The Family Bank Strategy: How to create your own personal Tax-Free bank and protect your estate from creditors and predators
| Author | : | |
| Rating | : | 4.54 (554 Votes) |
| Asin | : | 1507604602 |
| Format Type | : | paperback |
| Number of Pages | : | 202 Pages |
| Publish Date | : | 2017-02-13 |
| Language | : | English |
DESCRIPTION:
He is an active member of his church and coached the Arizona State University Water Ski Team from 1994-2006, winning the National Championship in 2001. Phillips has been a featured speaker at a multitude of investment conferences and a frequent guest on national television including: CNN, Fox News, CNBC, Money Talks, and Bloomberg. He is the author of bestselling books – Estate Planning Made Easy, The Future of Retirement Savings, Disinherit the IRS and The 10 Most Common Estate Planning Mistakes and How to Avoid Them. Phillips is CEO of Phillips Financial Services and founder and CEO of Estate Planning Specialists. Mr. Phillips graduated from Brigham Young University. With clients in every state, his companies have assisted thousands of Americans in properly planning their estates. Mr. Phillips is a nationally recognized consumer advocate for insurance, annuities and estate planning with over
Another look at permanent life insurance benefits - OrangeOkie This was a book recommended by the author of another book I bought on Amazon - "The New Rules of Retirement: Strategies for a Secure Future" by Robert C. Carlson. I was so impressed with Carlson's book I followed his advice and bought Phillips book. I'm glad I did. Phillips is a life insurance salesman with 40 years experience. He explains in his book how one can purchase permanent life insurance and build a cash value that can be tapped, when needed, tax free. I'm in my mid 60s and within a couple of y. was the possibility of borrowing against the life policy at a rate that would be better than borrowing from a bank or home equit Big Daddy The Family Bank Strategy, explained in understandable terms, how one could use life insurance as a legacy for the family upon passing. Also explained well, was the possibility of borrowing against the life policy at a rate that would be better than borrowing from a bank or home equity line of credit in the event money was needed. It was helpful to find a book I could understand that explained the complexities of this type of life insurance.. Very useful family wealth management/estate planning approach using life insurance A fascinating book! Well-written and easy to read. Once what Dave is saying really sinks in, though, you'll want to read it again (I did). I'm 7Very useful family wealth management/estate planning approach using life insurance Thomas J. Perrone A fascinating book! Well-written and easy to read. Once what Dave is saying really sinks in, though, you'll want to read it again (I did). I'm 74 years old and about four years into retirement. I found Dave's strategies useful for buying insurance as a combination family wealth management tool and a estate planning vehicle I had special needs which his book addressed. I was skeptical at first that I could qualify for insurance at my age, but when I did, it began a fruitful path for achieving my wealth m. years old and about four years into retirement. I found Dave's strategies useful for buying insurance as a combination family wealth management tool and a estate planning vehicle I had special needs which his book addressed. I was skeptical at first that I could qualify for insurance at my age, but when I did, it began a fruitful path for achieving my wealth m
For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. It can play an important role in increasing your family's after-tax wealth.
Phillips graduated from Brigham Young University. Phillips is a nationally recognized consumer advocate for insurance, annuities and estate planning with over 42 years of experience. . Mr. With clients in every state, his companies have assisted thousands of Americans in properly planning their estates.