Episode 23: IBC and Trusts: Mike’s Story

Welcome back to The IBC Guys Podcast!  

In this episode of The IBC Guys, Mike and Dave talk about the relationship IBC policies have with Trusts.  The guys discuss legacy wealth, tax sheltering, and how Mike plans to bless his family for generations.

In this episode, Mike decides he wants to (maybe) become a musician, Dave reveals his status as an attorney, and the guys ask for your help.  If you have been thinking about how to ensure your family’s financial status long after you’ve passed, this episode is for you!

Key takeaway: The trust is personal, needed, and trusts benefit greatly when dovetailed with IBC.

Resources Mentioned:

📩 Email: [email protected] | [email protected]

📞 Call: 507-205-2284

📅 Schedule a consultation: https://calendly.com/dave-familybankingsolutions/30min

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Dave’s Instagram: https://www.instagram.com/dave_ibcguys/

Dave’s Linkedin: https://www.linkedin.com/in/david-parmerlee-121bb3293/

Mike’s Facebook: https://www.facebook.com/profile.php?id=100090029017545

Mike’s Instagram: https://www.instagram.com/mike_ibcguys/

Mike’s Linkedin: https://www.linkedin.com/in/mike-stevens-962186336/

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