|Internal Rate of Return|
|Real Estate Analysis|
|Tax Rate History|
|Life Insurance Values*|
* Truth Concepts Lite
Software designed to do one thing: Enable you to educate your clients on strategic investment choices to build wealth safely and sustainably.
"Should we purchase with cash or finance major purchases?"
"What effect will fees and taxes have on wealth-building?"
"Which mortgage will help us build more long-term wealth?"
"Is this rental house worth purchasing?"
"What's more important: reducing taxes, debt, and other expenses, or earning a higher rate of return?"
"How can we help our children with college without sabotaging ourselves?"
"What kind of life insurance makes the most sense for us?"
In a nutshell: Truth Concepts™ is software with over 20 user-friendly calculators and tools that help you communicate how money and wealth accumulation really work. (See the list at right.) It provides a "Visual Storyboard" to show clients the impact of various choices in any area of finance, such as mortgage (loan analysis), mutual funds (accumulation), life insurance (funding), car buying (automobile), and much more.
The Big Picture (with all the details): Truth Concepts™ offers your clients a macro FULL view of their personal economy, not simply their "portfolio." The calculators demonstrate the effects of COSTS - such as debt, taxation, even opportunity costs - as well as GAINS in wealth-building. Truth Concepts™ lets you compare the efficiency of a wide range of financial strategies with insight, and accuracy.
Nothing but the Truth: Truth Concepts™ calculators are objective. Our core philosophy to educate drives our software, and unlike many products available, we have created a product that provides an accurate, balanced analysis. The calculators and tools let you educate with 100% transparency, providing snapshots of the costs associated with any gain and offering clients a true look "behind the curtain."
An invaluable educational tool: Truth Concepts™ enhances communication with your clients, helping you discuss concepts and illustrate essential principles. It lends itself to educational presentations and also allows you to address your client's questions and concerns.
Empowered clients: Once you show your clients exactly how money works, you'll increase trust and be able to help them accelerate progress towards their financial goals. Truth Concepts™ lets you give clients the information they need to choose effectively and act decisively. The result is an informed and connected client who will return and refer for years to come.
User friendly: With functionality in mind, Truth Concepts™ was designed to be flexible and easily navigated. Customizable screens and graphics allow you to create unique presentations for your clients. Data entry and storage are seamless and allow you to duplicate, save and transfer information quickly, and present realistic projections for a wide variety of client scenarios.
Buy now: Get Truth Concepts™ and get started today.
See our reviews: Hear what advisors and others are saying about Truth Concepts™ on our Testimonial Page.
Learn more about how financial professionals are using Truth Concepts™: Take a look at our tutorial videos here. And we invite you to sign up to receive a series of emails that will show you examples, answer FAQ's, demonstrate where to start with clients, and link you to training videos, transcripts, and other valuable resources. See how advisors are building their businesses with Truth Concepts™!
* Denotes features in the Truth Concepts Lite™ product