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  • Writer: David H. Kinder, RFC®, ChFC®, CLU®
    David H. Kinder, RFC®, ChFC®, CLU®
  • Oct 16, 2020
  • 2 min read

Updated: Feb 8, 2024


One of the key things we do with those who are investigating our strategies for themselves is to encourage them do their own research. The internet will have no shortage of "keyboard warrior experts" to claim how "they're right and we're wrong." (I've found that "the internet" is full of data... but low on wisdom.)


While my blog has been read by many industry leaders and compliance experts, it's also good to reference 3rd party resources that don't have any vested interest whether or not one decides to move forward with us. They're just books, but they're very good!


Each of these links will be for the Kindle edition of these books so you can immediately purchase and read them:


Leave Behind Material (by request)

  • by Thomas F. Love




  • by Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

  • Michael is a self-proclaimed financial planning 'nerd' and (admittedly) not a huge fan of using life insurance in this way! The reason I reference his blog is that it is not only technically correct in the mechanics of what we do, but he also outlines some of the warnings and pitfalls and frankly some misrepresentations of how some of these policies are being shared with the public.


  • by Bryan Bloom, CPA


  • by Bryan Bloom, CPA


  • by Bryan Bloom, CPA


  • by David McKnight


  • by Matt Love


  • by Garrett Gunderson


  • by Daniel Rondberg


  • by Caleb Guilliams


  • by Robert Kiyosaki


Of course, I have my own blog articles, booklets, and white papers that, while I may have a bias towards what I love to talk about, are well cited and researched.

 
 

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Regulatory Disclosure: Not Legal, Tax, or Securities Investment Advice:

The material discussed on this web site is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice, nor does it represent any specific company or specific products.  David H. Kinder, RFC®, ChFC®, CLU® is not registered nor licensed as a Registered Investment Advisory Firm (RIA), Investment Advisor Representative (IAR), nor as a Registered Representative (RR) with any broker/dealer firm, and is therefore not registered with, or supervised by, the U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), or any state securities regulatory office.  As such, David H. Kinder, RFC®, ChFC®, CLU® does not provide investment advice, specifically: buying, selling, holding, risk analysis, or any other analysis of securities, nor the asset allocation of securities portfolios. For specific investment advice on your securities investment portfolio, please contact a licensed and registered investment professional in your state.

David H. Kinder, RFC®, ChFC®, CLU® does offer general investment information for educational purposes and may propose alternative financial strategies that do not contain or include securities. He does also discuss the pros and cons of various kinds of accounts (such as IRS regulated retirement plans) and is considered incidental advice surrounding various strategies and solutions, but does not necessarily constitute advice on the underlying securities.  

 

For tax or legal services and advice, please consult a licensed professional in your state.  Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary and the information should be relied upon only when coordinated with individual professional advice.

David H. Kinder, RFC®, ChFC®, CLU® is a life, accident & health insurance agent in California (CA Insurance License #0E54187) and can easily be licensed to do business in other states.   

David Kinder Insurance and Financial Wealth Solutions is the marketing name for David H. Kinder, RFC®, ChFC®, CLU® and is not affiliated with any other company. 

David Kinder Financial Consulting and Analysis Services offers separate financial analysis services that may be appropriate, offered by engagement agreement, and on a fee-for-service basis that does not offset commissions earned through product placement.  Any recommendations through these services can be implemented with any licensed professional the client chooses, including David Kinder Insurance and Financial Wealth Solutions.

 

Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Guarantees do not apply to the performance of any particular index option on fixed indexed insurance contracts, or on projected dividends on participating insurance contracts.  Planning results are not guaranteed and are subject to individual situations and circumstances. Listing company client access links under the "Client Access" menu does not constitute any endorsement, filing, or approval of this website or its content by such listed companies.  Client access links are provided for client convenience only.

The RFC® designation is conferred and issued by the International Association of Registered Financial Consultants (IARFC) and is used by permission.  
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