Doug Andrew – Missed Fortune 2005 – Book – 297p 2005 0906 – Victoria Advocate – Taking ‘Missed Fortune 101 ‘ to the reality lab, by Scott Burns, Investors Network – Page 7  06 Sep 2005, Tue Victoria Advocate (Victoria, Texas) Newspapers.com 2007 – Book Review – Missed Fortune 101, by Doug Andrew’s – Review by…

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MoneyTrax – Circle of Wealth moneytrax.com/ youtube.com/@CircleofWealthbyMoneyTrax Don Blanton “Private Reserve Strategy” MoneyTrax – Circle of Wealth – Ten Minute Lesson on Life Insurance – cow.moneytrax.com/f1/cow_fmli2_natlifegrp.htm Example Script There is the “minimum one can pay” for a given amount of insurance coverage for a specific age and the “maximum one can pay”. Who determines the…

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LEAP – Lifetime Economic Acceleration Process youtube.com/@LeapSystems Leap: Lifetime Economic Acceleration Process Hardcover – January 1, 2005, by Robert Castiglione https://www.csbj.com/premier/opinion/letters_to_editor/leap-leader-defends-system/article_0648301f-3f74-5043-99c3-53370c25c72e.html The article that appeared in your magazine titled “Bad books can make good investment lessons” written by Allan Roth is intellectually dishonest. https://www.csbj.com/premier/opinion/wharton-school-s-prestige-loses-some-of-its-luster/article_800c2842-1384-574a-9c4d-dbe199e8d479.html https://www.youtube.com/watch?v=BfmDSB-Hya4  Bob Castiglione – Economic Warrior https://s3.amazonaws.com/lmrreport/lmr_06_2014_web2.pdf Joseph Belth No. 324: LEAP…

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Investment Oriented Life Insurance Products joinwai.com/seminar.html SEMINAR PRESENTATION SUPPORT FROM DAVID MACCHIA ONE OF THE INDUSTRY’S TOP PUBLIC SPEAKERS- AND LEADING EXPERT IN RETIREMENT INCOME- WILL HELP YOU MAXIMIZE THE SUCCESS OF YOUR EDUCATIONAL EVENTS Paine Webber – The Alternative Plan: How to Create Tax-advantaged Retirement Income. The Paine Webber – David Macchia Retirement Income…

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Kai-Zen youtube.com/@NIWcorp niwcorp.com/retirement-planning/kai-zen niwcorp.com/myilia Introducing ILIA® – Created in 2000, NIW Companies specializes in innovative estate, business, and retirement planning solutions for high net-worth or high-income earning professionals using bank financing to enhance the clients’ benefits. NIW combines extensive industry expertise and alternative thinking to offer financial solutions that are high quality, durable, and cost-effective.…

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Tax Shelters 2003 0719 – NYT – Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston – [link-Paywall Free] Since the government began attacking tax shelters in earnest two years ago, a growing number of individuals and corporations who bought shelters that the I.R.S. has either demolished, or may demolish, have filed lawsuits against…

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Sold, Not Bought … but you know there is a saying about life insurance, that it’s sold, not bought. And something similar can be said about a fair amount of lending activity. 2010 0528 – FCIC – Interview – Transcript – Larry Summers – 80p (p285) – J. B. Ecclesine, editor of The New York Underwriter -…

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MetLife – 50/50 Plan Mohney v. Forney 1996 – United States District Court for the Western District of Pennsylvania (D.C. Civil No. 96-cv-00854) 2003 – THIRD CIRCUIT – UNITED STATES COURT OF APPEALS No. 03-1436 2004 – Opinion – 13p 1998 – LC – Richard Sabo v. Metropolitan Life Insurance- casetext.com/case/sabo-v-metropolitan-life-insurance-company Court: United States Court of…

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