Top 10 Best Books to Read in Life Insurance - August 2021



Here are our top ten recommendations if you are looking for the best books to read in Life Insurance. We have made sure our list is diverse to cater to the interests of different types of readers.

1. Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings


Top 10 Best Books to Read in Life Insurance - August 2021

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 audiobook 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 they can't outlive 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.

  • Author: Jake Thompson
  • Genre: Business & Money, Personal Finance, Retirement Planning

                 

2. IUL ASAP: How to Win the Financial Game of Life, Invest Like the Wealthy, and Generate Tax-Free Income with One 3-Letter Word


Top 10 Best Books to Read in Life Insurance - August 2021

DISCOVER THE SECRET TO FINANCIAL SECURITY that empowers you to invest, grow, and protect your money like the wealthy with the simplicity of ONE 3-Letter Word!Shirley Luu is an award-winning financial advisor, hands-on-trainer, author, national speaker on financial literacy, and renown “wealth guru.” Her 25 years of experience in the financial services and insurance field as one of the industry’s top producers and trainers sets her apart as one of the industry’s most knowledgeable experts.In her book, IUL ASAP, Retirement Expert Shirley Luu educates her readers on what she believes to be the SINGLE MOST POWERFUL FINANCIAL SECURITY VEHICLE AVAILABLE FOR AMERICANS TODAY. In this book you will learn HOW TO POSITION YOUR MONEY so that it can:-- Accumulate Cash from Market Upsides-- Protect Principal from Market Losses-- Save for Practically Anything including Your Kids' College Education-- Grow Tax-Deferred Plus Additional Tax Advantages-- Generate Tax-Free Supplemental Income-- Protect Your Family & Leave a LegacyTHIS BOOK IS GREAT FOR THOSE WHO HAVE NEVER INVESTED BEFORE AS WELL AS THOSE WHO MAY HAVE MULTIPLE RETIREMENT/INVESTMENT ACCOUNTS including:-- Individuals-- Families/Couples-- Business Owners

  • Author: Shirley Luu
  • Publisher: iKnowMyMoney (May 25, 2021)
  • Genre: Business & Money, Finance
  • ISBN: 978-0578907055
  • Dimensions: 5.5 x 0.41 x 8.5 inches

                 

3. The Executor's Handbook: A Step-by-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries, Fourth Edition


Top 10 Best Books to Read in Life Insurance - August 2021

Acting as the executor, representative, or administrator of an estate is a complicated and time-consuming task. It’s time consuming, complicated, and emotionally taxing. Here is a comprehensive guide to help you understand the basics of the procedures that settle an estate Readers say it best: "This book covers all aspects of estate settlement in a complete and thorough manner.", "The book is written in easy-to-understand terms, with lots of good practical advice.", "I actually bought it to place in my file cabinet along with my Trust documents, Living Will and other documents", "We liked it so much, I bought this book for a friend who was handling a new estate." .In practical and straightforward language, it covers all aspects of estate administration, including funeral arrangements, organ donation, administering probate, dealing with the deceased's assets and liabilities, and personal representative's compensation. You will understand not only your responsibilities but the responsibilities of those who will be assisting you. Tables of state income tax rates, intestacy laws, and state-by-state probate requirements are also included, and a glossary, index, and list of recommended works complete this handbook.

  • Author: Theodore E. Hughes
  • Publisher: Skyhorse; 1st edition (January 2, 2014)
  • Genre: Business & Money, Investing
  • ISBN: 978-1626364219
  • Dimensions: 6 x 0.8 x 9 inches

                 

4. End of Life Planning Workbook : Shit You'll Need When I'm Gone: Makes Sure All Your Important Information in One Easy-to-Find Place


Top 10 Best Books to Read in Life Insurance - August 2021

Loved Ones are Devastated When You're Gone. Leave the Gift of Your Important Information All Kept in One Place. "Planning is bringing the future into the present so that you can do something about it now." ~Alan Lakein Steve's Story Steve has been married for 48 years. He always handled the household bills, and took care of all the banking, real estate and retirement accounts. But since his unexpected death, his wife, Linda, is overwhelmed. Of course she's grieving over Steve's passing. But, on top of that, She has absolutely no idea what bills need to paid, or even, when they are due. Mary's Story On the other side of town, 81-year-old Mary lives alone. After a long battle with a chronic heart condition, Mary comfortably passed away. Even though her two daughters live across the country, they were able to handle their mom's estate with much less grief. That's because, many years ago Mary had saved all her vital information in one convenient place. Preparing and Organizing Important Information for the Future Death is sure to happen. Yet, with proper planning, you can save your family a lot of hassle at a time when they have more than enough pain and grief to deal with. Long before she finally succumbed to her illness, Mary recorded all her vital information in one place and told her daughters where it could be found. She gave them names, contact information, account numbers, financial information, instructions for pets, messages for friends and next-of-kin. Everything she thought her heirs needed to know. On the other hand, Steve always managed all the household money matters. And, he never had discussions about them with Linda. No one but Steve knew where to find life insurance policies, deeds to real estate, or even who to talk to about the retirement accounts. Steve never expected that his wife would some day have to take over. His lack of planning has made a tough job even tougher for Linda. The End of Life Planning Workbook is valuable, helpful, and it covers everything your family will need to know upon your passing. Which makes it so much easier for your loved ones to settle your affairs. Includes: Personal Information Information about Work/Business Military Service My Children Who to Call Attorney Doctors Family & Friends Documents You Will Need & Location My Will is Located My Living Will is Located The Family Trust is Located My Power of Attorney is Located My Advanced Directive is Located My Health Care Power of Attorney is Located Other Documents are Located Household Information Utilities Creditors Subscription Services Social Circle Memberships & Charities Social Information Social Networking Sites My Idea of Final Arrangements Note to Those Left Behind Regrets & Things That Have Bugged Me Proudest Moments Lessons Learned Apologies Aspirations for Others Choices for My Last Days Facts You May Not Have Known Notes and Updates Imagine the solace and peace of mind for your loved ones, knowing that you cared enough to record all your important information in one convenient book for them. Saving them from all sorts of grief and anguish. Place your order now for this end of life planning workbook

  • Author: Donald E. Davis
  • Publisher: Independently published (September 2, 2019)
  • Genre: Parenting & Relationships, Family Relationships
  • ISBN: 978-1690155706
  • Dimensions: 6 x 0.23 x 9 inches

                 

5. TAX-FREE Millionaire: : How TRIPLE ZERO™ Plans Can Transform Your Future Retirement


Top 10 Best Books to Read in Life Insurance - August 2021

Do you want to pay as little as ZERO income taxes during your retirement? Would you rather have more money to spend on YOUR life rather than sending to the IRS? This book fully describes TRIPLE ZERO™ plans (with ZERO contribution/income limits, ZERO stock market risk, and ZERO income taxes) which by themselves can transform almost any retirement. BUT... if you add either: 1) the CATAPULT IUL add-on strategy in which banks will loan you 75% additional money to put towards retirement savings at super-low rates (not margin accounts)... OR 2) the PRIVATE RESERVE strategy where each dollar of your retirement savings can earn returns in TWO PLACES at the SAME TIME ...you could easily double your spendable retirement income! You financed your home to get to live in the home and neighborhood you desired and deserved - so why not finance your retirement to enjoy the future lifestyle you crave? The CATAPULT IUL strategy is simply using OPM (Other People's Money - the bank's cash) to leverage your savings. The bank will loan you $3 for every $1 you contribute. And importantly, unlike real estate loans, you don't have any monthly/annual principal and interest payments for about 15 years! Then you pay off the bank from the growth inside of our CATAPULT plan - with ZERO taxes due to the I.R.S. There are over 1 million "financial advisors" in the USA. Mark is one of only a few hundred that can access this amazing strategy for his clients and he has more experience with it than most others. They have originated some $2 BILLION in these specialized bank loans to date. A CATAPULT IUL is certainly not for everyone (not everyone can qualify) ... but it's the Lamborghini strategy for getting massive amounts of cash growing and compounding for you now... to enjoy an outlandish future TAX-FREE retirement income lasting for decades. Oh, and don't bother googling "CATAPULT IUL", as it's his own code name for this little-known strategy. The book also describes the PRIVATE RESERVE strategy, where your assets can earn returns in TWO PLACES at once, also maximizes the growth of your savings but it doesn't involve any bank. There is no minimum income required and the annual/monthly investment can be much lower than a CATAPULT plan. No matter what your politics are, Donald Trump and another 100 or so real estate BILLIONAIRES use a similar strategy to the PRIVATE RESERVE. They use the collateral of one asset to borrow and invest in another asset - owning two growing assets at the same time - with the same initial dollars. So if the CATAPULT strategy doesn't fit or appeal to you, the PRIVATE RESERVE strategy only requires some investing discipline. You can choose your 2nd investment from just about anything at all. Just use your good common sense. Again, there are NO credit checks, NO loan applications, and NO personal guarantees. Whether you are a millionaire already or not, want to retire early or retire with a lifestyle others envy – TRIPLE ZERO™ plans alone or with either strategy can truly transform your financial life both TODAY and during retirement. Of course, all of the above will make total sense once you've read the whole book! Buy your copy today and learn all of the above and more!

  • Author: Mark Orr CFP
  • Genre: Kindle Store, Kindle eBooks, Business & Money

                 



6. Live Your Life Insurance


Top 10 Best Books to Read in Life Insurance - August 2021

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.

  • Author: Kim D. H. Butler
  • Genre: Business & Money, Personal Finance, Retirement Planning

                 

7. IS YOUR MONEY WORKING HARD FOR YOU?: Leveraging and Max Funding Indexed Universal Life (IUL) is an Investment to Financial Freedom, To Earn Money On Your Money is one of the biggest Wealth Secrets


Top 10 Best Books to Read in Life Insurance - August 2021

To Pursue Happiness, Commit on Saving your money in the right place. Save for your Kids, Save for your Loved Ones. More than half of the American population (56%) lives “paycheck to pay check,” According to American Journal of Public Health 66.5% of all Bankruptcies were driven by medical problems. The findings indicate each year 530,000 families suffer bankruptcies are linked to illness or medical bills. With the medical breakthrough in 2020 people are living much longer now According to data from the Insured Retirement Institute in 2019, 45% of baby boomers are surveyed had no savings. They may have turned to their retirements to fund needs before retirement, leaving them with little or nothing to live on later - a big problem. Shockingly, 95% of the people didn’t know there is a way out. That’s the reason why this book has been written. What this book can offer is to turn these depressed situations around with simple and easy steps. All you need are some commitments and sacrifices. When you work hard on money, the money will work hard for you. The sooner the better, the younger the cheaper. I have demonstrated in Chapter 2 of this book on how to prepare your new born babies to become Millionaires soon after you made them. I know you must be thinking what kind of drugs am I taking. Well, Read On… We all know one can make BIG money on Real Estates, Bitcoins, Stock Market “IF” you know when to buy or when to sell or if you have enough holding power. Warren Buffett’s Golden Rule “Rule No. 1 is never lose money. Rule no.2 is never forget Rule No.1.” IN THIS BOOK, YOU WILL DISCOVER WHAT “LIVING BENEFITS” IS. WHAT IS “LIFE INSURANCE YOU DON’T HAVE TO DIE TO USE”. WHERE TO PUT YOUR MONEY BESIDES THE BANK. HOW THE WEALTHY PEOPLE AVOID TAXES. THE SECRETS AND SHORTCUTS TO RETIRE EARLY. THE POWER OF COMPOUND INTERESTS. THEY KEY IS NOT HOW MUCH YOU'VE EARNED, BUT HOW MUCH YOU CAN KEEP? HOW TO PAY OFF YOUR MORTGAGE IN A SMART WAY WHY IUL (INDEXED UNIVERSAL LIFE) IS THE SWISS ARMY KNIFE OF LIFE INSURANCE. ALL STRATEGIES ARE STRAIGHT TO THE POINT, NO BEATING AROUND THE BUSH . Do you know these facts? There’s a life insurance product that pays out “Death Benefits” NOT the Cash Value when having illnesses like a Stroke, Cancer, Heart Attack while insurers are still alive? Anyone without any financial knowledge can earn a good return of rate and will never lose their principal. Tax Free is sexier than Tax Deferred? Every child can become a Millionaire. The best friend of Compound Interests is Time. Baby boomers, if you were to retire in 2001 (9/11) or in 2008 (Mortgage meltdown) How will your 401K perform if you don’t have other investment vehicles? Even a broke teenager can start building an investment portfolio. Solutions -If you can sacrifice on not buying the 2 cups of Starbuck Coffee a day or a pack of Cigarette or quit buying things that you want but don’t need; you already have plenty of money to start saving. - If don’t start doing it, then you will be broke. - You will achieve your goals in life. - If the husband can’t do it, at least the wife can start doing it. - Life Insurance is a contract, if you invest what you said you will invest continuously without lapse; then your benefits will be guaranteed. My 12 months average rate of return in 2020 (Covid-19 Lock down) is showing 9.75% in my IUL portfolio:- If you want financial freedom, “Then Scroll Up and Click the Add to Cart Button" for paper bag. See you in my book!

  • Author: Mary Watson
  • Publisher: Independently published (July 28, 2021)
  • Genre: Business & Money, Finance
  • ISBN: 979-8544608783
  • Dimensions: 6 x 0.28 x 9 inches

                 

8. Zero To 6-Figures: How to Go From Flat Broke to Earning Over Six Figures Per Year


Top 10 Best Books to Read in Life Insurance - August 2021

One day, when they mention sales training, I want them to say, “That dude did more for salespeople than anyone else on planet earth, ever.” I’m Cody Askins, and I was a new agent not too long ago. 92% of agents fail in the insurance industry, and I want YOU to succeed. I want to be the guy you can come to really gain some knowledge and help YOU. Instead of struggling to make ends meet, what if you knew the SECRETS that the top 8% do to succeed? This book will show you how to change your mindset and strategically make more sales and earn six figures in your career. IN THIS BOOK, YOU WILL LEARN: The mindset changes the 8% of successful agents do to snap you out of boredom, complacency and align you in a position to succeed. How to set and break down your big goals so they’re within reach (and why you should NEVER lower your goals!) How to overcome every objection with ease and make it sound natural so that you can close more deals TODAY!) How to close more deals without being pushy or overbearing (and why you never have to approach a sale like that ever again.) How to create activity and productivity that you’ll be proud of (and won’t make you bend over backward putting in the work.) About the Author Cody Askins is an international sales expert, sales trainer, and motivational speaker. He owns and/or co-owns several multimillion-dollar companies, including the 8% Nation Conference, Cody Askins LLC, Secure Agent Marketing, and Secure Insurance Group. He lives in Springfield, Missouri, with his wife Lauren Askins. For more information, please visit www.codyaskins.com.

  • Author: Cody Askins
  • Publisher: Cody Askins (June 26, 2021)
  • Genre: Business & Money, Marketing & Sales
  • ISBN: 978-1641846622
  • Dimensions: 5.5 x 0.22 x 8.5 inches

                 

9. Top 25 Ways an IUL can Secure Your Financial Future: And Build a Tax-Free Family Bank!


Top 10 Best Books to Read in Life Insurance - August 2021

In Mark's third book, learn why Indexed Universal Life Insurance (IUL) has become a new asset class--protecting investors from both taxes and market declines. Why many American families are using IUL as a hedge against inflation, rising taxes and even how they grow their wealth during a recession. Learn how the right IUL can be used to build your personal tax-free family bank--to borrow for investing in real estate, stocks and bonds, to expand your business, and generate returns far greater than the majority of investors. Finally, learn how an IUL can help you grow your retirement accounts and help protect you from running out of money during your retirement years, and why the wealthy always use Other People's Money (OPM) in all their investing...and how you can too!

  • Author: Mark J Quann
  • Publisher: Bowker (October 31, 2020)
  • Genre: Business & Money, Finance
  • ISBN: 978-0578702247
  • Dimensions: 6 x 0.28 x 9 inches

                 

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


Top 10 Best Books to Read in Life Insurance - August 2021

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!

  • Author: Jeff Root
  • Publisher: SellTermLife.com (July 19, 2016)
  • Genre: Business & Money, Insurance
  • ISBN: 978-0692755778
  • Dimensions: 5.5 x 0.44 x 8.5 inches