The Software that Tells the Whole Truth about All Things Financial

With Gratitude – Remembering Norman Baker

With Gratitude – Remembering Norman Baker
“Computers are smart but they have no imagination.” - Norman Baker It’s been just over 6 years since we lost Norman Baker unexpectedly at the age of 73. Norman was a truly great financial advisor, our partner in “telling the whole truth about money”, the co-founder of Truth Concepts, and our friend. This month as we focus even more so on w… Continue Reading

Want More clients? Effective Personal Branding for Advisors

Want More clients?  Effective Personal Branding for Advisors
Rahna Barthelmess is an expert in branding and personal branding and today’s guest blogger. She is celebrating the launch of her new book, Your Branding Edge: How Personal Branding Can Turbocharge Your Career with a virtual blog tour, and we are happy to host her.  Personal branding can help you get more clients more quickly, as Rahna shares in this post, “Wan… Continue Reading

“Truth Quotes”

“Truth Quotes”
We had the privilege of conducting a Truth Training in Salt Lake City hosted by Paradigm Life. Jay Gentry of Chandler Advisors, LLC compiled his favorite quotes from the training. (Thanks Jay!) We hope you’ll enjoy (and maybe even repeat) some of these “Truth Quotes”:   “Eliminate ‘government’ from our vocabulary and replacContinue Reading

Truth Concepts Free Trial Offer

Truth Concepts Free Trial Offer
Enjoy a free ten-day trial of Truth Concepts™ software. Download Truth Concepts™ to demo the software by clicking this link: 1.8.00.01 You’ll have full use of the complete software for ten days. You can watch the tutorials, follow along examples in the blog, and even get personalized help from Todd and other professionals at Truth Training. Need further he… Continue Reading

Truth Concepts is Busting the Retirement Lies!

Truth Concepts is Busting the Retirement Lies!
When you think about it, isn’t the concept of retirement just ABSURD!? It’s absurd to think that making a growing segment of our population LESS productive (through forced or expected retirements), that there will somehow be more for everyone. It’s absurd for 95% of Americans to believe they can work and save for 40 years, then expect to live off of t… Continue Reading

Are Your Clients READY for the Unexpected?

Are Your Clients READY for the Unexpected?
You work hard to prepare your clients financially, with insurance policies, savings, investments, education, and more. You may assume – along with your clients – that a life insurance policy, a will, and a durable power of attorney constitute “preparedness.” But those are just part of the puzzle. The fact is that even the people who have taken such st… Continue Reading

Do PUAs Grow Less Efficient Over Time?

Do PUAs Grow Less Efficient Over Time?
Do PUAs Grow Less Efficient Over Time? Should Clients Buy New Policies to Better Utilize PUAs? As you know, in the early months and years of a whole life policy, the PUAs are more efficient than the base premium as far as generating cash value for the policy. While the base premium alone can take years to generate a positive internal rate of return where cash value is concern… Continue Reading

Who comes to Truth Training?

Who comes to Truth Training?
Last week we hosted another Truth Training at the Houston Intercontinental Airport Marriott, and we had an extremely diverse group! While most attendees are insurance agents and/or financial advisors, this group of 25 attendees also included: a representative from the Penumbra Fund – comprised of life settlements – that many of Kim’s clients (… Continue Reading