Best Life Insurance Books of 2025

This book, titled "Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings," is an informative guide on how cash value life insurance can be used as a personal bank to stockpile wealth. The author provides case studies that visually demonstrate how this strategy works. The book is a great alternative to risky investment strategies and offers a safe, predictable foundation for enhancing financial decisions. The author's personal experience with earning over 300 percent returns on life insurance policies adds credibility to the information provided. Overall, this book is a valuable resource for anyone interested in using life insurance for wealth-building purposes.

The Personal Finance QuickStart Guide by Morgen B. Rochard CFA, CFP®, RLP® is a beginner's guide to taking control of finances in 2022 and beyond. The book covers everything from eliminating financial stress to building wealth and achieving financial freedom. Rochard presents personal finance wisdom in a simple, easy-to-understand way that anyone can start using today. The book is filled with personal stories and practical advice that makes it easy for readers to take control of their finances and live their most fulfilled life. This book is perfect for anyone, regardless of their financial journey, who wants to make positive financial changes in their life.

IUL ASAP is a book that educates readers on the power of the IUL as a financial security vehicle for Americans. The author, Shirley Luu, provides readers with knowledge on how to invest, grow, and protect their money like the wealthy using this investment strategy. This book is great for anyone who has never invested before or for those who have millions in savings already. It is also ideal for individuals, families/couples, and business owners. Overall, this book is a valuable resource for those looking to understand how to generate tax-free income, protect their money, and leave a legacy.

In "Life and Health Insurance Exam Prep", Mometrix Test Preparation provides an in-depth review of the Life and Health Insurance Exam, including test sections such as life policies, health policies, and field underwriting procedures. The book also includes online access to practice test questions to help prepare readers for the actual exam. The use of flashcards and spaced repetition make learning fun and efficient. Overall, this study aid can help readers avoid the disappointment of poor exam results and open doors to new opportunities in the future.

The book "Top 25 Ways an IUL can Secure Your Financial Future: And Build a Tax-Free Family Bank!" by R.R. Bowker is an informative guide on how to use Indexed Universal Life Insurance (IUL) to secure a financial future. It explains how IUL can protect investors from taxes and market declines, and how families can use it as a hedge against inflation and rising taxes. The book also provides insights on building a personal tax-free family bank and growing retirement accounts. It's an excellent read for anyone looking to invest wisely and generate returns greater than the majority of investors.

The Executor's Handbook is a comprehensive guide for personal representatives, administrators, and beneficiaries who are tasked with settling an estate. The book covers all aspects of estate administration, including funeral arrangements, probate, asset and liability management, and personal representative compensation. Written in straightforward language, it offers practical advice and includes tables of state income tax rates, intestacy laws, and state-by-state probate requirements. The glossary, index, and list of recommended works make it a complete handbook. Overall, this book is an essential resource for anyone who needs guidance on settling an estate.

The Art Williams Phenomenon is a captivating read that tells the story of how a high school football coach from Georgia led a team of "nobodies" to beat the largest life insurance companies in the world and change the financial services industry forever. Author Bill Orender, who was one of those 85 who followed Art Williams into the unknown, shares the effects of Art's unique leadership style and winning mindset that are still on display today in financial services. This book is a must-read for anyone interested in entrepreneurship and leadership.

The End of Life Planning Workbook is a useful resource for anyone looking to organize their important information in one place. The book provides valuable insight into the importance of planning for the future and ensuring that loved ones are not left overwhelmed after a passing. The stories of Steve and Mary serve as a reminder of the consequences of not being prepared. The workbook covers everything from financial information to messages for friends and next-of-kin. Overall, the book is a helpful tool for anyone looking to ensure that their important information is easily accessible to their loved ones.

The Advisor Playbook by Duncan MacPherson and Pareto Systems is a comprehensive guide that demystifies practice management for professional advisors. It offers a network of interrelated skills, processes, and strategies that help build value in a business while making it manageable and scalable. The book highlights the importance of building real, advocate relationships with ideal clients that generate growth through referrals. It also emphasizes the significance of being perceived as a consultant with a process rather than a salesperson with a quota. Overall, The Advisor Playbook provides invaluable insights and strategies that will help professional advisors regain liberation and order in their personal and professional lives.

The Hidden Secret to Wealth with Cash Value Life Insurance is an informative guide that explains how life insurance can act as an investment and help accumulate a substantial amount of cash. The book offers expert knowledge and proven strategies to maximize the benefits of cash value life insurance policies. It also covers the reasons why to choose cash value life insurance, analyzes which type of life insurance suits best, and provides expert strategies on how to make money using cash value. This book is an excellent resource for anyone interested in using life insurance as a retirement vehicle. Overall, this book is a must-read for those looking to maximize their financial benefits.