Author: John E. Moriarty
Publisher: Createspace Independent Publishing Platform
ISBN: 9781540667267
Category :
Languages : en
Pages : 82
Book Description
Through extensive research and a broad knowledge base on different financial institutions, we believe there are specific types of life insurance companies that offer specific types of life insurance contracts with certain beneficial features to a conservative saver. A properly trained financial professional can use these contracts to offer a conservative saver a tremendous alternative to traditional banking methods. Please understand that we are not actually creating a real bank for our clients or communicating that life insurance companies are the same as a bank. Rather we are attempting to design a financial vehicle that can mimic certain banking functions in one's personal/business economy - like financing big ticket purchases and controlling where your cash flow is stored.
Building Your Own Privatized Banking System
Author: John E. Moriarty
Publisher: Createspace Independent Publishing Platform
ISBN: 9781540667267
Category :
Languages : en
Pages : 82
Book Description
Through extensive research and a broad knowledge base on different financial institutions, we believe there are specific types of life insurance companies that offer specific types of life insurance contracts with certain beneficial features to a conservative saver. A properly trained financial professional can use these contracts to offer a conservative saver a tremendous alternative to traditional banking methods. Please understand that we are not actually creating a real bank for our clients or communicating that life insurance companies are the same as a bank. Rather we are attempting to design a financial vehicle that can mimic certain banking functions in one's personal/business economy - like financing big ticket purchases and controlling where your cash flow is stored.
Publisher: Createspace Independent Publishing Platform
ISBN: 9781540667267
Category :
Languages : en
Pages : 82
Book Description
Through extensive research and a broad knowledge base on different financial institutions, we believe there are specific types of life insurance companies that offer specific types of life insurance contracts with certain beneficial features to a conservative saver. A properly trained financial professional can use these contracts to offer a conservative saver a tremendous alternative to traditional banking methods. Please understand that we are not actually creating a real bank for our clients or communicating that life insurance companies are the same as a bank. Rather we are attempting to design a financial vehicle that can mimic certain banking functions in one's personal/business economy - like financing big ticket purchases and controlling where your cash flow is stored.
Becoming Your Own Banker
Author: R. Nelson Nash
Publisher:
ISBN: 9780972631600
Category :
Languages : en
Pages :
Book Description
Publisher:
ISBN: 9780972631600
Category :
Languages : en
Pages :
Book Description
Bank On Yourself
Author: Pamela Yellen
Publisher: Vanguard
ISBN: 0786745347
Category : Business & Economics
Languages : en
Pages : 258
Book Description
The Wall Street Journal, USA Today, and BusinessWeek bestseller Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future reveals the secrets to taking back control of your financial future that Wall Street, banks, and credit card companies don’t want you to know. Can you imagine what it would be like to look forward to opening your account statements because they always have good news and never any ugly surprises? More than 100,000 Americans of all ages, incomes, and backgrounds are already using Bank On Yourself to grow a nest-egg they can predict and count on, even when stocks, real estate, and other investments tumble. You’ll meet some of them and hear their stories of how Bank On Yourself has helped them reach a wide variety of short- and longterm personal and financial goals and dreams in this book.
Publisher: Vanguard
ISBN: 0786745347
Category : Business & Economics
Languages : en
Pages : 258
Book Description
The Wall Street Journal, USA Today, and BusinessWeek bestseller Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future reveals the secrets to taking back control of your financial future that Wall Street, banks, and credit card companies don’t want you to know. Can you imagine what it would be like to look forward to opening your account statements because they always have good news and never any ugly surprises? More than 100,000 Americans of all ages, incomes, and backgrounds are already using Bank On Yourself to grow a nest-egg they can predict and count on, even when stocks, real estate, and other investments tumble. You’ll meet some of them and hear their stories of how Bank On Yourself has helped them reach a wide variety of short- and longterm personal and financial goals and dreams in this book.
Private Banking
Author: Boris F. J. Collardi
Publisher: John Wiley & Sons
ISBN: 0470826991
Category : Business & Economics
Languages : en
Pages : 292
Book Description
An insightful overview of the keys to world-class client service in the private banking sector As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert. Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal. Outlines how to implement a practical strategy for success in the growing private banking sector Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands Includes case studies and other resources to show the keys to private banking done right in action Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.
Publisher: John Wiley & Sons
ISBN: 0470826991
Category : Business & Economics
Languages : en
Pages : 292
Book Description
An insightful overview of the keys to world-class client service in the private banking sector As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert. Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal. Outlines how to implement a practical strategy for success in the growing private banking sector Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands Includes case studies and other resources to show the keys to private banking done right in action Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.
Money. Wealth. Life Insurance.
Author: Jake Thompson
Publisher: Jake Thompson
ISBN:
Category : Business & Economics
Languages : en
Pages : 75
Book Description
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 book 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. ______________ Influencers of this book are Nelson Nash, his book "Becoming Your Own Banker: Unlock the Infinite Banking Concept"; Pamela Yellen, her book "Bank on Yourself"; Dwayne Burnell, his book "Financial Independence in the 21st Century - Life Insurance * Utilize the Infinite Banking Concept * Compliment Your 401K - Retirement Planning With Permanent Whole Life versus Term or Universal - Create Financial Peace"; and my Father Dan Thompson, and his book "The Banking Effect: Acquiring wealth through your own Private Banking System." I was introduced to these financial strategies at a young age, and this is book represents the effort and energy on both the part of everyone of my mentors, these authors here, as well as my own diligence in learning about and implementing these very same strategies into my personal finances. This book is designed to simplify some of the concepts surrounding cash value life insurance, such as Infinite Banking and Bank on Yourself, and make them easier to understand, stripping them down to the core benefits of cash value life insurance.
Publisher: Jake Thompson
ISBN:
Category : Business & Economics
Languages : en
Pages : 75
Book Description
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 book 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. ______________ Influencers of this book are Nelson Nash, his book "Becoming Your Own Banker: Unlock the Infinite Banking Concept"; Pamela Yellen, her book "Bank on Yourself"; Dwayne Burnell, his book "Financial Independence in the 21st Century - Life Insurance * Utilize the Infinite Banking Concept * Compliment Your 401K - Retirement Planning With Permanent Whole Life versus Term or Universal - Create Financial Peace"; and my Father Dan Thompson, and his book "The Banking Effect: Acquiring wealth through your own Private Banking System." I was introduced to these financial strategies at a young age, and this is book represents the effort and energy on both the part of everyone of my mentors, these authors here, as well as my own diligence in learning about and implementing these very same strategies into my personal finances. This book is designed to simplify some of the concepts surrounding cash value life insurance, such as Infinite Banking and Bank on Yourself, and make them easier to understand, stripping them down to the core benefits of cash value life insurance.
Where Does Money Come From?
Author: Josh Ryan-Collins
Publisher:
ISBN: 9781908506542
Category : Banks and banking
Languages : en
Pages : 186
Book Description
Based on detailed research and consultation with experts, including the Bank of England, this book reviews theoretical and historical debates on the nature of money and banking and explains the role of the central bank, the Government and the European Union. Following a sell out first edition and reprint, this second edition includes new sections on Libor and quantitative easing in the UK and the sovereign debt crisis in Europe.
Publisher:
ISBN: 9781908506542
Category : Banks and banking
Languages : en
Pages : 186
Book Description
Based on detailed research and consultation with experts, including the Bank of England, this book reviews theoretical and historical debates on the nature of money and banking and explains the role of the central bank, the Government and the European Union. Following a sell out first edition and reprint, this second edition includes new sections on Libor and quantitative easing in the UK and the sovereign debt crisis in Europe.
Pragmatic Capitalism
Author: Cullen Roche
Publisher: Macmillan
ISBN: 1137279311
Category : Business & Economics
Languages : en
Pages : 252
Book Description
An insightful and original look at why understanding macroeconomics is essential for all investors
Publisher: Macmillan
ISBN: 1137279311
Category : Business & Economics
Languages : en
Pages : 252
Book Description
An insightful and original look at why understanding macroeconomics is essential for all investors
Understanding Specially Designed Life Insurance Contract
Author: John E. Moriarty
Publisher: Createspace Independent Publishing Platform
ISBN: 9781519692344
Category :
Languages : en
Pages : 124
Book Description
Habits are the key to financial success. It doesn't matter how much money you make, save, inherit, or receive if you don't have the simple habits of saving first and spending less money than you have available. Otherwise, your financial picture could be in jeopardy. Utilization strategies are seldom a topic financial professionals educate their clients about when discussing their financial pictures. Our industry is usually zeroed in on investment conversations and the majority of financial vehicles that exist in the marketplace today revolve around a risk/return mindset. The thinking is that in order to achieve higher returns, an investor must be prepared to take on more risk in their financial picture. Our focus with utilization strategies centers around four main questions concerning a client's cash flow awareness:* What is the purpose of your money? To Invest or Spend?* What is the time horizon for each purpose? Long Term or Short Term?* Are their specific risks you would like to minimize over that time frame?* Where do you currently store your savings?Getting answers to these questions allows the financial professional to act as an advocate for their clients' best interests. Ultimately, we aim to teach our clients to simply discover what dollars are flowing into your control and what dollars are flowing out of your control. Then, strategize so more money flows into your control. The end result will be more money for you to retain and utilize during your lifetime and more money for future generations.Through extensive research and a broad knowledge base on different financial institutions, we believe there are specific types of life insurance companies that offer specific types of life insurance contracts with certain beneficial features to a conservative saver. A highly trained financial professional can use these contracts to offer a conservative saver a tremendous alternative to traditional banking methods. Please understand that we are not actually creating a real bank for our clients or communicating that life insurance companies are the same as a bank. Rather we are attempting to design a financial vehicle that can mimic certain banking functions in one's personal/business economy - like financing big ticket purchases and controlling where your cash flow is stored.
Publisher: Createspace Independent Publishing Platform
ISBN: 9781519692344
Category :
Languages : en
Pages : 124
Book Description
Habits are the key to financial success. It doesn't matter how much money you make, save, inherit, or receive if you don't have the simple habits of saving first and spending less money than you have available. Otherwise, your financial picture could be in jeopardy. Utilization strategies are seldom a topic financial professionals educate their clients about when discussing their financial pictures. Our industry is usually zeroed in on investment conversations and the majority of financial vehicles that exist in the marketplace today revolve around a risk/return mindset. The thinking is that in order to achieve higher returns, an investor must be prepared to take on more risk in their financial picture. Our focus with utilization strategies centers around four main questions concerning a client's cash flow awareness:* What is the purpose of your money? To Invest or Spend?* What is the time horizon for each purpose? Long Term or Short Term?* Are their specific risks you would like to minimize over that time frame?* Where do you currently store your savings?Getting answers to these questions allows the financial professional to act as an advocate for their clients' best interests. Ultimately, we aim to teach our clients to simply discover what dollars are flowing into your control and what dollars are flowing out of your control. Then, strategize so more money flows into your control. The end result will be more money for you to retain and utilize during your lifetime and more money for future generations.Through extensive research and a broad knowledge base on different financial institutions, we believe there are specific types of life insurance companies that offer specific types of life insurance contracts with certain beneficial features to a conservative saver. A highly trained financial professional can use these contracts to offer a conservative saver a tremendous alternative to traditional banking methods. Please understand that we are not actually creating a real bank for our clients or communicating that life insurance companies are the same as a bank. Rather we are attempting to design a financial vehicle that can mimic certain banking functions in one's personal/business economy - like financing big ticket purchases and controlling where your cash flow is stored.
Back-Alley Banking
Author: Kellee S. Tsai
Publisher: Cornell University Press
ISBN: 1501717154
Category : Political Science
Languages : en
Pages : 335
Book Description
Chinese entrepreneurs have founded more than thirty million private businesses since Beijing instituted economic reforms in the late 1970s. Most of these private ventures, however, have been denied access to official sources of credit. State banks continue to serve state-owned enterprises, yet most private financing remains illegal. How have Chinese entrepreneurs managed to fund their operations? In defiance of the national banking laws, small business owners have created a dizzying variety of informal financing mechanisms, including rotating credit associations and private banks disguised as other types of organizations. Back-Alley Banking includes lively biographical sketches of individual entrepreneurs; telling quotations from official documents, policy statements, and newspaper accounts; and interviews with a wide variety of women and men who give vivid narratives of their daily struggles, accomplishments, and hopes for future prosperity. Kellee S. Tsai's book draws upon her unparalleled fieldwork in China's world of shadow finance to challenge conventional ideas about the political economy of development. Business owners in China, she shows, have mobilized local social and political resources in innovative ways despite the absence of state-directed credit or a well-defined system of private property rights. Entrepreneurs and local officials have been able to draw on the uncertainty of formal political and economic institutions to enhance local prosperity.
Publisher: Cornell University Press
ISBN: 1501717154
Category : Political Science
Languages : en
Pages : 335
Book Description
Chinese entrepreneurs have founded more than thirty million private businesses since Beijing instituted economic reforms in the late 1970s. Most of these private ventures, however, have been denied access to official sources of credit. State banks continue to serve state-owned enterprises, yet most private financing remains illegal. How have Chinese entrepreneurs managed to fund their operations? In defiance of the national banking laws, small business owners have created a dizzying variety of informal financing mechanisms, including rotating credit associations and private banks disguised as other types of organizations. Back-Alley Banking includes lively biographical sketches of individual entrepreneurs; telling quotations from official documents, policy statements, and newspaper accounts; and interviews with a wide variety of women and men who give vivid narratives of their daily struggles, accomplishments, and hopes for future prosperity. Kellee S. Tsai's book draws upon her unparalleled fieldwork in China's world of shadow finance to challenge conventional ideas about the political economy of development. Business owners in China, she shows, have mobilized local social and political resources in innovative ways despite the absence of state-directed credit or a well-defined system of private property rights. Entrepreneurs and local officials have been able to draw on the uncertainty of formal political and economic institutions to enhance local prosperity.
The Bank On Yourself Revolution
Author: Pamela Yellen
Publisher: BenBella Books, Inc.
ISBN: 193952931X
Category : Business & Economics
Languages : en
Pages : 305
Book Description
New York Times bestseller Do you know what your retirement account will be worth on the day you plan to tap into it? Do you know what the tax rates will be for the rest of your life? Do you know how long you're going to live? Most people have no clue...and that's the problem with conventional financial planning: It's based on things you can't predict or control. Wall Street lost more than 49% of the typical investor's money – twice – since the year 2000. And studies show that because they followed the conventional wisdom, almost half of all Boomers won't have enough money to cover even basic living expenses during their retirement years. Now the financial gurus whose advice got you into this mess in the first place are telling you to "take more risk," "work till you drop," and "plan on spending less in retirement." Don't let them fool you again! In The Bank On Yourself Revolution, financial security expert Pamela Yellen details how hundreds of thousands of people of all ages and incomes have bucked the system to secure their families' financial futures without gambling in the Wall Street Casino or taking any unnecessary risks. You'll discover a proven step-by-step plan for growing your wealth safely, predictably, and guaranteed every single year – even when the markets are tumbling. And you'll learn how to bypass banks, credit card and financing companies to become your own source of financing for cars, vacations, a college education, business expenses and other major purchases. The Bank On Yourself Revolution isn't a "get-rich-quick" scheme; it's about having real wealth and financial security for as long as you live. You can finally know how much money you'll have next year, in 10, 20 or 30 years – and at every point along the way. Join the Revolution and take control of your own financial future!
Publisher: BenBella Books, Inc.
ISBN: 193952931X
Category : Business & Economics
Languages : en
Pages : 305
Book Description
New York Times bestseller Do you know what your retirement account will be worth on the day you plan to tap into it? Do you know what the tax rates will be for the rest of your life? Do you know how long you're going to live? Most people have no clue...and that's the problem with conventional financial planning: It's based on things you can't predict or control. Wall Street lost more than 49% of the typical investor's money – twice – since the year 2000. And studies show that because they followed the conventional wisdom, almost half of all Boomers won't have enough money to cover even basic living expenses during their retirement years. Now the financial gurus whose advice got you into this mess in the first place are telling you to "take more risk," "work till you drop," and "plan on spending less in retirement." Don't let them fool you again! In The Bank On Yourself Revolution, financial security expert Pamela Yellen details how hundreds of thousands of people of all ages and incomes have bucked the system to secure their families' financial futures without gambling in the Wall Street Casino or taking any unnecessary risks. You'll discover a proven step-by-step plan for growing your wealth safely, predictably, and guaranteed every single year – even when the markets are tumbling. And you'll learn how to bypass banks, credit card and financing companies to become your own source of financing for cars, vacations, a college education, business expenses and other major purchases. The Bank On Yourself Revolution isn't a "get-rich-quick" scheme; it's about having real wealth and financial security for as long as you live. You can finally know how much money you'll have next year, in 10, 20 or 30 years – and at every point along the way. Join the Revolution and take control of your own financial future!