2023 Personal Trust Q&A Podcast

Q&A Call 04/28/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/XzPH27O18V90xLMeWEUUFsapJfRM6B91ifdSnyJxt-2kw2HP_qUzu-XzlN2yO40wgEHZLD2JKRijzo7A.nmhVW0ZUqDoT96B-?autoplay=true&startTime=1682697991000

Access the Live Transcript here:
https://otter.ai/u/7UZ0AAXP2tURhancFcPvP9dD1as?utm_source=copy_url

Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

  • There are a limited number of rooms blocked for the event with discounted rates available. Please book your room sooner than later to guarantee these rates!

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

*Important links from this call:

  • Pakmail (Mail Services): https://www.pakmail.com/

Outline:
-How did you decide to become a coach?
1:23
-How to find the date of a call?
4:25
-How to get a debit card through the bank.
15:34
-Power of Attorney and credit cards.
22:42
-Virtual mailbox vs. physical mailbox.
27:13
-The role of a Trust Protector.
32:39
-What kind of bank account are you recommending?
42:18

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