See the Video Recording here: https://us02web.zoom.us/rec/play/n4WVgxwhDkD-MX2_NybP2oAaLKZgFbq8G0u0EhTIm0DEJWmSMhMitzYcI399Zn13qFMPSHHQS31Ltio.gwjK0LgKKgh060dJ?autoplay=true&startTime=1686153928000

Access the Live Transcript here: https://otter.ai/u/5Fowcx8ZaWywjaRO9McsAObzFvc?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:

• IRS Handbook 1: www.abundancegroup.com/irshandbook1
• IRS Handbook 2: www.abundancegroup.com/irshandbook2
• www.abundancegroup.com/extraordinary

Outline:
-Where to get quarterly updates on the Trust? (6:53)
-Canceling the interest payment. (15:16)
-Where to find the demand note information? (20:11)
-The difference between a note holder and a borrower. (28:02)
-Selling assets to the Trust. (32:09)
-Can’t you just take the money out and put it in the Trust? (41:04)
-Questions that don’t relate to demand notes. (46:30)