Patrick Kelly - Walker v LSW

Not Patrick Kelly Book - (p164) - Book - Missed Fortune - book written by Douglas R. Andrew titled Missed Fortune 101 – A Starter Kit to Becoming a Millionaire.

Q Did he recommend that you read a book called Missed Fortune 101?
A Yes.
...
Q Did you read the book?
A No. I only read very small portions of the book.

...

Q Do you remember whether the book emphasized the importance of seeking the advice of a tax advisor to understand how the tax feature worked?
Q Do you remember whether the book said that you shouldn't fund a life insurance policy solely from the equity of your home?
Q Those weren't pages that you read?
Q Do you remember that the book said each person should seek competent legal and accounting advice?
Q Did you seek legal and accounting advice before
investing in the IUL?
Q Did you talk to a tax advisor?.

A - all No <Howlett>

2014 0416 – DOC 809 – Trial Transcript – Walker v LSW – 236p