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The Retirement Miracle, by Patrick Kelly
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Patrick Kelly’s newest book, The Retirement Miracle, is another homerun for those wanting to win the retirement game. This book clearly and simply shows you how to:
• Grow your money with zero market risk
• Access your retirement dollars tax-free
• Leave an income-tax-free inheritance to your heirs
In his trademark style of simplicity and humor, Patrick takes the reader on a fun and fascinating journey. With all new content and all new lessons, this book is the perfect companion to his first national bestseller, Tax-Free Retirement.
- Sales Rank: #69727 in eBooks
- Published on: 2011-09-11
- Released on: 2011-09-11
- Format: Kindle eBook
Most helpful customer reviews
62 of 72 people found the following review helpful.
The Great Follow Up
By CARLO PEPITO
This book is a great follow up of the original Tax Free Retirement by Patrick Kelly. This is a must read book for everyone, especially if you are in the Financial Industry and is offering Indexed Universal Life Insurance to your clients. It detailed the characteristics and living benefits of Indexed Universal Life. Also it has a chapter on how to save those who are already in their retirement or those who are about to retire. The solution, Indexed Annuities.
41 of 51 people found the following review helpful.
Very simple and honest with no exageration.
By tmmartin
As a 22 year verteran in the financial planning business I know that life insurance is one of the least understood and least appreciated assets classes. Unfortunately this is largely due to the people that sell it, stretching the truth and using half-facts. Patrick Kelly is a welcome change. In "The Retirement Miracle" Kelly does an excellent job in explaining the mechanics of both universal life and indexing. He feels no need for exageration and hyperbole.
I began reading the book one night when I couldn't sleep. I thought I would read a few chapters and go back to bed. I ended up reading it cover to cover before falling asleep. I give this book to all of my prospects that are considering an investment in IUL. My intention is not to "pre-sell" but to educate them on how the products work. This book does does both.
Tom Martin CFP(TM), CLU(TM).
11 of 13 people found the following review helpful.
It would be a miracle
By Cybersid
Although many of the themes in the strategy that the author is proposing are real retirement implications to consider, it just isn't as simple as he makes it out to be. So, maybe the book title is appropriate. Be sure to work with a financial professional before committing to a retirement miracle. Although devine intervention never hurts it takes sound planning to position an IUL (when appropriate) as a part of an overall retirement income strategy and landscape.
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