Reviews

There's many books out there with strategies for financial & wealth management but very few follow an extremely pragmatic and simple to implement solution that will help protect & deploy your money in a way that aligns with your core values. This book is a must read for any entrepreneur that wants to learn how to build a structure that will ensure multi-generational wealth.

The Rockefellars use a trust and whole life policy to grow their wealth...Garrett explains how he personally has used his whole life policy to help him and his family create wealth, capitalize on opportunities, use like a bank, and much more. I listed for myself over 30 ways throughout the book how the "right" whole life insurance policy can be used as a "bank", an investment, and guaranteed whole life insurance and much more. In fact, I believe most people would need at least 5 different type of financial products to equal the "right" whole life insurance policy...In short, a trust and whole life insurance policy is how the Rockefellars protect and grow their wealth and it's why and how Garrett does too...For me, this is the smartest financial book I've ever read. If you like thinking outside of main stream financial advice you hear from financial "gurus" and pundits, then this is a book you should read and then to come to your own conclusions. For me personally, it's a game-changer...

As an ex-investment banker, I have first hand experience that the knowledge revealed in this book is exactly what Wall Street has been hiding from Main Street for over a century. Why? Because the investment philosophy and strategies that are described in this book have been kept secret among the ultra wealthy familiies and corporations...until now. Finally, Michael and Garret reveal the true strategies that empower you to not just keep, but also grow your wealth, while protecting it inside your family. A must read for anyone who wants to leave behind a legacy of wealth, security, and freedom for their family for generations to come.

The title of this book drew me in. Once I finally made the decision to actually read it, it blew my mind. All the information about cash flow insurance; the examples on other ways to “save” money and even the sample excerpts from his own statement of purpose. I already had this type of insurance before buying this book but Garrett gave me a plethora of ideas on how to benefit while I’m still alive and not worry about all the red tape that happens when borrowing from a bank or another way to get a loan.
I’ve already cashed in on using some of my cash based off of the information provided. Had my money deposited into my account within 2 days.

I'd never heard anything other than stay away from whole life insurance but this break down has me revisiting what I've been told. It was a good read. Here are my takeaways:
- Rather than leaving wealth to the next generation, you can leave them opportunity. You can make it so your family doesn’t have to start over every generation at zero, and instead is able to leverage your legacy to get a foot up in the world.
- If you utilize Cash Flow Insurance, and get everything properly set up, you’ll be able to pay for your kids’ college, pay off debt, finance your home or car, start a business, have an emergency fund—and earn interest the whole time.
- Cash Flow Insurance has three key points: 1. It safeguards your wealth. 2. It helps you grow your money and increase your cash flow. 3. It helps you enjoy your money today and tomorrow.
- Overfunding is done through something called paid-up additions...

This is the single best book I've read around how a true legacy is created and sustained, not only financially, but purposefully. There are a lot of financial strategies and products out there that promise returns with all kinds of bells and whistles. The strategies in this book are tried and true. They will outlast any economic event and grow and protect your wealth for decades, keeping your money safe, liquid, secure. Must read!

Do you know anyone who has lived the retirement of their dreams by using their IRA or 401k funds only? I don't. This book explains how to live the life of your dreams BEFORE retirement AND IN retirement using proven strategies that the wealthy have used for a hundred years. Turn off the financial TV "experts" and read this book.

I have studied the Rockefellers for years...never have I had such a consice description as to how and why they have built such a legacy whereas other prominent families have failed and not withstood the test of time and ultimately lost their accumulation of wealth...thank you to the authors for breaking down this tried and true proven strategy so to allow for others to create a family legacy of their own.

An absolute must read! I wish I had known these concepts of insurance and tursts years ago. The protection and safety they provide for my earnings is priceless!

Sometimes in life you get advice so valuable that it makes the difference between a life of satisfaction and purpose or a life filled with regret...based on everything I have learned and experienced in my almost 60 years, here is my advise: READ AND HEED THIS BOOK!

Mr. Gunderson is a no-nonsense kind of guy and his book gives many examples of what to do and what not to do with regards to insurance policies, due dilligence and common sense practices.
Enjoyed the book very much. Now I’m reading Killing Sacred Cows by him as well.

I always knew there was a way to live life to the fullest now while saving for the future. This book has shown me how. I can’t wait to get started and watch my net worth instantly grow. This has literally changed my financial future.

Awesome read! Very thought provoking. A strategy that everyone who cannot participate in Roth’s should hear. It really makes you look at term life and whole life insurance differently.

This book is amazing, can't say enough great things about the book. Study the book, it's worth multiple reads and endless notes. One especially eye catching part is when they talk about building "Legacy Wealth" and utilizing a family trust. Use these strategies to help put your family in the strongest financial position possible.

Absolutely amazing book only 20 pages in got it this book less than a few hours ago and Garrett is astounding and shares his wealth on how to create the family legacy you’ve always wanted I highly recommend this book to anyone wanting to create true generational wealth!