Resources

At Clear Solutions Insurance Services, we are dedicated to providing you with the education and knowledge you need to make informed decisions about protecting your family’s future. This is why we have carefully created and gathered quality resources that can explain the in-and-outs of income protection planning, life insurance, long-term care, disability insurance, and longevity health planning.

Video Resources

Audio Resources

“Mortgage Doctor Show” that featured Clear Solutions on March 30th, 2022.

Recommended Readings

Harley Gordon

“This book is an excellent read about having the conversation of “Extended Care” better known as Long-Term Care. After reading this, you will come away with the understanding of why it is so important to have a conversation about this life changing event. “The Conversation” is such an important read, that it can be the difference of being properly prepared or being completely unprepared for one of Life’s Most Consequential Events.”

Atul Gawande

“This book was a real eye opener for me. Mr. Gawande brings a medical point of view to the subject matter of Aging and End of Life issues. He provides a realistic view of such events and why it’s important to embrace this as part of life rather than be in denial. By excepting aging and death as certainties of life, the book illustrates how we can better prepared for these events on our terms and learn to live life more fully.”

Wade Pfau, Ph. D., CFA

“This book is not an easy read, but if you truly want to understand the financial impact a Reverse Mortgage can have on retirement, it’s all there in the numbers. Don’t be misled by the past negative perception of Reverse Mortgage from days of old. Reverse Mortgages are no longer the last-ditch effort of financial survival, but a powerful financial tool to be considered for your overall financial outlook.”

Patrick Kelly

“Life insurance can be more than just a protection vehicle, it can also be a retirement income planning tool, if positioned properly. This book will explain the concept of “Tax Free Retirement” and the role it can play in your retirement planning.”

Kevin A. Guttman, M.A.

“This book interviews 17 advisors in their specialized area of expertise to discuss the different topics that should be considered when putting a retirement plan together. These areas of planning expertise include Tax, Estate. Real Estate, Financial, Medicare, Long-Term Care, Reverse Mortgage and Senior Advocacy. All the things that contribute to a retirement of freedom and confidence.”

The Empowerment of Income Protection Planning

Tom Rasmussen

“What kind of author would I be, if I didn’t recommend my own book? I wrote this book as a guide to help understand the importance of “Having a Plan?” After 30 plus years of observing the success and failures of those that planned and those who didn’t I felt that it would be important to discuss these topics and how to achieve Empowerment for you and your family. Subjects covered are, how to determine if you need a plan, what planning options are available and how to find a quality resource. It’s all there and more.”

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You also get access to our FREE online eligibility assessment tool and direct access to Tom to answer your questions and help with coaching if you desire.

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