The door to personal freedom lies within you. True Wealth Formula will show you how to unlock it and gain access to the life of momentum and blessing you were intended for.

Missed Fortune 101

Missed Fortune 101
A Starter Kit to Becoming a Millionaire

by Douglas R. Andrew

  • Publisher : Business Plus
  • Release : 2008-06-03
  • Pages : 304
  • ISBN : 0446539627
  • Language : En, Es, Fr & De
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True or False? * Always prepay your mortgage. * The right 401(k) or IRA will completely cover your retirement. * Defer your taxes and postpone the pain. * True wealth doesn't last forever. They're All False! MISSED FORTUNE 101 ...is like no other money guide you've ever read. Its author, successful financial strategist Douglas R. Andrew, dares to question the conventional wisdom on personal finance that most people accept. He reveals the ways banks, credit unions, and insurance companies amass tremendous wealth-what they do, and what they don't do. He shows you how to seize financial opportunities you never knew existed. With MISSED FORTUNE 101 as your guide, you'll never view your house, your mortgage, your retirement plans, your investments, and your other assets the same way again. * Put the lazy, idle dollars trapped in your home to work safely-and reap as much as an extra million. * Discover hidden and perfectly legal tax breaks-and treat yourself to some surprising windfalls. * Play the bankers' favorite game-borrow at one rate and invest at a higher one. * Explore lesser-known retirement vehicles-and avoid falling into a higher tax bracket when you stop working. * Turn your life insurance policy into an investment-and keep your taxes down and your capital up. * Find out which low-return instruments should be in your portfolio today-and why they'll become high-return stars tomorrow. * Reach your "freedom point"-your financial independence-long before "retirement age"! Learn the real rules of smart investing. Maximize your wealth with MISSED FORTUNE 101.

Life Insurance 10X

Life Insurance 10X
A Book

by Valmark Financial Group

  • Publisher : Blurb
  • Release : 2019-05-22
  • Pages : 312
  • ISBN : 9781389452055
  • Language : En, Es, Fr & De
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"The life insurance industry is on the precipice of a major shift. Just as Uber brought disruption to public car service, a consumer-focused approach is underway to replace the sales-oriented process we know today. Life insurance is the last product in the financial world that needs to come to consumers on their own terms. It drastically calls out for transformation that is built around the customer, not legacy systems of various life insurance companies, arcane paper-based processing, and data that is stale. In Life Insurance 10X we hear from 14 foremost professionals who are helping to usher in that change. Here they share specific processes and tools to make the end-to-end experience "ten times better" (10X) as policyholders search for, obtain and preserve a life insurance policy to safeguard their future and their wealth. An easy read for anyone outside the industry, it shines a light on what to look for (and look out for) yet is packed with real-life examples and specific recommendations to shepherd life insurance into the 21st century."--Back cover.

The Wealth Advisors Guide to Life Insurance

The Wealth Advisors Guide to Life Insurance
A Crash Course For Trustees, Attorneys, CPAs and Family Offices

by Michael Brohawn

  • Publisher : Outskirts Press
  • Release : 2019-06-05
  • Pages : 80
  • ISBN : 1977212417
  • Language : En, Es, Fr & De
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Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one advisor said, it "deserves a place in every wealth advisor's reference library.” Easy to read the book “takes a complicated subject and makes it easy to digest.” Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an “essential resource” for you providing the knowledge you need to help your clients maximize the benefits of life insurance. As one industry expert said after reading the book…”there are other fine books on life insurance…but none as concise and readable.” For more information about the book and its author, you can visit MichaelBrohawn.com.

Insurance for Dummies

Insurance for Dummies
A Book

by Jack Hungelmann

  • Publisher : John Wiley & Sons
  • Release : 2009-06-09
  • Pages : 384
  • ISBN : 0470464682
  • Language : En, Es, Fr & De
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Now updated — your guide to getting the best insurance policy Are you intimidated by insurance? Have no fear — this easy-to-understand guide explains everything you need to know, from getting the most coverage at the best price to dealing with adjusters, filing claims, and more. Whether you're looking for personal or business insurance, you'll see how to avoid common pitfalls, lower your costs, and get what you deserve at claim time. Get to know the basics — understand how to make good insurance decisions and reduce the chances of a financial loss in your life Take your insurance on the road — manage your personal automobile risks, handle special situations, insure recreational vehicles, and deal with insurance adjusters Understand homeowner's and renter's insurance — know what is and isn't covered by typical policies, common exclusions and pitfalls, and how to cover yourself against personal lawsuits Buy the right umbrella policy — discover the advantages, and coordinate your policies to cover the gaps Manage life, health, and disability risks — explore individual and group policies, understand Medicare basics, and evaluate long-term disability and long-term-care insurance Open the book and find: The best life, health, home, and auto policies Strategies for handling the claims process to get what you deserve Tips on adjusting your deductible to suit your lifestyle How to navigate healthcare policies Ways to reduce your risk and your premiums Common traps and loopholes Considerations for grads, freelancers, and remote workers