Confessions of a CPA: The Truth About Life Insurance
| Author | : | |
| Rating | : | 4.45 (962 Votes) |
| Asin | : | B00IAAPUYI |
| Format Type | : | |
| Number of Pages | : | 209 Pages |
| Publish Date | : | 2014-04-23 |
| Language | : | English |
DESCRIPTION:
"Beautifully written, explained, and easy to follow." according to Carl M.. One of the most thorough, if not THE MOST THOROUGH, book about utilizing Permanent Life Insurance as your own bank to finance everything throughout your life. I believe a correctly structured permanent life insurance policy is a vital part of your investment portfolio and has the ability to do many jobs for you, NOT ONLY FOR just providing income to your loved ones when you pass away. This book teaches you how to capture all the money that slips through our. Good information on life insurance Shaun R. Snow Good information on life insurance, but seems like he is trying to sell people it himself. He is a CPA and still talks to a financial adviser if he should get life insurance. Just seems fishy, but whole life seems to be for the wealthy to pass on money to beneficiaries tax free.. "Solid advice, well worth reading" according to Frank Selden. This is the third book I've read on life insurance. Perhaps because of the knowledge I gained in the other two, or perhaps because of the way Bloom writes, I better understand these concepts after reading this book. You don't have to be a CPA or a tax attorney to understand his presentation. If you are curious to learn about one of the little known sections of the tax code to protect wealth and create a tax free retirement then read this book. One of the be
A question I get almost every day is: “why isn’t everyone implementing the principles in this book?” The answer to that question is that everyone who understands these financial truths is implementing them. The third category of knowledge represents information we don't know, and we’re not even aware that we don't know it. If you carefully read and absorb the financial principles of life insurance uncovered in this book, you will understand as well. All of this known information falls into three categories: First, there is a certain amount of information that we know and that we are
His career started as a staff accountant for the State Universities Retirement System of Illinois where he eventually became the Chief Financial Officer. They have two daughters, Callie and Corrie. After 19 years of experience in public retirement matters, he worked for 5 years with Benefit Planning Consultants, Inc. . He earned VIP of the Year award from Ohio National Financial Services that same year. Bryan earned Million Dollar Round Table membership within four months at Chesser Financial. Bryan and his spouse of 32 years, Pam, live in Champaign, Illinois, and are avid fans of
In 2010, Bryan was recognized by Ohio National with their Chairman’s Navigator Award, recognizing him for the personal integrity Bryan exhibits with his clients and business relationships. Bryan began his financial career immediately following earning his CPA credentials and Bachelor’s Degree in Accountancy from the University of Illinois. He earned VIP of the Year award from Ohio National Financial Services that same year. Later he earned his Master’s Degree