See the Video Recording here: https://us02web.zoom.us/rec/play/Pxzpt3ePGN2HB1p5w1eBkxiaJepcohmcsI95qmX2-fc_dHyy9F4zU7ATbqlbHsnVUqLdiwWbw0oFQ0bC.v1JaCX_GcydvH2eg?autoplay=true&startTime=1686931332000

Access the Live Transcript here: https://otter.ai/u/jWIk9mVfzKnhd-d3ipq4i5LW8zQ?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!
• CONFIRM YOUR ATTENDANCE HERE: https://www.abundancegroup.com/2023confirm

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

Outline:
-Why do you need an EIN number? (5:08)
-What is an escrow company? (11:21)
-The difference between a Personal Trust. (18:09)
-Updates to the client questionnaire. (24:26)
-How to get a sign-off? (30:00)
-Are you planning on adding a Trustee to the bank account? (35:05)
-Working on networking and networking topics. (41:27)
-When do you want to implement your plan? (47:38)