• Money. Wealth. Life Insurance.

  • How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings
  • By: Jake Thompson
  • Narrated by: Alan Caudle
  • Length: 1 hr and 27 mins
  • Unabridged Audiobook
  • Categories: Money & Finance, Insurance
  • 4.5 out of 5 stars (761 ratings)
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Publisher's Summary

America's elite have been using cash value life insurance to stockpile wealth for centuries. Used correctly, it is better described as a personal bank on steroids, and a financial bunker for tough times.

To be clear, this audiobook is not about the typical garbage peddled by most insurance agents. Rather, an alternative to the risky investment strategies taught by Wall Street. It details a highly efficient form of cash value life insurance designed to supercharge your savings and stockpile wealth. A product so powerful it's responsible for the success of Walt Disney, JC Penney, Ray Kroc, and thousands of others.

Here's what you'll discover:

  • How the wealthy use this vehicle to create more wealth, take less risk, and create predictable income they can't outlive
  • Why banks and corporations place billions of dollars in this powerful vehicle
  • How I earned over 300 percent returns leveraging my life insurance policies
  • How you can create a safe, predictable foundation to enhance every financial decision you make
  • How to win with taxes and keep more of the money you make

While the information compiled into this book is valuable, you'll also find three case studies that show you exactly how it works. You'll be able to visually see how it grows, how it's accessed, as well as the future income that can be taken.

©2014 Jacob Thompson (P)2015 Jake Thompson

What listeners say about Money. Wealth. Life Insurance.

Average Customer Ratings
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  • Overall
    5 out of 5 stars

Great nuggets

Excellent advice that puts the your objectives and needs before that of a financial advisor. I would recommend everyone read the book.

5 people found this helpful

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    5 out of 5 stars
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smart money savings

I loved it! I recommend for anyone who wants to get more out of life.

3 people found this helpful

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    2 out of 5 stars
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    3 out of 5 stars
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    2 out of 5 stars

Only for the novice.

Just a list of companies who used life insurance savings to supplement hard times. Oh yeah you need at least a mil to start with.

6 people found this helpful

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    1 out of 5 stars
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    1 out of 5 stars

The Voice

Jake, why on earth would you spend so much time writing a book to have it read by possibly the most annoying voice I have ever heard. It sounded as if Alan had been drinking before doing the audible for your book.

2 people found this helpful

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    1 out of 5 stars
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    1 out of 5 stars

what the heck was this?

incredible B.S. sales call.
He makes his own name up for this "Cash Value" life insurance policy and gives you unrealistic numbers of how to become your iwn banker. I certainly do not appreciate the long list of B.S. stories and companies he goes into saying that they too "do this". if you are going to write a book on how to, then you give information on industry practice, titles and how to go about it. You do not go by inventing your own term and have insurance agents look at you as some baboon. Typical American sales strategy to try and hook you on something that is not realistic unless you are young with good income, single, and debt free. And even then, there is nothing on this book you can actually research or go on and practice, because the information is just made up terms the author cleared out of thin air. Wow!!!! oh, and by the way, the "best seller" thing is a publishing trick they "Sell" so that you can place on your book. Think of it as a Yelp. The author has to PAY for the right to place "Best Seller" on the cover from whatever organization it may be. Many of you know New Yorks Best Seller icon, but in actuallity, authors or publishing houses pay for this title to have the right to say its a "New Yorks Best Seller"... It doesnt mean anything really, just a marketing scheme that publishers use to increase sales. Its a hidden little secret.

16 people found this helpful

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    3 out of 5 stars
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Sounded like a sales pitch

The content was very interesting, specially after having missed the boat at age 62! I wish I had someone giving me the advise I heard today, 40 years ago! My problem was with the narrator. Too much drama. Sounded like a sales guy, like me! Give more credibility by sounding factual. Take off the show.

1 person found this helpful

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    3 out of 5 stars
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    3 out of 5 stars

Good Material

I understand this book was written in 2013, so of course, the numbers are outdated. Although he does a great job explaining the different ways you can use life insurance, the numbers he presents are very biased. He definitely tweaks the numbers to over-exaggerate his point. But, I have to give credit where credit is due, the points he makes are correct.

The first 2/3 of the book it felt like he was repeating himself and bashing every other financial tool. The end of the book finished strong.

1 person found this helpful

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    5 out of 5 stars
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great book

I learned so much in the book. I will definitely will re read the book again.

1 person found this helpful

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  • GG
  • 11-16-21

Sales pitchy, and narrator’s dry mouth is infuriating to listen to

I am aware of high cash value life insurance and have had a policy in the past. I eventually sold due to better options available. This presentation isn’t wrong necessarily; but I find this audiobook to be less informative as it is trying to convince you to buy a policy. I listened to this title in order to expand on my basic knowledge, but left feeing that my time was wasted. Furthermore, it was bordering painful to listen to due to the narrator having an audibly apparent case of dry mouth with the annoying equivalence to chewing with your mouth open. He also talks to you like a child… nice, but like he’s trying to disarm your reservations with a tone you’d expect from a guy in a van trying to lure you in with candy. It just feels wrong. I recommend learning about all forms of investments from various sources to come up with what works well for you.

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Must listen too

Loved it ! I recommended this book to everyone that’s a insurance agent! This book is dope