Jumat, 03 Februari 2012

[I558.Ebook] Free Ebook The Family Bank Strategy: How to create your own personal Tax-Free bank and protect your estate from creditors and predators, by David Tho

Free Ebook The Family Bank Strategy: How to create your own personal Tax-Free bank and protect your estate from creditors and predators, by David Tho

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The Family Bank Strategy: How to create your own personal Tax-Free bank and protect your estate from creditors and predators, by David Tho

The Family Bank Strategy: How to create your own personal Tax-Free bank and protect your estate from creditors and predators, by David Tho



The Family Bank Strategy: How to create your own personal Tax-Free bank and protect your estate from creditors and predators, by David Tho

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The Family Bank Strategy: How to create your own personal Tax-Free bank and protect your estate from creditors and predators, by David Tho

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.

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. It can play an important role in increasing your family's after-tax wealth.

  • Sales Rank: #872551 in Books
  • Published on: 2015-01-01
  • Original language: English
  • Number of items: 1
  • Dimensions: 9.00" h x .46" w x 6.00" l, .61 pounds
  • Binding: Paperback
  • 202 pages

About the Author
David T. Phillips is a nationally recognized consumer advocate for insurance, annuities and estate planning with over 42 years of experience. 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. Mr. 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. Mr. Phillips is CEO of Phillips Financial Services and founder and CEO of Estate Planning Specialists. With clients in every state, his companies have assisted thousands of Americans in properly planning their estates. Mr. Phillips graduated from Brigham Young University. 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. David and his wife, Jane have four children and eight grandchildren.

Most helpful customer reviews

1 of 1 people found the following review helpful.
Fantastic book on safe money strategies
By AntennaGuy2
Easy to read and understand, the graphs and text explain this particular wealth management strategy very well. When I finished I called the author Mr. Phillips and his team answered all my questions. Would recommend this book to anyone looking for ideas on wealth creation and management. I don't normally read books on finance, but this one was refereed to me by a friend who attended a MoneyShow in Las Vegas.

0 of 0 people found the following review helpful.
I'm sold on the Family Bank Strategy!
By Donald L. Stovall
Reading the Family Bank Strategy opened my eyes to positive changes in the insurance industry since the days of "buy term and invest the difference". I was looking for a way to preserve my investment capital in a way that was not tied directly to the stock market, but that still had growth potential, but much less downside. After reading David Phillips book, I found that burying an indexed universal life insurance policy, even at my age, would not only meet my investment objectives, but would also provide a way for me to withdraw money, tax free, to use as supplemental retirement income, or to make low cost loans to my kids and grand kids. It also provides me with peace of mind in case I don't live as long as I would hope, since my wife will be taken care of with the proceeds of the death benefit. David's book is easy to read and understand. I talked to him several times on the phone and always found him willing to answer my questions and address my concerns. I also liked the fact that his book was recommended by the Retirement Watch Newsletter, which I subscribe to.

0 of 0 people found the following review helpful.
Very useful family wealth management/estate planning approach using life insurance
By 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 management/estate planning objectives. If your circumstances are similar to mine, this book will likely be very beneficial for you...

See all 9 customer reviews...

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