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Publisher's Summary

Dream killers are financial and life issues that prevent us from living life to the fullest and achieving our dreams. They include financial issues such as inflation, taxes, and market risk, and life issues such as premature death, job loss, and fear. Our success or failure in achieving our goals and dreams are often dependent on how we battle these dream killers. But in today’s modern economy, life is busy and financial issues can be confusing. The result can often lead us to great struggle in our lives and cause us to “settle” and give up on our dreams. 

Ideally, it would be optimal if we had a convenient and effective way to combat these dream killers with a powerful and versatile tool. Just as a pocketknife combines many valuable tools into one “super tool”, The Financial Pocketknife incorporates many financial tools into one financial product...indexed universal life insurance. The Financial Pocketknife explains why indexed universal life insurance is one of the most powerful financial tools ever designed to help families beat the dream killers and build a strong financial foundation.

©2018 James L Stoddard Jr. (P)2019 James L Stoddard Jr.

What listeners say about The Financial Pocketknife

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  • Overall
    5 out of 5 stars
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great information. easy to listen to.

it was a struggle to finish, however it is one of the best books on money I've read lately.

1 person found this helpful

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A MUST READ 4 EVERY ADULT!

Thank you James. Absolutely love all the quotes and references to money. My biggest take away is that successful people jump into the deep end and swim...make adjustments later!!!

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A pocket knife of a book

This book helped me understand the value of these financial products in a very digestible way! I think everyone in the financial industry should check this book out.

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Good content, delivery a little difficult to digest

I would recommend this book to anyone who is considering investing in an IUL policy. I would also recommend this book to someone who wants to learn more about investing in one’s future.

I didn’t know much about the importance of saving for retirement, and I appreciate the content of this book.

At some times it’s a little hard to stay focused, but overall I got the gist that IUL is a good option for me. It’s actually kind of amazing.

The sound quality and narration varies between chapters which made listening a little difficult. One narrator is very clear in a sound proof room while the other’s voice echoes and is hard to hear especially when I was listening while driving. Hopefully, they’ll have one person narrate the whole book in a sound proof studio.

But I recommend it regardless. I still listened to the whole book and got value. Thanks!

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great resource

He did a great job of making a complicated tool very understandable. I send this book to friends often

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a must

if you love your family then make sure each one of them listen to this book.

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Great Basics

This book is great for a novice trying to understand indexed universal life. If you are an expert, you may not enjoy it.