The Wealth Advisors Guide to Life Insurance: A Crash Course For Trustees, Attorneys, CPAs and Family Offices (Paperback)


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The Wealth Advisors Guide to Life Insurance: A Crash Course For Trustees, Attorneys, CPAs and Family Offices Cover Image


Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one who reviewed it remarked, it "deserves a place in every wealth advisor's reference library."

An easy to read the book, it "takes a complicated subject and makes it easy to digest." Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an "essential resource" for you providing the knowledge you need to help your clients maximize the benefits of life insurance.

As one industry expert said after reading the book..."there are other fine books on life insurance...but none as concise and readable."

For more information about the book and its author, you can visit

Author Bio:

Michael brings a unique perspective to the life insurance discussion. After a successful sales career developing life insurance strategies for high net worth clients, Michael, along with two partners started a company in 2007 that has evolved into the largest manager of in-force life insurance policies in the country.

Michael developed the prudent practices for trust-owned life insurance (TOLI) policy purchase and management that gave the firm its niche in that market becoming not only a guide but an educator, to trustees and fiduciaries nationwide.

Today, Michael works with advisors and policyholders - with his focus on one goal - maximizing the value of life insurance.

Product Details
ISBN: 9781977212412
ISBN-10: 1977212417
Publisher: Outskirts Press
Publication Date: May 22nd, 2019
Pages: 82
Language: English