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Get Free Ebook Confessions of a CPA: The Truth About Life Insurance, by Bryan S. Bloom

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Confessions of a CPA: The Truth About Life Insurance, by Bryan S. Bloom

Confessions of a CPA: The Truth About Life Insurance, by Bryan S. Bloom


Confessions of a CPA: The Truth About Life Insurance, by Bryan S. Bloom


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Confessions of a CPA: The Truth About Life Insurance, by Bryan S. Bloom

About the Author

Bryan began his financial career immediately following earning his CPA credentials and Bachelorรขโ‚ฌโ„ขs Degree in Accountancy from the University of Illinois. Later he earned his Masterรขโ‚ฌโ„ขs Degree in Business Administration from the University of Illinois Executive MBA program. His career started as a staff accountant for the State Universities Retirement System of Illinois where he eventually became the Chief Financial Officer. After 19 years of experience in public retirement matters, he worked for 5 years with Benefit Planning Consultants, Inc. - a third party administration corporation overseeing private retirement plans. He is currently associated with Chesser Financial, where he has been assisting individuals in their personal retirement planning for the last 13 years. 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. In 2010, Bryan was recognized by Ohio National with their Chairmanรขโ‚ฌโ„ขs Navigator Award, recognizing him for the personal integrity Bryan exhibits with his clients and business relationships. Bryan and his spouse of 32 years, Pam, live in Champaign, Illinois, and are avid fans of The University of Illinois Fighting Illini. They have two daughters, Callie and Corrie.

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Product details

Paperback: 146 pages

Publisher: Infinity Publishing (December 27, 2013)

Language: English

ISBN-10: 0741499762

ISBN-13: 978-0741499769

Product Dimensions:

5.5 x 0.3 x 8.5 inches

Shipping Weight: 6.4 ounces (View shipping rates and policies)

Average Customer Review:

4.4 out of 5 stars

54 customer reviews

Amazon Best Sellers Rank:

#62,006 in Books (See Top 100 in Books)

This is an excellent book on the subject of using whole life insurance to supplement your portfolio. It is a thought provoking look at an alternative to the usual risky investment strategies most people use for their retirement dreams. After reading the books contents, I still had questions that I was not sure of and decided to email this CPA for clarity. I honestly never expected to get a response, let alone a back and forth dialogue from Mr. Bloom that answered all of my questions and spiked my interest in this product. I highly recommend anyone interested in saving for retirement to read this book.

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, income and asset protective (when you pass away, early or late in life), and the ability to be your own bank by financing your purchases through yourself so you can build your own wealth instead of building all the Banks' wealth. A MUST, MUST READ!!! Bryan is right, not everyone does this because they don't know it exists. But those who do know it exists, DO USE IT! If you understand financial principles like opportunity cost, Rule of 72 (Compound interest and HOW IMPORTANT IT IS TO START INVESTING AS YOUNG AS POSSIBLE ANNNNND NOT NOT NOT DISTURBING THE GROWTH OF YOUR PRINCIPLE), multi-tasking your money, then this is the book for you!! And even if you don't understand those principles, READ IT ANYWAYS! This book was very entertaining to read, to me. It wasn't "Dry" at all to me. Bryan used very realistic examples and was very clear about everything he said, so that people would not misinterpret what he's trying to explain. I recommend this to all people, investors (novice-experts), friends, family, insurance agents, anyone who wants to understand insurance more and the benefits of it.

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.

Excellent book from a CPA's persepctive, rather than life insurance expert perspective. I think it makes for a better approach with some clients. I bought several copies to share with clients/prospects. I highly recommend!

Seems likes a cheerleader for the whole life insurance industry. I was hoping for a more balanced analysis of the solution. This author seems to have one tool - the whole life hammer - and every financial problem is a nail to him. Some of the math examples are disingenuous, particularly the one involving mortgages.One pro is that he explains the potentially useful features pretty well. Other than that, I'll be returning the book.

A great conceptual book! Everyone will have a different situation but the concept is well presented.I would recommend a good IUL with living benefits in most cases.

Nothing new.

i loved every piece of this book. A must read for any life insurance agent or anyone looking to further educate themselves about finance.

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In this Third Edition of their bestselling text, Kathryn Geldard and David Geldard provide a practical introduction to the principles and practices required for successful counseling, to show that working with young people can be both challenging and effective. The Third Edition has been completely revised and updated, and includes two new chapters. The book is divided into three main parts, covering:

  • How to understand the young client as a person
  • The pro-active approach of working with young people
  • The counseling skills and strategies needed

 

  • Sales Rank: #1450586 in Books
  • Brand: Brand: SAGE Publications Ltd
  • Published on: 2008-01-17
  • Original language: English
  • Number of items: 1
  • Dimensions: .73" h x 6.80" w x 9.54" l, 1.25 pounds
  • Binding: Paperback
  • 328 pages
Features
  • Used Book in Good Condition

Review
Praise for the First Edition: 'The book is clearly written, well-organized and lives up to its claim to be jargon-free. It is written in an interactive style which not only encourages the reader to consider and question issues but is also 'user-friendly'

About the Author
KATHRYN GELDARD, PhD, is a lecturer and counsellor supervisor in the School of Psychology and Counselling at the Queensland University of Technology (QUT) in Brisbane, Australia. Her research interests include adolescent peer counselling and counselling effectiveness as perceived by the adolescent client in the QUT Psychology and Counselling Clinic.

Kathryn is currently conducting research with Australian Aboriginal adolescents with regard to developing a culturally sensitive peer support program in a regional community. She is the author of a number of textbooks on counselling and has several years experience in supervising and training counsellors.

David Geldard has an international reputation as a counselling psychologist and for his work in counselling children and their families. 

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