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The 10 Best Life Insurance Books list have been recommended not only by normal readers but also by experts.
You’ll also find that these are top-ranking books on the US Amazon Best Sellers book list for the Life Insurance category of books.
If any of the titles interest you, I’d recommend checking them out by clicking the “Check Price” button. It’ll take you to the authorized retailer website, where you’ll be able to see reviews and buy it.
Let’s take a look at the list of 10 Best Life Insurance Books.
10 Best Life Insurance Books
Now, let’s dive right into the list of 10 Best Life Insurance Books, where we’ll provide a quick outline for each book.
1. Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings by Jake Thompson Review Summary
Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings
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 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. 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.
2. 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 by Donald E. Davis Review Summary
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
## 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
3. Top 25 Ways an IUL can Secure Your Financial Future: And Build a Tax-Free Family Bank! by Mark J Quann Review Summary
Top 25 Ways an IUL can Secure Your Financial Future: And Build a Tax-Free Family Bank!
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!
4. Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings by Jake Thompson Review Summary
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Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings
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.
5. Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings by Jake Thompson Review Summary
Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings
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.
6. The Millennial Money Tree: How to (literally) Insure Financial Security in Your Golden Years by John Logan Review Summary
The Millennial Money Tree: How to (literally) Insure Financial Security in Your Golden Years
The Millennial Money Tree provides a comprehensive, time tested method of saving for the future that: * Creates a long term, 100% safe way to grow your wealth that is tied directly to the growth of major stock market indexes with absolutely zero risk of loss of principal in any market downturn. When the index goes up, your account value goes up, capturing most (and in many years, ALL) of the gain of that index. But when the index goes down your money is locked in and you never lose a dime as the stock market crashes. * Never again have to worry what the stock market does (or doesn’t do) or whether your portfolio is properly allocated to ensure your cash is tax advantaged as it accumulates. All the while having access to your money on a tax-free basis at little or no cost, anytime, for any reason, with never a tax penalty for early withdrawals. * Loan yourself money at favorable rates – far better than any bank, credit card or finance company and watch as your cash value continues to accumulate as if you never took out the money. And that ‘s just the tip of the iceberg. Find out why the strategy of “buy term and invest the difference” in actual practice rarely works. Find out how the common wisdom advice of maxing out your 401(k) or IRA or using the Infinite Banking concept pale in comparison in real life apples to apples test after test after test against this simple, set-it-and-forget- it method. All that and far more make it sound too good to be true but indeed it is the single best and safest platform currently available to build a tax free retirement without fear of loss or the government somehow dipping into your nest egg down the road. Informed consumers have been using this remarkable, proven system of generating wealth without risking money in the stock market since 1997. John Logan a serial entrepreneur, innovator, instigator, influencer and two decade veteran in the financial services industry pulls back the curtain on information that 401(K) administrators, commission based financial advisors and insurance agents will NEVER tell you, and provides clear direction on how to literally ensure a secure financial future for you and your family in this generation beyond, even if you haven’t started saving yet.
7. Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement (The Retirement Researcher Guide Series) by Wade Donald Pfau Review Summary
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Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement (The Retirement Researcher Guide Series)
Two fundamentally different philosophies for retirement income planning, which I call probability-based and safety-first, diverge on the critical issue of where a retirement plan is best served: in the risk/reward trade-offs of a diversified and aggressive investment portfolio that relies primarily on the stock market, or in the contractual protections of insurance products that integrate the power of risk pooling and actuarial science alongside investments. The probability-based approach is generally better understood by the public. It advocates using an aggressive investment portfolio with a large allocation to stocks to meet retirement goals. My earlier book How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Strategies provides an extensive investigation of probability-based approaches. But this investments-only attitude is not the optimal way to build a retirement income plan. There are pitfalls in retirement that we are less familiar with during the accumulation years. The nature of risk changes. Longevity risk is the possibility of living longer than planned, which could mean not having resources to maintain the retiree’s standard of living. And once retirement distributions begin, market downturns in the early years can disproportionately harm retirement sustainability. This is sequence-of-returns risk, and it acts to amplify the impacts of market volatility in retirement. Traditional wealth management is not equipped to handle these new risks in a fulfilling way. More assets are required to cover spending goals over a possibly costly retirement triggered by a long life and poor market returns. And yet, there is no assurance that assets will be sufficient. For retirees who are worried about outliving their wealth, probability-based strategies can become excessively conservative and stressful.This book focuses on the other option: safety-first retirement planning. Safety-first advocates support a more bifurcated approach to building retirement income plans that integrates insurance with investments, providing lifetime income protections to cover spending. With risk pooling through insurance, retirees effectively pay an insurance premium that will provide a benefit to support spending in otherwise costly retirements that could deplete an unprotected investment portfolio. Insurance companies can pool sequence and longevity risks across a large base of retirees, much like a traditional defined-benefit company pension plan or Social Security, allowing for retirement spending that is more closely aligned with averages. When bonds are replaced with insurance-based risk pooling assets, retirees can improve the odds of meeting their spending goals while also supporting more legacy at the end of life, especially in the event of a longer-than-average retirement. We walk through this thought process and logic in steps, investigating three basic ways to fund a retirement spending goal: with bonds, with a diversified investment portfolio, and with risk pooling through annuities and life insurance. We consider the potential role for different types of annuities including simple income annuities, variable annuities, and fixed index annuities. I explain how different annuities work and how readers can evaluate them. We also examine the potential for whole life insurance to contribute to a retirement income plan. When we properly consider the range of risks introduced after retirement, I conclude that the integrated strategies preferred by safety-first advocates support more efficient retirement outcomes. Safety-first retirement planning helps to meet financial goals with less worry. This book explains how to evaluate different insurance options and implement these solutions into an integrated retirement plan.
8. The Executor's Handbook: A Step-by-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries, Fourth Edition by Theodore E. Hughes Review Summary
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The Executor's Handbook: A Step-by-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries, Fourth Edition
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.
9. The Digital Life Insurance Agent: How to Market Life Insurance Online and Sell Over the Phone by Jeff Root Review Summary
The Digital Life Insurance Agent: How to Market Life Insurance Online and Sell Over the Phone
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!
10. The Digital Life Insurance Agent: How To Market Life Insurance Online And Sell Over The Phone by Jeff Root Review Summary
The Digital Life Insurance Agent: How To Market Life Insurance Online And Sell Over The Phone
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!
