Help clients discover the keys to building wealth effectively


The Accumulation calculator shows the effectiveness of money growing over time while allowing for a series of variables including earnings rate, term insurance, management fees, loads, and tax structure (taxable, tax deferred, tax deductible and/or tax free.)

Some ways to use the calculator: The analysis provided by the Accumulation calculator can help clients determine whether to:

  1. pay tax on the seed or harvest of their investment.
  2. buy term and invest the difference or buy whole life
  3. net the taxes and other costs out of the investment or pay it from another account.

Truth Training, Jan. 2023 | Catch the early bird discount while you still can!