See the Video Recording here: https://zoom.us/rec/play/jYUFAZNqgxSYDQ0vJeoKaXXa85ZEJ-4Y6B3AjmZ1jz8t6-HOo0UDwiZGY41MPM_Bvi97RYSG0Trnlz6b.gcrqWZVPvviOWVZD?autoplay=true&startTime=1693411543000

Access the Live Transcript here: https://otter.ai/u/az7gXVKE1UTDoBxiw5z_SNd4IbA?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

Amended Trust Questionnaires (ACQs)

• Starting Thursday, August 24th, we will begin sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not from Citrix RightSignature.
  
  To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]
  
  Please note: We will not be sending these to all clients on Thursday. They will be sent in waves over the next two to three weeks.

Outline:
-Do I need to change the trustee? (9:23)
-Filing for an updated Certification of Trust. (19:14)
-How do you choose a trustee? (31:56)
-Paying the balance of the balance. (38:03)
-How to get a PTC from Wyoming LLC. (45:13)
-Entitlement selection is a problem. (53:17)
-Understanding the Demand Note system. (59:35)
-What is the amount in and out? (1:08:44)
-How to create an audit trail. (1:17:12)
-What is the new Demand Note? (1:25:30)
-Bookkeeping tips and tricks. (1:35:37)