Category: Advisor Resources

Debunking the Myth of the Policy Loan

It’s critical that, as advisors, we maintain the integrity of the trade by representing our products acurately. Let’s analyze the myth of the policy loan.

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How-To: Monte Carlo Simulations in Accumulation

The Accumulation calculator has always been particularly useful in depicting how the stock market can affect your assets, but now it’s even better. A few updates ago, Todd introduced a feature that can reverse or randomize the S&P rates, so that you can more effectively show “Monte Carlo” scenarios.  If you haven’t tried it yet, I’ll show you how.  The benefits? Not only can you back up your knowledge with how the market has performed in the past—you can demonstrate how slippery it can be to rely on chance. Because

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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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