A Better Way to Help Clients Spend, Pay Down, and Use Their Wealth with Confidence Most typical financial plans are built to answer one question: “Will I run out of money?” It’s important—yet it’s a question that only skims the surface. In our experience, clients want more from their finances
In this recent presentation, Truth Concepts™ did for The National Network of Estate Planning Attorneys we demonstrate how to determine the rate of return on the cash value of a policy as well as take you through the 7 ways to use the death benefit. This is also a
When running a 41 year analysis, say from 65 to 105, yet you want a paydown for only 20 years, se the illustration period to 20, click the paydown button, then click it again (turns it off) then change your illustration period to 40 so you can see the 20