See the Video Recording here: https://us02web.zoom.us/rec/play/6RmRe5f6yH3oI5gXsnrVWyowP6S9XrLQ1g6ZdfT1XAxjPAtqHoM4cMIUFtYU6_HmBFFOptpxzC_yk4N4.40PpmLs226eZQqDj?autoplay=true&startTime=1692201891000

Access the Live Transcript here: https://otter.ai/u/x2xiCfJ5pmlHvaKzIxbVclenQeA?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

Outline:
-Updates to the Personal Trust. (0:00)
-How to change the Trust Protector. (3:19)
-How to change the status of the Trust. (9:08)
-Why do you need to notify beneficiaries of a Trust? (14:39)
-How does the tax exemption work in Tennessee? (21:25)
-How do you choose a manager? (28:54)
-Setting up a Deferred Compensation Trust. (34:18)
-The risks of a Deferred Compensation Trust. (39:35)
-How to add equity to your company? (43:40)