2023 Personal Trust Q&A Podcast

Life Insurance Webinar 10/04/23


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See the Video Recording here: https://zoom.us/rec/play/julnhOvfRK6quzAo3SZ82R9FL66qE_jZ513CvCZbEJtiIymTzrL_TXOFSQL31oz8Q0BO3Yxq-8K8Mgzt.DHILIF46jcQy_n_5?autoplay=true&startTime=1696435305000

Access the Live Transcript here: https://otter.ai/u/FwDF86oZYj85JoQIbfeR2y9wmwU?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

  • Email Ben at [email protected], or use the link below to receive your free quote!
  • Get your free quote here: https://www.abundancegroup.com/insurance

Obtain your complimentary policy review! 

  • Complete the form located here: https://www.abundancegroup.com/policyreview
  • Afterward, email the form to [email protected].

How to contact Josh and Paul:

If you were not able to attend the webinar on Kai-Zen, you may watch
the recording here:
https://register.gotowebinar.com/recording/viewRecording/1510730510238219616/1345831254010603523/[email protected]?registrantKey=5795823092347922267&type=ATTENDEEEMAILRECORDINGLINK

Outline:
-Life insurance and wealth-building strategies. (0:02)
-Life Insurance Trusts and their benefits. (4:23)
-Trusts, annual exclusions, and estate planning. (10:23)
-Infinite Banking and Life Insurance Flexibility. (14:30)
-Life insurance policies for uninsured individuals. (19:15)
-Trusts and life insurance for estate planning. (23:36)
-Life insurance and estate planning strategies. (27:48)
-Life insurance and Trusts for legacy planning. (32:40)
-Trust loans and collateralization. (37:42)
-Trusts and estate planning with a focus on infinite banking. (41:53)
-Leveraged legacy planning with Kai-zen. (47:16)

...more
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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace