Garrett Gunderson, What Would the Rockefellers Do? How the Wealthy Get and Stay That Way, and How You Can Too, Rip Water LLC, 2016.
This is an excellent expose on cash value life insurance. Gunderson’s implodes myths, exposes nuances to the ‘buy term and invest the difference’ narrative, while offering an in-depth analysis of dividend paying, mutually owned whole life insurance. He offers several examples of infamous people of means who used cash value policies to fund internationally known businesses, providing evidence for the ‘living benefits’ of the product.
Gunderson’s identifies three genres of cash value life insurance and makes an argument for one in particular. It is a compelling, accessible book that merits consideration.