The Challenge

Dream Killer Risk Quadrant from pg 24

Buy Term vs Cash Value

Taxation and Favorable Loans

Financial Pocketknife Illustration from pg 55

Transferring an Existing Policy

What is Indexed Universal Life Insurance?

The 401(k) Trojan Horse

The Financial Pocketknife Synopsis

Below are subject specific video clips from The Financial Pocketknife Infomercial (found on Home Page) .  They are "unlisted" on our YouTube channel but can be forwarded on once you click on them by hitting the Share button.  For mobile devices, you can copy and paste for text messages.  Each video is only 2 - 3 mins.   

What are Living Benefits?

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The Financial Pocketknife Infomercial

(FULL Version)

Topical Video Clips

Shh....It's a Secret!

6 Fs Dream Planner from pg 173

What are Dream Killers?

We are pleased to provide you with these free planning tools from the book.  Just click on the button! 

Market Loss Protection