What is Indexed Universal Life Insurance?

The 401(k) Trojan Horse

Topical Video Clips

6 Fs Dream Planner

Taxation and Favorable Loans

The Challenge

The Financial Pocketknife Synopsis

What are Dream Killers?

Shh....It's a Secret!

The Financial Pocketknife Infomercial

(FULL Version)

From the Dream Killer Scorecard

Financial Pocketknife Illustration

Dream Killer Risk Quadrant 

Market Loss Protection

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

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.   

Transferring an Existing Policy

Buy Term vs Cash Value

What are Living Benefits?