Proof is in the pudding.
What are people saying about Failure Is NOT an Option, Keep Climbing, and In the Know? See for yourself.
Acclaim for In the Know
“David does 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 is one of the best. Besides covering the technical side of the transaction, he explains how this tool can improve the lives of those who use them. I highly recommend the book for anyone considering what to do with a life policy that has outlived its need or that has become unaffordable.”
— Lawrence J. Rybka JD, CFP®, CEO Valmark Financial Group, Co-author of Life Insurance 10X and Tools & Techniques of Life Settlements
“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 his book In the Know, David Rosell expertly coaches 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.”
— Dan Sullivan, Co-Founder and President of Strategic Coach®
“David brings 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.”
— Kenneth R. Ehinger, Former senior executive of M Financial Group, Lincoln Financial Group and National Life Group
“After 40 years in the life insurance profession, I’ve assisted 1,000’s of clients in acquiring policies at the best pricing classification possible and encouraged them to keep the policy for their lifetime. Occasionally, life events changes those plans which force clients to settle their policy. In David’s well written book, he explains 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.”
— Phil Harriman, CLU, ChFC, Founding Partner at Lebel & Harriman, 2007 International President of MDRT (Million Dollar Round Table), former Maine State Senator
“Whether you are an expert in life settlements or hearing about them for the first time, this book is relevant for you. Rosell has 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”
— Caleb J. Callahan, CFP, President, Valmark Financial Group
“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 is a true planning and life insurance professional who has 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.”
— Ron Ware, JD, CFP, CEO, Wealth Impact Partners, Author of You Can Do More That Matters
“For over 20 years, my firm has focused exclusively on life insurance valuation and facilitated reviews of thousands of life settlement transactions each year as a licensed seller’s representative. This book reflects David’s experience in the market and his genuine intent to help clients secure financial independence. Like any asset sale, they highlighted the importance of having an experienced party advocating for the client during the policy auction process to ensure the best interests and outcomes for the seller. These insights should be required reading for fiduciaries or those advising clients about keeping or selling their existing life insurance.”
— Jon B. Mendelsohn, CEO of Ashar Group, Member of the National Association of Planners & Council’s Speakers Bureau, AICPA Speaker, Member of the Forum 400
“David Rosell has taken the complex financial concept of life settlements and explains it to readers through their use of storytelling. However, his 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.”
— Julian Good, Julian H. Good, Jr. CLU, ChFC, AEP, 2011 MDRT (Million Dollar Round Table) President
“I know how important it is for seniors to make the right financial decisions. In their book, In the Know, David Rosell points out how people could be throwing away their money on life insurance policies that are no longer needed. Even better, he explains that these policies are actually a financial asset that individuals can sell for a potentially life-changing amount.”
— Greg Salciccioli, CEO of Coachwell, Author of The Enemies of Excellence
Failure Is NOT an Option Testimonials
“I have always said there are three ingredients in the good life: learning, earning and being hungry. Read Failure Is Not an Option. David Rosell has the recipe to create the retirement you envision with no limitations.”
— Les Brown, Motivational Speaker, Author
“David Rosell helps to shift our financial priorities as he shares what true wealth could mean today. Active participation in one’s financial goals begins with the envisioning of the desired outcomes, and a conscious application of spiritual principles. This book is not only enlightening but actually fun to read.”
— Soraya Deen, Spiritual Activist, Author, Inspirational Speaker, Lawyer, Author of Peace Matters
“David Rosell has combined sound and critical financial planning with the adventure of life, the joy of the journey, and the discovery and mystery of the moment. Let the adventure begin!”
— Thomas Crum, Author of The Magic of Conflict and Journey to Center
“David Rosell’s guide to retirement planning shows you not only how to get your finances in order, but also how to bring meaning and purpose to these very special years.”
— Ken Blanchard, co-author of The One Minute Manager® and Trust Works!
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After summiting Mt. Everest seven times I know that the second half of the journey—the descent—encompasses a majority of the risk. David does an effective job sharing this same concept when it comes the second half of one’s financial journey as we all plan for retirement. There are no shortcuts to the top, but the real challenge is getting down safely. Failure Is NOT an Option provides the game plan to not only survive but to thrive!
— Ed Viesturs, America’s foremost high-altitude mountaineer, National Geographic’s Adventurer of the Year, Author of No Shortcuts to the Top and Motivational Speaker
“This powerful, practical book gives you a step-by-step guide to retiring in comfort and never worrying about money again.”
— Brian Tracy, Author, Change Your Thinking, Change Your Life
“Though I’ve always had the ability to accomplish my athletic feats, I would have never realized them without a coach. Knowledgeable through experience, a seasoned observer and a technical specialist, a coach provides that critical perspective that one combines with their abilities and turns into accomplishment. David Rosell is the perfect coach for the training phase of life we call retirement.”
— Ashton Eaton, 2012 & 2016 Olympic Gold Medal in decathlon, current world record holder in both the decathlon and heptathlon events, World’s Greatest Athlete.
“This book brings important financial lessons to life using highly entertaining and insightful travel stories.”
— Dan Sullivan, President, The Strategic Coach Inc.
“Failure is Not an Option is not just a catchphrase; it is a concept of life fulfillment for all of us. Being in the fourth quarter of my own journey, I believe David Rosell’s wisdom is so critical to embrace for the second half of life, that I am sharing it with all of my children and grand-children as they climb toward their own summits, yearning for achievement and financial independence.”
— Denis Waitley, Author, “Seeds of Greatness”
“I thought I would be reading another financial book. It didn’t take long to realize that I was instead reading a book about life’s grand journeys, and how getting the financial part right compliments our higher aspirations. I am not yet ‘on the descent’ but David Rosell has challenged me to prepare for that time in my life. He has done so in a way that not only offers profound financial planning advice (which he certainly does) but keeps things in perspective of what life is all about. Read the book, follow the advice, and buy a copy for someone you care about!”
— Jeff Shore, Sales Expert and Author, Be Bold and Win the Sale
“Wow! What an exciting and refreshing read in an ever-growing sea of mundane retirement books. Failure Is Not an Option combines the spirit of my audio program Making Your Life an Adventure and the win-win philosophy of my bestseller Secrets of Power Negotiating. This expert guided tour of the retirement you’ve always imagined is for every successful baby boomer and anyone who wants to live the dream.”
— Roger Dawson, Author and Hall of Fame Speaker
“The Road Less Traveled meets Think and Grow Rich. Achieving greatness in your retirement years can now be available to all of us after reading Failure Is Not An Option.”
— Don Yaeger, New York Times Bestselling Author, former Associate Editor of Sports Illustrated
“Through engaging real-life travelogues and practical advice, David Rosell charts a clear and defined course to successful retirement. Entrepreneurs like me understand that the “failure is not an option” mantra is a necessary component of survival. David’s book provides the recipe for financial success that we all need to not just survive in retirement, but to thrive. I’ll lift a glass to that.”
— Gary D. Fish, Founder and CEO, Deschutes Brewery, Inc.
“In ski racing the guy who studies the course, chooses the right line, carries speed through the flats while overcoming the ruts and weather conditions wins the gold medal. Failure is not an option when flying down the mountain at over 80 mph! This takes a great deal of training and advice from exceptional coaches. Rosell’s book provides the kind of guidance in the financial world that my coaches provided me in the ski world. Go for the gold in your exciting years of retirement!”
— Ken Read, Two time Olympic skier, 5 time World Cup winner, former Canadian Athlete of the Year.
“Our financial journey lasts a lifetime and is made up of two parts: Working years and retirement years. While our working years get us halfway to our destination, David’s book is a step by step guide on planning our retirement years to successfully complete the trip in comfort. It should be mandatory reading for everyone 30 and above.
— Jim Ruff, President, OppenheimerFunds Distributors, Inc. – retired
“If you’re at or near retirement, this is a must read. Failure Is Not an Option provides a compass for making the most of the second half of your financial journey. After reading David Rosell’s book, you’ll want to explore all that life has to offer.”
— Charles R. Schwab, Jr.
Keep Climbing Testimonials
“Everyone planning for retirement should read David Rosell’s Keep Climbing.”
─ Charles Schwab, Jr.
“I learned so much about money and had a blast doing so. All millennials should read Keep Climbing so they don’t get screwed. Plan hard now so you can play hard later.”
— Shari Brooks, executive producer of MTV’s “Ridiculousness”
— Dan Sullivan, founder of The Strategic Coach, Inc.
“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.”
— Nat Borchers, two-time MLS Soccer champion
“Keep Climbing 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 Sports Illustrated
“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
“Chasing financial freedom is a race we all participate in. Although it’s a quad-burning, uphill battle, David Rosell’s Keep Climbing will give you the edge as you pedal toward the finish line.”
— Adam Craig, U.S. Olympic mountain biker
“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 Keep Climbing and you’ll make it to the finish line just like I did.”