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Money Wealth Life Insurance

Money Wealth Life Insurance Summary

Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings

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 every one 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.

About the Author

Financial expert Jake Thompson has helped thousands of individuals, families, and business owners use cash value life insurance to build wealth and find financial peace of mind. He is one of the founders of Real Wealth Financial, an innovative financial strategies company specializing in proven models used by the wealthy. Learn more about him and his company at

Money Wealth Life Insurance Introduction

Excerpt. © Reprinted by permission. All rights reserved.

The Greatest Test of All

Please travel with me in history for just a moment. It’s the latter half of the 18th century, America has just gained its freedom, and the birth of a great nation is underway. Some of the greatest minds in history are creating their footprint on the very land we stand on today.

Among many memorable events, one of the first financial tools of the western world is created. A tool with origins dating back to ancient Rome. And while no one knows it just yet, it will become a lifeline, a protection, and a champion of the greatest test of all…

…the test of time.

It will literally save thousands of individuals, families, and businesses from financial ruin and devastation. It will be a beacon of hope in the midst of chaos. And most importantly, it will be a source of stability and control in an industry full of crooks and criminals, willing to do anything to make an extra buck.

Over the next few centuries, it will be so ingrained in American culture that making changes to it will be near impossible. It will become the last place truly protected from the corruption of greedy investors, untamed government, and unforeseen financial turmoil.

I like to refer to this tool as a personal bank on steroids, an unparalleled place to stockpile cash, and a financial bunker for tough times…

…but it is better known as cash value life insurance.

In this book I’m going to show you why and how many wealthy Americans, banks, and businesses have used life insurance as a platform for wealth. I’m going to help you see why I’ve made it the foundation for every part of my finances, and how you can do the same.

I’m also going to share with you how to create and use a specialized type of life insurance I call “high cash value life insurance,” and how you can use it to benefit yourself and your loved ones. I’m going to teach you things only a small fraction of financial advisors and insurance agents have ever even heard of, much less understand. And finally, I’m going to share with you the raw numbers, the proof, three case studies to illustrate exactly how it works.

Now let’s be clear. I’m not talking about that “garbage” peddled by most insurance agents.

Rather, I’m talking about a highly efficient, supercharged savings vehicle designed for stockpiling wealth. A product so powerful it’s responsible for the success of Walt Disney, JC Penney, McDonald’s, and thousands of others. I’m talking about a vehicle designed by the wealthy to virtually guarantee financial success and amass wealth. More on that shortly…

Now back to history. For the next century and a half America is booming. While we are young and ambitious, we are taking massive strides, firmly making our way into the pages of history.

Benjamin Franklin discovers electricity.

Thomas Edison invents the light bulb.

Alexander Graham Bell invents the telephone.

We hit the Roaring Twenties, the decade that followed World War I. It is a time of wealth and excess; a time when people believe in the markets, the economy, and the government. But what soon follows would disrupt the lifestyle of almost every American…

…a series of truly tragic events…

…a time known as “The Great Depression.”

he Great Depression

In October of 1929, the stock market suffered severe losses. It plunged over 22% in just a few short days, making headlines across the country. But this was only the beginning.

Over the next several years, the markets would have difficulty recovering. The Dow Jones Industrial Average[1] would take a staggering 32-year setback, losing nearly 90% of its value.

From it’s peak of 381.17 in September 1929, it would close at a shocking 41.22 on July 8, 1932.

It would take another 22 years to surpass it’s all time high before the crash in 1929.

Nearly 25% of all American’s would be unemployed and unable to find work. 

Over 40% of banks would shutdown.

Millions of savings accounts would simply disappear.

Here’s where it gets interesting…

While banks, businesses, and government sectors were closing their doors, one sector of the economy stood strong and steady, unaffected by these horrible circumstances. Life insurance companies.

Life insurance companies remained virtually unscathed. While the markets suffered severe losses, owners of cash value life insurance didn’t lose a dime. They didn’t lose any money in the Great Depression, and they haven’t lost money since.

In fact, it was such a stable place to have money that while many people lost everything, those who owned life insurance were paid profits in every single year of the Great Depression, and every single year after.

It was truly a beacon of hope amid fear and chaos. It was the only place that truly triumphed the devastation of that time.

This is extremely significant. Some believe our most difficult times are ahead of us. With difficult political issues at the door like the national debt, government spending, Social Security, Medicare, as well as economic issues like inflation, taxes, debt, and so on, knowing how and where to keep your money safe is becoming increasingly important.

As you’ll soon discover, life insurance companies played a big role in helping families and businesses stay afloat, and ultimately trump these difficult circumstances.


When the market crashed in 1929, JCPenney, then a dry goods store for mining and farm families, was severely affected.

As the sole owner, James Cash Penney took a huge dive in company and personal wealth. The financial setbacks were so devastating that it even took a toll on his physical and mental health.

Fortunately, Mr. Penney had accumulated massive wealth inside his cash value life insurance policies, and was able to borrow against them to help the company stay afloat and eventually rebound. If he hadn’t used cash value life insurance as a tool to keep his money safe and accessible, it likely wouldn’t have been there, and JCPenney would have likely closed it’s doors.

When he died, the Grand Rapids Press wrote the following about him: “In the Great Stock Market Crash of 1929 he was almost wiped out, but with the money he borrowed on his $3 million dollar life insurance policy, he was able to rebound.”

Today, JCPenney takes in revenues of $18 billion a year and has over 1,100 stores worldwide.

Walt Disney

Walt Disney is a man who has influenced the vast majority of people across the globe. From animated pictures, to theme parks and attractions, most of us have enjoyed the work he did in his life.

But what most people don’t know is that without his cash value life insurance policies, much of what he built would not exist today.

Ever been to Disneyland? It is one of the most popular attractions in the world. People fly in from all over the world to visit this magical kingdom.

But when Walt Disney wanted to take his successful animated features and television programs and turn them into an amusement park for children and parents, not everyone believed in his vision.

At the time, the only amusement parks in the country were run-down attractions. They were known to be shady and dirty, and were hardly a place for families and children.

Believing it would be unsuccessful, potential financiers of Walt’s venture rejected his request for financing. If Walt wanted to start his theme park, he’d have to find another way.

Fortunately Walt was a very savvy individual, known for his success in business and finance, and had been stockpiling cash into his life insurance policies. Since banks and lenders continued to reject his financing needs, he decided to provide his own financing. Among other things, Walt borrowed against his cash value life insurance policies, and in 1955, Disneyland opened its doors for the first time. Within 1 year over 3.5 million people visited the park. It was an instant success.

“It takes a lot of money to make these dreams come true. From the very start it was a problem. Getting the money to open Disneyland. About $17 million it took. And we had everything mortgaged, including my personal insurance…” – Walt Disney


All of us know McDonald’s, the largest fast food restaurant in the world, but not everyone knows Ray Kroc.  Ray was one of three partners interested in a nationwide franchise of restaurants that sold hamburgers. After six years of being in business, Ray bought out the McDonald brothers and became the sole owner of the McDonald’s we know today.

What’s more interesting is that Ray relied heavily on cash value life insurance to store money. It played a major role in getting the company off the ground.

For the first eight years Ray didn’t take a salary, and made good use of his two cash value life insurance policies to help overcome constant cash-flow problems. He used them to help cover the salaries of key employees, to pay for unforeseen expenses, and he even used some of the money to create an advertising campaign around the infamous Ronald McDonald.

Today, McDonald’s serves more than 50 million people every day, with more than 30,000 locations around the world. Much of the success of McDonald’s can be attributed to Ray’s wise use of cash value life insurance.

Foster Farms

In 1939, a young couple named Max and Verda Foster borrowed against their life insurance policies to invest in an 80-acre farm in California to raise turkeys and chickens. Today, Foster Farms has more than 10,000 employees and sells products all across the globe.

Stanford University

After Leland and Jane Stanford lost their son to typhoid fever, they focused their efforts and their wealth on helping other people’s children.

In 1891 the first 555 students enrolled at Stanford University. But after Leland died in 1893, it became a financial struggle. Not wanting to give up what she so deeply believed in, Jane used her husband’s life insurance policy proceeds to help fund operations and pay faculty, allowing Stanford University to weather a dangerous six-year period of financial distress.

Pampered Chef

After having success with Tupperware’s marketing strategy, Doris Christopher believed women needed tools to help them make cooking quicker and easier.

Using her cash value life insurance policy, Doris funded the first inventory for what is now a billion dollar company with over 12 million customers, Pampered Chef.

Millions More

While we’ve only covered a few stories here, there are millions more that benefit from cash value life insurance every day. But individuals aren’t the only ones taking advantage of its benefits. Banks and Corporations are notorious for placing billions of dollars in cash value life insurance.

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Money Wealth Life Insurance

Money. Wealth. Life Insurance PDF

Product details:

EditionInternational Edition
ISBN1494896478, 978-1494896478
Posted onJanuary 1, 2014
Page Count70 pages
AuthorJake Thompson

Money Wealth Life Insurance PDF Free Download - Epicpdf

Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings


Author: Jake Thompson

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