Confessions of a CPA: The Truth About Life Insurance
| Author | : | |
| Rating | : | 4.88 (768 Votes) |
| Asin | : | 0741499762 |
| Format Type | : | paperback |
| Number of Pages | : | 146 Pages |
| Publish Date | : | 2015-10-21 |
| Language | : | English |
DESCRIPTION:
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. His career started as a staff accountant for the State Universities Retirement System of Illinois where he eventually became the Chief Financial Officer. He is currently associated with Chesser Financial, where he has been assisting individuals in their personal retirement planning for the last 13 years. About the Author Bryan began his financial career immediately following earning his CPA credentials and Bachelor’s Degree in Accountancy from the University of Illinois. Later he earned his Master’s Degree in Business Administration from
There is a finite amount of knowledge that humans know about the universe. It doesn't mean that the information doesn't exist; it just means that we are currently unaware of its existence. We might say that we are “consciously incompetent” of this information. The third category of knowledge represents information we don't know, and we’re not even aware that we don't know it. We know that there are certain fields or concepts "out there," but we really don't know anything about them. We could say that we are “consciously competent” of this information. Second, there is a large amount of information that we know nothing about. We are "unconsciously incompetent" in these areas. As a result, this information currently sits in our "blind spots." Just like in our cars, there are some things we don’t see that others do. 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. 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,
Beautifully written, explained, and easy to follow. 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 ef. 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 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 earned VIP of the Year award from Ohio National Financial Services that same year. His career started as a staff accountant for the State Universities Retirement System of Illinois where he eventually became the Chief Financial Officer. Later he earned his Master’s Degree in Business Administration from the University of Illinois Executive MBA program. They have two daughters, Callie and Corrie. Bryan earned Million Dollar Round Table membership within four months at