What Can Truth Concepts™ Software Do For You?
Help your clients measure and understand the importance of opportunity costs when considering mortgages, educating children, or paying cash for major purchases
Allows you to demonstrate the impact of costs such as taxes and fees on 401(k)s and other investments
Easily compare and contrast investments with other investments, or with Life insurance policies
“Test” your recommendations before making them, to give you confidence that you are recommending the best solutions
Gives you the ability to respond to virtually any client question with a mathematical answer relevant to their situation.
Clearly show your clients the relationship of various assets together as well as the way cash flows through, to, and from all the assets in their life
More Than Software. Truth Concepts™ is Your Source for Business Building Solutions
“I marvel at the fact that each calculator includes so many options to illustrate multiple circumstances. I also appreciate Todd’s stories (how to talk to clients) which make the calculators “come alive” for the client, and for me!
“Thank you for your willingness to share your knowledge and expertise along with the software. All of this provides great value for all of us, worth much more than our cost of software and attending training sessions.”
Frank Cherniawski, Wealth Management Institute