While I share the author's concern about the national debt, the long-term outlook for Social Security and Medicare, and future tax rates... I didn't need to read the notes for a sales pitch training seminar on whole life insurance accelerated death benefit riders to get a confirming opinion.
I'm just a member of the 'general public' - not an insurance agent or financial professional. While not right for me in my situation, I guess the various whole life insurance-related products referenced in this book may be right for some people. But the products do seem very complex and there's a lot of repetitious gum-flapping and hand-waving in this breezy book - which I found kind of annoying after awhile (the book probably could have been edited down to 50 to 75 pages and not lost any informative content)
And like my previous (albeit long ago) experience looking at whole life insurance - lots of talk about cash values and tax-free income with zero discussion of the total cost of such policies (premiums + fees and other expenses) I realize actual total costs will vary depending upon the company and the policy particulars but surely there could be some rough-order-of-magnitude range estimates provided
As it is, there's really not enough information presented for anyone in the general public to make a first-cut determination whether these products are a good deal and may make sense for them... which I guess may be by design.
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No Stone Left Unturned: How to Cash In On This Hidden Treasure in the Tax Code (That Can Save You Hundreds of Thousands in Retirement) Kindle Edition
- ASIN : B089G4YVM2
- Language : English
- File size : 1498 KB
- Simultaneous device usage : Unlimited
- Text-to-Speech : Enabled
- Screen Reader : Supported
- Enhanced typesetting : Enabled
- X-Ray : Not Enabled
- Word Wise : Enabled
- Print length : 130 pages
- Customer Reviews:
4.5 out of 5
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Top reviews from other countries
Really aimed aimed at insurance agents...Reviewed in the United States on 12 June 2020
19 people found this helpful
This book is fantastic!!!!!!Reviewed in the United States on 6 June 2020
I’m in my forties now, but I’ve always been interested in my retirement. When I was 18 or 19 a guy told me if I took every paycheck and subtracted 50 -100 and put it toward my retirement I’d be set, unfortunately I only thought about it and didn’t listen. But this book has a lot of great ideas in it that I never would’ve thought of. I literally learned something in the very first chapter about taxable and nontaxable income! Another point that I like about this book is that it has disclaimers throughout, explaining the risk and explaining about how this scenario might not work but “you might also still have options.” I also did a check on who did the forwards and they even checked out as very informative authors and renown marketers. The quick links in the e book were fantastic all of the websites worked flawlessly. I picked it up, it read smoothly and I’m going to give it another read, simply because there’s just too much information for me to digest.
6 people found this helpful
An honest man
Timely!Reviewed in the United States on 5 June 2020
No Stone left unturned is a very timely read. With the uncertainty in our society right now this is A valuable source of information on planning your future. I was able to gain much insight on how to navigate everything dealing with retirement and Taxes. Planning one’s retirement Can be a scary proposition but the author has successfully laid out I believe in an easily digestible manner of doing exactly that. Much appreciated! Truly no stone left unturned.
4 people found this helpful
Insightful and useful readReviewed in the United States on 8 June 2020
I liked the way the book was written and the financial insights. The interview was particularly interesting for me. As a financial professional I am familiar with many different planning strategies and thought processes. The ideas presented through this book are not always easy to think about but when doing financial plans for my clients from now on, I will be sharing these points with my clients. The book will challenge you, and force you to recognize your own complacency within your own plan. Those of you who don’t have a plan... maybe it’s time to get one started. Excellent story telling helps convey complex ideas and the fact that solutions are presented to some pretty monumental problems is refreshing. Take an afternoon and read this book, it will help you retire with more money and more security.
4 people found this helpful
A must-read for anyone who wants to have a great retirement or help someone have one.Reviewed in the United States on 4 June 2020
This was an excellent book. I enjoyed how it was not filled with anecdotes and filled with proven information that I plan to implement to help me take control of my money & retirement savings to have a better retirement and life. I would recommend this anyone interested in having tax free & worry-free retirement.
5 people found this helpful