Confessions of a CPA: The Truth About Life Insurance

But if we just turn our head 20 degrees, we will see things we have never seen before. We are "unconsciously incompetent" in these areas. All of this known information falls into three categories: First, there is a certain amount of information that we know and that we are aware that we know. It doesn't mean that the information doesn't exist; it just means that we are currently unaware of its existence. The third category of knowledge represents information we don't know, and we’re not even aware that we don't know it. Victor Hugo (author of Les Misérables) once said: “all the forces in the world are not so powerful as an idea whose time has come.”. There is a finite amount of knowledge that humans know about the universe. If you carefully read and absorb the financial principles of life insurance uncovered in this book, you will understand as well. Second, there is a large amount of information that we know nothing about. A question I get almost every day is: “why isn’t everyone implementing the principles in this bo

"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 fingers throughout our whole working life and use it to be tax efficient, growth efficient, . "Good information on life insurance" according to 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 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 better ones on the subject.

He is currently associated with Chesser Financial, where he has been assisting individuals in their personal retirement planning for the last 13 years. . 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. Bryan began

Later he earned his Master’s Degree in Business Administration from the University of Illinois Executive MBA program. - a third party administration corporation overseeing private retirement plans. Bryan earned Million Dollar Round Table membership within four months at Chesser Financial. He earned VIP of the Year award from Ohio National Financial Services that same year. They have two daughters, Callie and Corrie. . In 2010, Bryan was recognized by Ohio National with their Chairman’s Navigator