Category: Advisor Resources

Tackling Fear (And Taxes): 4 Steps to Controlling Your Mindset

There’s a lot going on this season that can feel overwhelming—not only is there fear and anxiety surrounding COVID-19, but we’re seeing a tumultuous stock market. AND it’s tax season.  With fear on the minds of many, it’s important to assuage that fear wherever possible. We’ll use tax season as an example since it hits close to home: The home office deduction. To this day, there are still accountants that will encourage entrepreneurs not to take the home office deduction—usually because they’re worried that it will raise red flags.  The

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The Cash Flow Bridge–Optimizing Retirement Income

As a prosperity-minded financial advisor, it’s important to guide your clients toward a prosperous retirement. Using the Cash Flow Bridge strategy, learn how to help your client optimize their retirement income. This method is good for clients at any stage in the game and bridges different income sources for a desirable retirement. In this exclusive report, we’ll show you the benefits of a diversified retirement income, and how life insurance bridges the gap. Whether your client is 35 or 70, this strategy could work for them. For the full report, visit

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Charitable Remainder Trusts

Charitable Remainder Trusts are misunderstood, but can be a powerful retirement planning tool…with the right strategy. Help your clients in real estate learn how to maximize the effectiveness of a CRT, and how to use it for retirement strategies. Using principles rooted in the Prosperity Economics, a CRT can be a great choice without fear of disinheriting heirs. For the full report, click here. To follow along with the report, download a free trial of the full Truth Concepts suite today.

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Truth Quotes, Part 3

We had the privilege, these last few days, of conducting yet another Truth Training in Salt Lake City, hosted by Paradigm Life. There was a lot of wisdom shared, and for those of you who couldn’t be there (and those of you who didn’t get them noted in time), we’d like to share the wealth of knowledge. Unless otherwise noted, the quotes are from our own Todd Langford (though we can’t guarantee they originated with him). We hope you’ll enjoy the most recent installment of “Truth Quotes.” “Systematize the predictable

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Fiduciary Responsibility and Integrity

As a rule-based society, have we ignored the root of the problems—the reasons the rules were created in the first place? Of course, we need rules to function as a society. Without regulations, we’d have chaos. If we didn’t mandate that in the United States we drive on the right side of the road, the roads would be chaos. But what about over-regulation? When rules are created on top of rules, we miss a major part of the conversation. Morality. Integrity. Principles. No matter how many rules are created, you

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Using the Truth Concepts App

The new Truth Concepts app has launched, providing an opportunity for anyone to make financial calculations at their fingertips. The beauty of the app is that you can use it on the go, which means you’ll have easy access to it when you’re buying a car, looking at loan options, or making other big financial decisions. This is an app that empowers anyone making financial decisions and is available to everyone. The new app carries our five basic financial calculators: Present Value, Future Value, Periods, Payments, and Interest Rates. We’re

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