{"title":"David Rosell","description":null,"products":[{"product_id":"keep-climbing-1","title":"Keep Climbing","description":"\u003cp\u003eAre you setting yourself up for financial failure-disaster really-even though you often think about money? Are you headed for the financial death zone? Every generation has trials and adversities to conquer. However millennials today face a uniquely challenging environment. In this one-of-a-kind guidebook veteran world traveler and financial planning expert David Rosell takes you on an international journey that will inspire anyone with an independent spirit. Through his unique combination of adventure travel stories and practical financial advice \u003cem\u003eKeep Climbing: A Millennial's Guide to Financial Planning \u003c\/em\u003ereveals the foundation that's key to your long-term financial success while discovering the joy and experiences the world has to offer.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDavid Rosell\u003c\/strong\u003e's inspiration and zest for life have been shaped by a lifetime of international travel and adventure.\u003c\/p\u003e\n\u003cp\u003eWith a current tally of more than 65 countries on four different continents his quest for extreme travel has included hitchhiking from Nairobi to Capetown Africa and Peru to Tierra del Fuego in South America. He spent three weeks climbing the infamous peaks of the Nepalese Himalayas has lived tall amongst the pigmies of Uganda and was one of the privileged to partake in tearing down the Berlin Wall.\u003c\/p\u003e\n\u003cp\u003eAs a recipient of a Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business David excels making complicated financial planning topics easy to understand. He has been featured in two of the financial industry's leading publications \u003cem\u003eFinancial Advisor \u003c\/em\u003eand \u003cem\u003eFinancial Planning\u003c\/em\u003e magazine as well as on CNN Money Chicago Tribune US News \u0026amp;amp World Report FOX Business Yahoo! Finance and NPR.\u003c\/p\u003e\n\u003cp\u003eHis company Rosell Wealth Management was a select finalist in 2008 for the management of the $500 000 000 Oregon 529 College Fund.\u003c\/p\u003e\n\u003cp\u003eAn accomplished speaker David has addressed international audiences numbering in the thousands including the Million Dollar Roundtable\u0026amp;reg and Vistage Worldwide.\u003c\/p\u003e\n\u003cp\u003eHe's the past chairman of the Bend Oregon Chamber of Commerce and the City Club of Central Oregon.\u003c\/p\u003e\n\u003cp\u003eHis life in Bend is constantly inspired by his two children Sophie and Jack. When he's not working or parenting David indulges his passions for downhill skiing mountain biking paddleboarding and rock climbing.\u003c\/p\u003e\n\u003cbr\u003e\u003cbr\u003e\n\u003cp\u003e\"I learned so much about money and had a blast doing so. All millennials should read \u003cem\u003eKeep Climbing\u003c\/em\u003e so they don't get screwed. Plan hard now so you can play hard later.\" \u003cstrong\u003e-\u003c\/strong\u003e Shari Brooks executive producer of MTV's \"Ridiculousness\"\u003c\/p\u003e\n\u003cp\u003e\"You always want to make your future bigger than your past but that's hard to do if you haven't put a sound financial plan in place. In \u003cem\u003eKeep Climbing\u003c\/em\u003e author and financial planner David Rosell shows you how to do that through his own adventure and travel stories.\"- Dan Sullivan founder of The Strategic Coach Inc.\u003c\/p\u003e\n\u003cp\u003e\"A team like ours wins the Major League Soccer Championship because of great coaching and focused preparation. David Rosell provides the education and motivation needed to take you to your financial finals.\" \u003cstrong\u003e- \u003c\/strong\u003eNat Borchers two-time MLS Soccer champion\u003c\/p\u003e\n\u003cp\u003e\"\u003cem\u003eKeep Climbing\u003c\/em\u003e is a must read for millennials seeking to jump-start their financial lives.\"- Don Yaeger New York Times best-selling author former associate editor of \u003cem\u003eSports Illustrated\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003e\"We all want to be front-runners when it comes to finances but only those of us who are motivated to do what it takes will get there. David Rosell's book will keep you climbing even when the going gets tough. - Roger Dawson author and Hall of Fame speaker\u003c\/p\u003e\n\u003cp\u003e\"Chasing financial freedom is a race we all participate in. Although it's a quad-burning uphill battle David Rosell's \u003cem\u003eKeep Climbing\u003c\/em\u003e will give you the edge as you pedal toward the finish line.\" - Adam Craig U.S. Olympic mountain biker\u003c\/p\u003e\n\u003cp\u003e\"We can all overcome challenges. Even though I'm legally blind I've always wanted to compete in the Iditarod. To make that happen I needed a good team of dogs and I had to learn a heck of a lot. If finding financial freedom sounds just as daunting to you arm yourself with the kind of critical information contained in David Rosell's book \u003cem\u003eKeep Climbing\u003c\/em\u003e and you'll make it to the finish line just like I did.\" - Rachael Scdoris Professional Sled Dog Racer \u003cem\u003eauthor of \u003c\/em\u003eNo End In Sight Glamour Magazine Woman Of The Year- 2006\u003c\/p\u003e","brand":"MCP Books","offers":[{"title":"Default Title","offer_id":41321588785302,"sku":"9780989388139","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0477\/8731\/1254\/files\/9780989388139-amz.jpg?v=1715022428"},{"product_id":"in-the-know-turning-your-unneeded-life-insurance-policy-into-serious-cash","title":"In The Know: Turning Your Unneeded Life Insurance Policy Into Serious Cash","description":"\u003cp\u003eIs your life insurance still serving its vital purpose? Or has that objective come and gone, leaving you with an unnecessary expense?\u003c\/p\u003e\n\u003cp\u003eIf you've been thinking about walking away or surrendering your policy, we've got news for you. There's another option that most financial advisors don't even know about. You may be able to sell your policy to a third party for a whole lot more than its cash surrender value. That's right. That unneeded insurance policy is actually an asset that can be worth significant money when offered to the right people in the right way. \u003cem\u003eIn the Know\u003c\/em\u003e spells out how these life settlements work, who's eligible, and how to choose a professional with the necessary expertise to work with.\u003c\/p\u003e\n\u003cp\u003eThis could be your chance of a lifetime. If you're still paying for a life insurance policy you no longer need or want, you owe it to yourself to check out this opportunity.\u003c\/p\u003e\n\u003cp\u003eYou'd rather watch paint dry than read about potentially profiting from your life insurance policy? Think again. This story-driven book is actually fun to read.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDavid Rosell's\u003c\/strong\u003e inspiration and zest for life have been shaped by a lifetime of international adventures. To date, he has spent a month in more than 75 countries on six different continents.\u003c\/p\u003e\n\u003cp\u003eDavid is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, Oregon. For more than 20 years he has specialized in working with affluent individuals and families who are at or near retirement, helping them live the life they have always imagined.\u003c\/p\u003e\n\u003cp\u003eAs a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.\u003c\/p\u003e\n\u003cp\u003eDavid is the host of the podcast \u003cem\u003eRecession-Proof Your Retirement\u003c\/em\u003e and author of two other entertaining books which meld his passions of adventure and finance: \u003cstrong\u003e\u003cem\u003eFailure Is NOT an Option: Creating Certainty in the Uncertainty of Retirement\u003c\/em\u003e \u003c\/strong\u003eand \u003cstrong\u003e\u003cem\u003eKeep Climbing: A Millennial's Guide to Financial Planning\u003c\/em\u003e\u003c\/strong\u003e. He has been featured on \u003cstrong\u003e\u003cem\u003eCNN Money\u003c\/em\u003e, \u003cem\u003eUS News \u0026amp; World Report\u003c\/em\u003e, \u003cem\u003eChicago Tribune, NBC News\u003c\/em\u003e, \u003cem\u003eNY Daily News, FOX Business, MSN Money, Yahoo Finance\u003c\/em\u003e, \u003c\/strong\u003eand\u003cstrong\u003e \u003cem\u003eNPR.\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eHis life in Bend, Oregon and Jackson, Wyoming is constantly inspired by his two children Sophie and Jack, who are becoming seasoned travelers themselves. When he's not working or parenting, David indulges in writing from his motorhome named Bennie, downhill skiing, mountain biking, and paddleboarding as well as traveling with his partner, Heather.\u003c\/p\u003e\n\u003cp\u003eDavid was the first Oregon professional licensed to offer life settlements.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\"In their book, David and Rodney do a wonderful job of outlining how the little-known financial transaction of life settlement, when it fits, can make a huge difference in clients' lives. In most states usually less than a couple dozen financial professionals have both the licensing and experience to conduct these transactions for people, and David and Rodney are two of the best. Besides covering the technical side of the transaction, they explain how this tool can improve the lives of those who use them. I highly recommend this book for anyone considering what to do with a life policy that has outlived its need or that has become unaffordable.\" - \u003cstrong\u003eLawrence J. Rybka\u003c\/strong\u003e JD, CFP®\u003cbr\u003e\u003cbr\u003e\"Everyone can benefit from a coach to help them reach their full potential in business and in life. The same holds true when it comes to our finances. In their book In the Know, David Rosell and Rodney Cook expertly coach individuals—as well as the financial professionals who represent them—on how to take advantage of life settlements and trade superfluous life insurance policies for potentially life-changing profit.\" - \u003cstrong\u003eDan Sullivan\u003c\/strong\u003e\u003cbr\u003e\u003cbr\u003e\"David and Rodney bring to light a fourth option for clients and their advisors to consider when circumstances have rendered life insurance policies unnecessary or unwanted. Via their unique and real-life stories, they explain life settlements, making a complex decision and process simple and easy to understand. Knowing alternatives is one thing; possessing the ability to demonstrate and implement appropriate actions is another.\" - \u003cstrong\u003eKenneth R. Ehinger\u003c\/strong\u003e\u003cbr\u003e\u003cbr\u003e\"After 40 years in the life insurance profession, I've assisted thousands of clients in acquiring policies at the best pricing classification possible and encouraged them to keep the policy for their lifetime. Occasionally, life events change those plans which force clients to settle their policy. In David and Rodney's thorough and well written book, they explain how you can benefit from another option to settle your life insurance policy that, when professionally managed, could bring you unexpected value when it's needed most.\" - \u003cstrong\u003ePhil Harriman\u003c\/strong\u003e, CLU, ChFC\u003cbr\u003e\u003cbr\u003e\"Whether you are an expert in life settlements or hearing about them for the first time, this book is relevant for you. Rosell and Cook have penned a concise, entertaining, and informative read on how you might be able to unlock the hidden value of life insurance you no longer need\" - \u003cstrong\u003eCaleb J. Callahan\u003c\/strong\u003e, CFP\u003cbr\u003e\u003cbr\u003e\"The best financial planning is flexible, adaptable, and impactful. This requires a planning process that is dynamic, regularly updated, and responsive to changing laws, objectives, risks, opportunities, and family dynamics. It goes without saying that the best life insurance professionals don't just help their clients buy a strategically designed policy, but they also have expertise in selling existing policies, as may be necessary and helpful as an asset within the plan. David and Rodney are true planning and life insurance professionals who have this important expertise, as demonstrated by this clear and extremely helpful book they've written. I can't recommend it enough. Read it, for your own benefit and your family's.\" - \u003cstrong\u003eRon Ware,\u003c\/strong\u003e JD, CFP\u003cbr\u003e\u003cbr\u003e\"David Rosell and Rodney Cook have taken the complex financial concept of life settlements and explain it to readers through their use of storytelling. However, their stories are about REAL clients and ACTUAL transactions that have occurred. How do you turn life insurance from an uncorrelated financial asset to cash for clients when they no longer have a need for it? Read on.\" -\u003cstrong\u003e Julian H. Good, Jr\u003c\/strong\u003e. CLU, ChFC, AEP\u003cbr\u003e\u003cbr\u003e\"In The Know is a unique resource that brings new light and understanding to the financial opportunity of a life settlement. This powerful work will be extremely helpful to people who are wondering what to do with their expensive life insurance policies that have become unaffordable. With David and Rodney on your team, you're sure to understand your options and make a wise, profitable decision.\" - \u003cstrong\u003eGreg Salciccioli\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e \u003c\/strong\u003e\u003c\/p\u003e","brand":"MCP Books","offers":[{"title":"Default Title","offer_id":43994766246205,"sku":"9781662862953","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0477\/8731\/1254\/products\/9781662862953ita.jpg?v=1668463816"}],"url":"https:\/\/itascabooks.com\/collections\/david-rosell.oembed","provider":"Itasca Books","version":"1.0","type":"link"}