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See the Video Recording here: https://us02web.zoom.us/rec/play/s5SPXbfVyUY15EmEh1xLuvW-o0S0OZpUBSEVjNPQ9kfp26Ippt26H_Gm4b0cno5booHAoaPknQdn6Gtn.mItX33BOxPd1CgYV?autoplay=true&startTime=1684944138000
Access the Live Transcript here: https://otter.ai/u/mN7h0PZsywM-kGY4rJWSRViIDM8?utm_source=copy_url
Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event
Looking to invest in life insurance and leverage your Trust?
Outline:
-Karen’s advice on how to close a deal. (9:12)
-The interest on the Promissory Note. (18:38)
-Short-term accounts payable account. (28:52)
-What happens if you’re not a Trustee? (37:43)
-Gift tax return and interest. (43:38)
-Selling the property to the Trust. (47:42)
-Asset protection and asset protection. (54:33)
-Cancelling the interest on your property. (59:55)
-How to make a demand note. (1:04:43)
See the Video Recording here: https://us02web.zoom.us/rec/play/s5SPXbfVyUY15EmEh1xLuvW-o0S0OZpUBSEVjNPQ9kfp26Ippt26H_Gm4b0cno5booHAoaPknQdn6Gtn.mItX33BOxPd1CgYV?autoplay=true&startTime=1684944138000
Access the Live Transcript here: https://otter.ai/u/mN7h0PZsywM-kGY4rJWSRViIDM8?utm_source=copy_url
Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event
Looking to invest in life insurance and leverage your Trust?
Outline:
-Karen’s advice on how to close a deal. (9:12)
-The interest on the Promissory Note. (18:38)
-Short-term accounts payable account. (28:52)
-What happens if you’re not a Trustee? (37:43)
-Gift tax return and interest. (43:38)
-Selling the property to the Trust. (47:42)
-Asset protection and asset protection. (54:33)
-Cancelling the interest on your property. (59:55)
-How to make a demand note. (1:04:43)