Downloads From The Book
Mass Mutual Historical Case Study
This case study illustrates is a real world examples of a permanent cash value life insurance policy from one of the major mutual companies.
The Truth about participating whole life
A second case study that walks through a policy issued in 1963 and how it would have compared to buying term and investing the difference.
Stock market returns by Crestmont Research
A visual display of the actual returns in the stock market over any given period of time after fees and expenses.
Podcast with CPA Discussing Tax Realities
A discussion with a CPA about the impact of taxes and the consequences of tax deductions and tax deferrals.
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