top of page
  • Writer's pictureDavid H. Kinder, RFC®, ChFC®, CLU®

Recommended Reading List

Updated: Feb 8


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



kitces
.com-How Life Insurance Loans Really Work And Why Its Problematic To Bank On Yoursel
Download COM-HOW LIFE INSURANCE LOANS REALLY WORK AND WHY ITS PROBLEMATIC TO BANK ON YOURSEL • 348KB

  • 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.

246 views

コメント


コメント機能がオフになっています。
bottom of page